Key Benefits

Easy to Use

          • Built for Excel users. 
          • Pre-programmed navigation buttons.
          • Fast set up, no programming or IT support needed.
          • Single Settings page makes customization simple.
          • Smart sort features.
          • Import / Export functionality

Saves Time

          • Quickly organize and prioritize your day; simple sort features.
          • Color coded reminders automatically display on the Dashboard.
          • Each themed version pre-customized for the way you do business.
          • W5T App gives you access to your clients via any mobile device.
          • Safe from network outages; master copy resides on your PC. 

Cost Effective

          • Leverages the power of MS Office.
          • Competitive products can cost much more per user.
          • W5Templates only requires a one time license fee per user. 
          • Customer support available 7 days a week.
          • Free upgrades for the first year.

Mobile Access

            •  View your Contacts and Projects on any mobile device.
            •  Quick Actions allow you to call, text, e-mail or navigate directly from your smartphone.
            • View your custom contact/project details.
            • Remotely read and add notes
            • Voice dictation available
            • Administrative function to assign which team members have access by client/project.

Free Trial / Demo