Tag: free trial

Hi. We’re W5 Templates and we work to make customer relationship management simpler. You know what would make it even easier, though? Knowing exactly what you, our customers, need. Help US help YOU. After all, that’s why we’re really in …

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A conversation with our founder and CEO, Dave Oshlag… What made you decide to create this system for CRM? I needed something for my marketing consulting clients and prospects, that was simple to use and that I could easily personalize …

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Customer Relationship Management (noun): A management philosophy according to which a company’s goals can be best achieved through identification and satisfaction of the customers’ stated and unstated needs and wants. A computerized system for identifying, targeting, acquiring, and retaining the …

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The month of October isn’t only associated with fall and Halloween. For small to medium-sized businesses October marks the beginning of the end. The fourth quarter. Crunch time. Q4 is filled with major holidays like Thanksgiving, Hanukkah, Christmas and New …

3 Ways to Improve Your CRM for Q4 Read More »

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PITTSBURGH, August 27, 2014 – W5 Templates, a provider of easy-to-use and easy-to-install client and project management tools, leveraging the wide knowledge of MS Excel, today announces the release of its mobile version, available in the Apple, Android and Amazon …

W5 Templates – Productivity Made Simple – now with Mobile Sync Read More »

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Happy Labor Day to all. Wouldn’t it be nice to have more of your day and work a little less? To accomplish this “productivity” is the answer. In the course of our busy days, we often don’t take time to …

More Day less Labor Read More »

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Perhaps I was 8 years old. My mother was toting me along and stopped by a store on Merriman Avenue with the whimsical name, Serendipity. I hadn’t heard the word before, and I recall how I felt saying it, the …

Serendipity – Secret to Success Read More »

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Healthy inquisitiveness is at the root of who, what, when, where, how and especially why. Eleanor Roosevelt opined, “I think, at a child’s birth, if a mother could ask a fairy godmother to endow it with the most useful gift, …

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Rudyard Kipling, author of The Jungle Book (and Nobel Laureate) also wrote poetry – must have been my inadvertent inspiration. I keep six honest serving-men, They taught me all I knew; Their names are What and Why and When And …

From the Jungle Book to the Corporate Jungle Read More »

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Insightful article in this weekend’s Wall Street Journal (5/17-18, 2014) entitled Skirting the Investment Tax, by Arden Dale.  New this year is a 3.8% investment tax on profits if business owners can’t document they are playing an “active role” in running their …

The Taxman Cometh looking for Small Business Owners – CRM to the rescue Read More »

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