Tag: productivity

Have you ever looked at your desks and had your head just start to spin because you have so many sticky notes and scraps of paper covered in to-do lists? It’s not a good feeling. Somehow, lists have gone from …

Lists on Lists on Lists Read More »

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The summer can be rough for working. Focus is at it’s lowest and business is at it’s slowest, so productivity levels tend to drop. It happens to the best of us! So what are some ways to combat the temptation …

Get. It. Done. Read More »

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The lull of the summer has hit and business is slow. But you know what? That’s not necessarily a bad thing. It could be boring, and you could get a lot of reading done if you wanted. Or, you could …

Quiet time? No problem! Read More »

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We all have those days when we just don’t seem to have a moment to sit down between meetings, meetings and more meetings. This leaves very little time to focus on anything other that what is happening in those conference …

W5T Goes Mobile (Pt. 3): CRM That Is More Flexible Than Your Schedule Read More »

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As professionals in the year 2016, there is very little time spent not on a smart phone. Team Android or Team iPhone, that little metal device rarely leaves our side from the moment we wake up to when we go …

W5T Goes Mobile (Part 2): CRM That Never Leaves Your Side Read More »

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Have you ever needed a client’s cell phone number but not wanted to dig through stacks of paper or turn your laptop on just for that one little thing? Using the W5 Templates mobile app makes this possible! When you …

W5T Goes Mobile: Contacts on the Run Read More »

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We’ve all had it happen: we’re out grabbing lunch, are sitting on the bus or are grocery shopping after work, when suddenly a client calls or emails asking a question about the work that you are doing for them. Under …

CRM on the Move? It’s a real thing! Read More »

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When working with CRM, you don’t want things to be complicated. In fact, you don’t even want them to be a tiny bit confusing. What you really need is something that is clean, clear-cut and easy to use. W5 Templates …

The Bottom Line: We’re Simple! Read More »

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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 …

Who are we? Read More »

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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 …

Defining CRM Read More »

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