Tag: SMB

Awesome things you can do with the W5 Templates mobile app. 1. Voice record client / project notes 2. Call a client / one touch 3. Message a client 4. Record your business mileage 5. Record business expenses 6. Create a …

W5T Mobile Top 10 Read More »

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Lots of CRM templates are serious tricks. No, really. They make promise after promise and simply don’t deliver and are beyond complicated. Want a treat instead? Check out W5 Templates free trial! We make it easy for you. No more …

Trick or Treat? Read More »

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While out riding our bikes this past weekend on our favorite paved trail, I noticed the vast number of people NOT wearing bike helmets. In some cases, the kids were, but the parents weren’t. A clear case of do as …

Wearing a Bike Helmet and Practicing CRM Read More »

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What do you need a CRM for? Customer relationship management tools generally are used to track 4 different types of information: (1) Clients, (2) Prospects, (3) Marketing Activities and (4) Business Operations.  Small-Medium Business (SMB) owners generally just need to track …

W5Templates for CRM – WHAT Read More »

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Who will benefit most from using W5Templates for their CRM needs? Small and Medium size business (SMB) owners will find the Excel based tool, plus the companion mobile app, will serve as “the administrative assistant you wish you had”. We understand …

W5Templates for CRM – WHO Read More »

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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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No matter how fancy or sophisticated the CRM tool, it only works as well as the people who manage it. If you wish to give you business’s customers more attention you must understand not only the technology but your employees …

How to Build a CRM Strategy in 5 Steps Read More »

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We hope you had a wonderful Labor Day weekend filled with fun, family, friends and good food. Many people think of Labor Day as an extended weekend that marks the end of summer; the last chance to jump in the …

The True Meaning of Labor Day 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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