“After using the W5T CRM system I found it to be very dependable, easy to use and customize for my specific needs. I have tried other CRM methods and tools during the past 25 years in sales and this is the best in my opinion. The W5T CRM system is easy to install and set up as I had it functional in about an hour. There is no need to bounce from various screens to collect client history – As I especially like the dashboard showing all my contacts, and listing everything I need including quotes, projects, conversations and follow-up dates all on one page. The W5T mobile app is also a great tool when when on the road allowing quick access to phone numbers, Google maps and to view or add client conversations and follow-up dates. Simply put, the W5T system gets the job done while being easy to use, reliable and great customer service.”

Joe Lysaght, Printing and Marketing Services

Small Business

“I found W5T to be a good fit for my small business needs as it is flexible, simple to operate and maintain which were critical features to me. As a small business owner I was challenged with customer management and concerned that potential sales were being lost from lack of efficiency tracking. A friend recommended that I talk with Dave who helped me to modify the W5 template to my business needs. Having all sales contacts and records at my fingertips has been a valuable tool in growing my business and now updating my W5T notes is my first and last task of the day. It acts as the Personal Assistant I wish I had!”

Pat Hahnel Renner, Past Owner, Treehouse Sweets

“I use W5Templates CRM to keep track of what I need to do next for my clients in my law practice and so much more. I can keep track of progress on outsourced projects or important deadlines such as CLE Requirements. The W5T’s customer service is top-notch; any questions I’ve had, have been addressed quickly!”

-Principal, Law Office of Rebecca Begelman Strub

Project Management

As a nonprofit agency, our funding partners require outcomes and evaluation measures that we simply did not have the capacity to develop. Enter W5 Templates! Working with Dave and Justin was a true partnership, requiring creativity and trust; both were achieved and surpassed our expectations! They were with us every step of the way as our unique database went from ideas to implementation. We will be able to better address the needs of our clients, and we look forward to reporting out to our external stakeholders in a more meaningful manner.”

Mary Birks, Executive Director, Outreach Teen & Family Services

“So many project management tools are cumbersome and frustrating to use, this one makes project management a breeze. I would recommend this template to anyone who is looking for a really simple and effective way to organize his or her day, week month or year. By using this system I have been able to cut my daily task organizing time in half! With 30+ projects in my queue, the customizable fields allow me to see the information I need quickly so I can build my daily task list in under 5 minutes. Thanks for creating such an easy to use project management tool.”

Guardian Storage, Marketing Director

A simple and easy to use tool that has helped me to organize and capture company names, contact, and relevant information for exporting and sharing information with other people at PPG.”

-Market Manager, Strategic Growth Platforms, PPG Industries

Job Search Tracking

“I recently found myself in the difficult position of having to search for my next career opportunity. Recognizing that networking is a critical element of any search, I turned to W5 for help in organizing and tracking my activities. W5T was able to help me to stay close to all of my contacts in regards to what we discussed, the formal information I shared and when the next appointment or follow up should be. Additionally, with the easy color coding and categorization, I could instantly tell what I should be doing on any given day. The template is easy to use and when synced with the App, you can have the information with you at all times. W5T was certainly instrumental in keeping me focused and helping me to land my next job.”

-Senior Marketing and Sales Executive, Pittsburgh PA

Prevail Dashboard

“The key is you must be able to drill down into the Prevail Database. With W5T we’re now able to see where every case is in the system and why it’s not moving. If we had to choose one word with our experience with the W5T Dashboard system, it could be: relief.”

John Fagan, Accident and Disability Lawyer

“I use an excellent database in my law office. I’ve had a very good experience with the software company in delivering functionality in our case management and documentation production system, however I needed a series of reports for office management. After casting about for a while and considering such things as layering a CRM system on top of our database, another attorney…told me about W5 Templates. We engaged W5T for a custom project and despite a number of distractions at my end, the management reports we needed were delivered on time and on budget. I would recommend W5T to any small business that needs to get better control by obtaining better management information.”

Jackson & MacNichol, Managing Partner