The Bottom Line: We’re Simple!

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 makes this possible with our system for CRM. Our goal when creating W5T was to be simple and straightforward, something that we believe we have accomplished. As a sales representative from Electrical Supply Company put it:

“The template is so user friendly and easy to navigate through that it takes less than an hour to learn. I do not have to spend hours during my day sorting through paper work to find critical information anymore. It lets me bring up key information about my customers in a matter of seconds. This really helps when I’m on the phone with a customer talking about a quote. W5T allows me to stay up to date on all my sales leads, making sure I don’t forget to follow up with my customers.”

We love to make our clients lives easier, and our system allows for customization and mobile usability with our app, available on both iPhone and Android. This way you can make use of W5T both at your desk and on the go.

The founder of the Educational Consulting Company has this to say about our template:

“The template allows me to easily organize and keep track of email communications by inserting conversations I’ve had with clients.  I can see the communication history with a click of the button!”

Still need convincing of our simplicity? Check out more testimonials here and then give it a shot yourself with our free trial!

Dave Oshlag has been helping companies large and small stay organized and focus on the right projects for more than 25 years.  His specialty is saving hours of time wasted on disorganized systems without spending thousands of dollars. He’s best known for enabling massive changes in productivity with tools like W5 Templates that are simple, streamlined and get people organized quickly.

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