W5 Excel Templates Offer Cost Effective Alternative to Giant CRM Platforms

PITTSBURGH, PA – 1.23.13

Greek and Roman scholars in the 1st Century BC discovered and applied the “5 W’s” formula (Who, What, Where, When, Why) to get the complete story of a subject and for problem solving.

And throughout history, from writer Rudyard Kipling (Kipling Method) to publisher Joseph Pulitzer the “5 W’s” method has been encouraged, refined and widely used in journalism, education, business, police investigation and more.


Finally, for the 21st Century W5 Templates has digitized the classic “5 W’s” approach for everyday project and lifestyle management.

W5T’s Excel-based templates help users to easily track, control and succeed in project management by managing the Who, What, Where, Why and When of any engagement –all for less than $300 per user license and no recurring monthly fees.

W5T offers a pre-customized and easily modified Excel spreadsheet system for Customer Relationship Management (CRM) and Project Management in virtually any industry (i.e., Sales, Small Business, Product and Real Estate Management) and is designed for small to medium-sized businesses (SMBs) or business units within larger corporations. If users have a good basic working knowledge of Excel they’re more than halfway home to mastering the W5T system.

“For nearly 30 years, project management has been my professional passion and believe me, CRM giants such as Salesforce.com are excellent,” said W5 Templates Founder Dave Oshlag. “However, most people don’t need all of the bells and whistles these CRM platforms provide and pay for more than what they need. Our Excel-based templates are for people who want an easier way to track and control projects, clients and sales and don’t have the time, staff or money to manage a complex program.”

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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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One comment on “W5 Excel Templates Offer Cost Effective Alternative to Giant CRM Platforms
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