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

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

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 to bed – if then, even.

Because we spend so much time on these devices and depend on them for everything from counting calories and steps to checking our emails and Facebook, we might as well be able to work off of them, right?

Thanks to our CRM system, now you can. W5 Templates has it’s own app to make your life easier! On it you can not only get in touch more easily with your clients and coworkers, but even write notes and update charts already in existence.

Don’t believe us? Take it from someone that has used it just for that. Gary Friedman, President/Owner of Trust-Franklin Press Co., has this to say:

“We implemented the W5T CRM Sales system as a way to execute our sales “cookbook” for success.  The objective was to get management and our sales team on the same page, tracking prospective and active clients using a consistent set of terms and methodology.  The benefits we see from using the W5T system (template and the smartphone app) are:

  • Keeps the sales team organized and on top of active projects,
  • Great way to monitor re-occurring jobs for priority A and B clients,
  • Easy to use,
  • Beneficial for production planning,
  • Color coded reminders are very helpful,l
  • Reduced need for internal meetings as managers have visibility to due dates and client status.”


Yes, you read that correctly. Reduced need for internal meetings. Which, let’s be honest, can be a bit of drag.


When you use our app, you can cut back on time spend on making plans as well as communicate what has and hasn’t been done for projects far more easily, as well as prioritize client projects and set alerts. What’s not to love?


So, want to give it a shot? Sign up for our free trial and give it a try!


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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