W5T Goes Mobile (Pt. 3): CRM That Is More Flexible Than Your Schedule

W5T Goes Mobile (Pt. 3): CRM That Is More Flexible Than Your Schedule

We all have those days when we just don’t seem to have a moment to sit down between meetings, meetings and more meetings. This leaves very little time to focus on anything other that what is happening in those conference rooms or what is on the radio as you drive from location to location.

When we have those days, how can we possibly be proactive in our relationships and projects with our clients? With W5 Templates mobile app, it’s a lot simpler than one would think.

Using our app, you can easily check on the status of that huge marketing plan that has a deadline coming up, make sure that your employees logged their hours, ensure that a client has sent in the necessary information to build that website and so much more. In other words, it’s okay that you can’t be in the office because your office is all but in your phone.

Don’t believe us? Maybe you’ll believe one of our clients, Joe Lysaght, of Printing and Marketing Services.

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 setup 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 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 with great customer service.

See that? “Great on the road.”

So, are you ready to give this a shot? We’d be willing to bet that this will simplify your daily routine, so willing that we want to give you a free try at it. Click here to set it up!

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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