Why bother. Why do you need a CRM tool? The answer is simple. The importance of the client, prospect and project information is vital to your business. What would you do with out it. Quick and easy access to e-mail, phone numbers, web site and street address all immediately become available from the Quick Actions page of the W5T mobile app. Since time is money, being able to quickly communicate with your contacts is valuable $$$.
How valuable is saving time? On a piece of business worth $100,000/year, closing quickly on the contract could pay huge dividends. Each additional quarter of business gained is worth a cool $25,000. The faster you’re able to access a client’s information, record vital notes and details, the sooner it pays off.