W5 Templates

Great product for open innovation relationship management. Allowed for easy set up and configuration according to how I wished to see the information displayed. See this being a good project management tool as well.

It’s so easy to use … during the past six months as we have grown substantially, the template is still working for us beautifully.

Welcome to our latest international client – from Greece ! Καλώς Ορίσατε

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!

With 30+ projects in my queue, the customizable fields allow me to see the information I need quickly so I can build my daily task list in under 5 minutes.

The fact that it is based in Excel means that I am able to use the Sales CRM Template as a portal to all my accounts and use the hyperlink feature and other Excel functions to link to folders, OneNote and my forecast spreadsheet.

The template is so user friendly and easy to navigate …. it lets me bring up key customer information in a matter of seconds.

A simple and easy to use tool that has helped me organize and capture company names, contacts, and relevant information for exporting and sharing information with other people at PPG.

The simple Dashboard, is where W5 Templates’ magic takes place …

Since using the W5 Template the chaotic way I have managed my business has now changed to doing business in an organized way. I consider myself a novice computer user, yet setting up the W5 Template was very easy.  I highly recommend this product.