CRM Excel Software for Sales


W5T Logo OnlyProduct Description:  Designed to help you easily manage and track your customer meetings, follow-up appointments, pre-quotes, RFPs, submitted proposals, negotiations, award and delivery. (See Images below)

  $299 one time license fee

We accept all major credit cards and PayPal using PayPal Check Out

Cost Savings:

  • Save  50+% vs. Cloud based enterprise systems
  • Customer support available 7 days a week
  • Free upgrades for the first year
  • Future upgrades @ a 50% discount


Dashboard Page Settings Page

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CRM Sales Settings v3.0.1

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Customized for Sales CRM:

  • Project Description
  • Segment/Product Line
  • RFQ# and date
  • Proposal Due Date
  • Internal Quote # and date
  • Quote Expiration Date
  • Probability of Success
  • $ Value/Estimate Revenue

Category, Status & Priority Codes established for managing the sales process: easily modify to fit your exact business needs

Easy to Use:

  • Built for Excel users. Leverages the power of MS Office
  • Fast set up, no IT support needed
  • FAQs and How to Use documentation included for easy reference
  • Simple to modify, no manual required

Operating System Requirements: Designed to work with Microsoft Excel for both PC and MAC. Windows XP and 7:  Office 2003, 2007, 2010 and 2013. Mac OS X: Office 2011. Security verified macros provided to enhance software functionality.