Product Description: Dynamic Excel template designed to help you keep track of your customer meetings, follow up appointments, pre-quotes, RFPs, submitted proposals, negotiations, award and delivery. (See Images below)
$299
We accept all major credit cards and PayPal using PayPal Check Out
Cost Savings:
- Competitive CRM products cost up to $65 per month or $780 per year
- W5Templates one time license fee $299. No recurring monthly fees
- Save 50+% vs. Cloud based enterprise systems
- Unlimited customer support
- Free upgrades for the first year
- Future upgrades @ a 50% discount
Images:
| Dashboard Page | Settings Page | Feature Comparision |
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Customized for CRM Sales:
- 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 template functionality.
