Product Description: Dynamic Excel template designed to help small and medium size businesses keep track of clients, projects, start and end dates, budgets, team members, suppliers and key next steps. Easy to set up and use. (See Images below)
$299
We accept all major credit cards and PayPal using PayPal Check Out
Cost Savings:
- Competitive CRM systems 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 Small Business:
- Client types
- Suppliers
- Subcontractors
- Professional Services (Attorney, Accountant …)
- Funding
- Advertising
- Social Media (Facebook/LinkedIn/Twitter)
- Associations
- 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.
