Small Business Management CRM Excel Software


W5T Logo OnlyProduct Description:  Customizable, easy to use software solution designed to help small and medium size businesses organize to keep track of clients, projects, start and end dates, budgets, team members, suppliers and key next steps. Reduce stress, saving you time and money.  (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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Small Business Settings v3.0.1

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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 software functionality.