W5Templates

生產力變得簡單。閱讀並在旅途中記錄客戶/項目更新。

Productivity Made Simple. On the go but need to keep your customer and project lists up-to-date? Combine your

knowledge of MS Excel and the convenience of your phone or tablet with W5Templates Cloud.

W5T has taken the centuries old "5 W's –Who, What, Why, Where and When" method of problem solving and project

management and made it simple using an Excel-based CRM template system. After purchasing a license and

installing our template (http://www.w5templates.com/), make updates from your phone or tablet and then sync

them to the cloud with our app.

W5T Cloud is our web application allowing you, members of your team or your clients to view contacts and projects

on any mobile device (smart phones, tablets, or computers).

• The “Quick Actions” screen allows you to Call, Text, Email, view Web Sites and use the Navigation features.

• The “Details” feature, takes your Dashboard information and makes it available for viewing and updating while you’re “mobile”.

• Most importantly “Notes” gives you the ability to read, edit and add notes remotely then sync them back to your base

W5 Template, operating on your pc.

Teams can share contacts, prospects and projects, syncing their information as they go. Read/Write/None access, by

contact and project, available via the Manager portal.

Productivity Made Simple.

To demo the app, download and then sign in using the e-mail: smbdemo@w5templates.com with the password: w5tdemo1.

To pilot with your own information: 1] download the Free Excel Template (www.w5templates.com/free-trial) and 2) sync it with your own W5T Cloud account (http://www.w5templates.com/product/w5-template-cloud-solution-wdemo/) free 14 day trial.