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W5Templates - CRM

  • Deployment:
  • Company Size:SML
  • Features:
  • Platforms:
  • Pricing:

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Details

W5Templates was created to assist small to medium size business and business units within larger corporations with their CRM and Project Management needs.

First launched in the fall of 2012, W5T has grown from a single software solution to a total of 11+ customized solutions, all designed to help save time, money and increase your productivity. W5T is based out of Pittsburgh, Pennsylvania (USA),

W5T offers a “keep it simple” approach to CRM and Project Management and believe in outstanding customer service; customer testimonials. W5T main features are:

  • Excel-based system for conducting your CRM
  • 2 levels of assignment (Managers, Users)
  • Manager are able to add users, change permissions, see all books of business
  • Users are able only add to/edit their “book of business”
  • Excel license allows for sorting, filtering and reporting on the user’s book of business.
  • Managers required to have Excel licenses, users may be set up with or without the Excel license using the mobile app.
  • A cloud sync service securely stores the Excel information in the subscribers W5T Cloud account and then access (read, write, edit) via their web devices (Smartphones, Tablets and web interface)
  • A single (Excel) Dashboard page lets users see the big picture (macro)
  • Sorting and filtering features allow users to see the more refined view (micro)
  • A single (Excel) Settings page allows users to quickly modify the templates to meet their exact needs
  • Free mobile apps for Apple (ITunes), Android (Google Play) and Kindle Fire (Amazon)
  • Strong security and privacy of your information – security protocol
  • A great library of blog articles on CRM and Productivity topics.

Features

Deployment
  • Hosted (Cloud)
  • On-Site (Premise)
Features
  • Mobile App
  • Dialer Integration
  • Invoicing
  • Email Marketing
  • Marketing Automation
  • Analytics
  • Knowledge Database
Pricing Model
  • Monthly subscription per user
  • Yearly subscription per user
  • Metered per minute
  • Monthly site license
  • Yearly site license
  • Flat fee
  • Monthly subscription
  • Percentage-based (% of collections or claims)
  • Fee-based (fixed $/claim)
  • Hybrid (combination of % and fixed amount/claim)
Target Company Size
  • Startup
  • Small-to-Medium Business
  • Enterprise
Service Terms Offered
  • Commitment Free
  • Free Setup
  • Free Cancellation
  • Money Back Guarantee
  • Month-to-Month Option
  • Keep Original Number
  • Customizable Plans
  • Free In-Network Calls
  • Unlimited Minutes
  • International Calls
  • Reduced Price for Multiple Users
  • Account Manager
Mobile Apps Offered
  • None
  • iOS
  • Android
Installation Options
  • Self-Installation
  • Professional Installation
  • Instant Setup
Service Level Agreement
  • Yes
  • No
  • One-Time License With Unlimited Use
  • No Contract
Support Features
  • FAQs Section
  • Tutorials
  • Telephone Support
  • Email Support
  • 24/7 Support
  • Online Chat
  • Forum
  • In-Person Training
  • Social Media
  • Knowledge Base
  • Webinars
Compatible Operating System(s)
  • Windows
  • iOS
  • Linux
  • Mac
  • Android
Deployment
  • Hosted/Cloud
  • On-Premise
  • Mobile
Salesforce Automation
  • Account Management
  • Call Management
  • Contact Management
  • Customer Interactions
  • Document Management
  • File Sharing
  • Inventory Management
  • Invoicing
  • Lead Management
  • Opportunity Management
  • Order Tracking
  • Partner Management (PRM)
  • Product Purchase Reports
  • Sales Analytics
  • Sales Collaboration
  • Sales Quotes
  • Territory / Quota Management
  • Workflow Automation
  • Funnel management
  • Filters
  • Call Log
  • API
  • Task Management
Marketing Automation
  • Email Marketing
  • Competitor Tracking
  • Campaign Management
  • Lead Management
  • Marketing ROI and Analytics
  • Drip Campaigns
  • Landing Pages & Signup Forms
  • Auto-Responders
  • Social Activity Automation
  • Shopping Cart Abandonment
  • Conversion Tracking
  • Link Tracking
  • Pipeline Management
  • Sales Pipeline
  • Custom Dashboards
  • Built-In Dashboards
  • Sales Forecasting
  • Charts
Customer Service Features
  • Email Management
  • Customer Portal/Account
  • Self-Service
  • Real Time Sharing
  • Chat/IM
  • Case Management
  • Knowledge Management
  • Escalation
  • Call Center Support
  • Custom Reports
  • Built-in Reports
  • Ticketing
  • Multiple Currencies
System / Management Features
  • Employee Tracking & Support Applications
  • Group Calendar
  • Performance Reviews
  • Employee Profiles
  • Knowledge base
  • Social CRM
  • Project Management
  • Event Management
  • Activity Tracking
  • Role-Based Permissions
  • Single Sign On
  • Lead Scoring
  • SMS
  • Notifications
  • Limit 10000 contacts
  • Limit 7500 contacts
  • Limit 5000 contacts
  • Limit 3000 contacts
  • Limit 1000 contacts
Mobile friendly?
  • Yes
  • No
Price
  • 1 - Inexpensive
  • 2
  • 3 - Moderate
  • 4
  • 5 - Expensive
Features
  • 1 - Limited features
  • 2
  • 3 - Moderate
  • 4
  • 5 - Full featured

Pricing

Request a custom quote for your business

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