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W5Templates CRM Software

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

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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

Pricing Model
  • Monthly subscription per user
  • Monthly subscription
  • Yearly subscription per user
  • Monthly site license
  • Yearly site license
  • Metered per minute
  • Flat fee
  • Percentage-based (% of collections or claims)
  • Fee-based (fixed $/claim)
  • Hybrid (combination of % and fixed amount/claim)
Service Terms Offered
  • Commitment Free
  • Free Setup
  • Free Cancellation
  • Money Back Guarantee
  • Month-to-Month Option
  • Keep Original Number
  • Customizable Plans
  • Account Manager
  • Free In-Network Calls
  • Unlimited Minutes
  • International Calls
  • Reduced Price for Multiple Users
Mobile Apps Offered
  • None
  • iOS
  • Android
Mobile friendly?
  • Yes
  • No
Service Terms Offered
  • Commitment Free
  • Free Setup
  • Free Cancellation
  • Money Back Guarantee
  • Month-to-Month Option
  • Keep Original Number
  • Customizable Plans
  • Account Manager
  • Free In-Network Calls
  • Unlimited Minutes
  • International Calls
  • Reduced Price for Multiple Users
Support Features
  • FAQs Section
  • Tutorials
  • Telephone Support
  • Email Support
  • 24/7 Support
  • Online Chat
  • Forum
  • In-Person Training
  • Social Media
  • Knowledge Base
  • Webinars
Installation Options
  • Self-Installation
  • Professional Installation
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
Marketing Automation
  • Campaign Management
  • Competitor Tracking
  • Email Marketing
  • Lead Management
  • Marketing ROI and Analytics
  • Drip Campaigns
  • Landing Pages & Signup Forms
  • Auto-Responders
  • Shopping Cart Abandonment
  • Social Activity Automation
  • Conversion Tracking
  • Link Tracking
Customer Service Features
  • Built-in Reports
  • Call Center Support
  • Case Management
  • Chat/IM
  • Custom Reports
  • Customer Portal/Account
  • Email Management
  • Escalation
  • Knowledge Management
  • Ticketing
  • Real Time Sharing
  • Self-Service
System / Management Features
  • Employee Profiles
  • Employee Tracking & Support Applications
  • Group Calendar
  • Knowledge base
  • Performance Reviews
  • Social CRM
  • Project Management
  • Event Management
Integrations
  • Constant Contact
  • Facebook
  • GetResponse
  • LinkedIn
  • Outlook
  • Twitter
  • Web Dialer
Service Level Agreement
  • Yes
  • No

Pricing

Request a custom quote for your business

Get Pricing

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