Microsoft Excel Tutorial: Using Excel for CRM. For a free trial, visit http://mrx.cl/w5tcrm Welcome to the MrExcel podcast, episode 1944 - "CRM in Excel with W5T". In this episode, we will be discussing a fantastic product that I recently came across at one of my seminars. It's called W5T and it offers a simple and efficient solution for Customer Relationship Management in Excel. Forget about complicated and expensive CRM applications like ACT! and Salesforce, W5T is easy to use and even has the ability to sync with your mobile phone. Let's take a closer look at W5T. The demo file is user-friendly and customizable, making it easy for you to input your company's information and preferences. You can control which fields are shown, rename them, and even change the colors to match your company's standards. The dashboard provides a list of all your contacts and allows you to sort and filter the data with just a click. And the best part? You don't need to be an Excel expert to use it - you can simply minimize the ribbon and navigate through the product effortlessly. One of the standout features of W5T is its ability to sync with your mobile phone. With just a click of a button, you can access all your contacts, notes, and details on your iPad or iPhone. You can even add notes on your phone and have them sync back to Excel. This is a game-changer for those who are always on the go and need to stay connected to their CRM system. W5T stands for "Who, What, Where, When, Why, Tell us" - the essential elements of CRM. And this product truly lives up to its name by simplifying and streamlining the CRM process. It's affordable, customizable, and best of all, it uses Excel - a program that we all know and love. Plus, you can set different permissions for managers and users, ensuring that sensitive information is only accessible to those who need it. If you're interested in trying out W5T, there's a free trial available at mrx.cl/w5tcrm. Don't let the complexity and cost of other CRM applications hold you back from effectively managing your customer relationships. Give W5T a try and see the difference it can make in your business. Thank you for tuning in to this episode of the MrExcel podcast, and I'll see you next time for another netcast. Buy Bill Jelen's latest Excel book: https://www.mrexcel.com/products/latest/ You can help my channel by clicking Like or commenting below: https://www.mrexcel.com/like-mrexcel-on-youtube/ Table of Contents: (00:00) Review of CRM template for Excel (00:22) Ability to sync with mobile phone (00:41) Demo of the product's features (01:12) Sorting and filtering data (01:26) Using the product without Excel knowledge (01:36) Adding notes and follow-up dates (02:26) Syncing with mobile phone (03:01) Benefits of syncing with phone and using Excel (03:14) Reports and pivot tables (03:32) Explanation of W5T name and features (03:49) Customizable permissions for managers and users (04:00) Free trial information and website URL (04:10) Clicking Like really helps the algorithm #excel #microsoft #microsoftexcel #exceltutorial #exceltips #exceltricks #excelmvp #freeclass #freecourse #freeclasses #excelclasses #microsoftmvp #walkthrough #evergreen #spreadsheetskills #analytics #analysis #dataanalysis #dataanalytics #mrexcel #spreadsheets #spreadsheet #excelhelp #accounting #tutorial #crm This video answers these common search terms: building a crm in excel how to make a crm in excel how to create a crm with excel how to create crm in excel how to transfer excel to crm A review of a flexible CRM package from W5Templates. All the data is stored in Excel and synced to your mobile device. For a free trial, visit http://mrx.cl/w5tcrm Join the MrExcel Message Board discussion about this video at https://www.mrexcel.com/board/threads/1153768/