MS Access CRM Template 5.0

License: Free Trial ‎File size: 6.85 MB
‎Users Rating: 4.0/5 - ‎30 ‎votes

ABOUT MS Access CRM Template

An MS Access CRM Template that runs everything you need to manage a business: clients (with billing address, delivery address, contacts, tasks(with a task summary on the main panel, notes), suppliers, products (with minimum and maximum quantity, quantity in stock), inventory, invoices, orders, mass mailings (SMTP direct) and a dashboard with gauges and graphics. It will make you save time and help you learn and is fully customizable to add your own fields, reports, forms, macros, or VBA. It is also available is the advance version with quote management with or without image management. You will learn: How to use a scheduler in the form of a calendar (very popular). How to design a security system (With a login and password form). How to use a date selector. How to create a rolodex display for customers or anything you like. How to send emails from access (SMTP direct) and follow your email sent for each customer. How to create a startup form. How to manage a To Do list. How to manage reports and labels and much more. One new feature is the dashboard form that allows you to monitor your key indicators (Sales, purchase order, quotes, new customers). This database will help you improve your productivity, reduce your work load and be more competitive.