Microsoft® Access® Database
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MS Access CRM Template - Advanced Version with image manager

Access 2002, 2003, 2007, 2010 32 bits, 2013 32 bits

With Access Ribbon functionnalities and a new email manager with a followup window on the main form !
 
The advanced version include a quote manager that enables you to create different kinds of quotes depending on the level of details you want your'e customer to see. You also get the image manager enabling you to link images to a customer. The images are stored outside the database in an "images" folder. The "images" folder is in the same location as the backend database (TemplateData.accdb)
 
What do you get ?
 
The product you get is a Customer Management Microsoft Access Database Template with a pdf documentation.
You can start a project with this MS Access CRM template and use it as it is or you can modify it to suit your needs. You could also import the desired objects into your project to perform what you need. The code is commented and you can easily follow the data flow. You will save a lot of time plus it’s a great way to learn different techniques regarding Microsoft Access queries, forms, reports and vba programming. You have access to all the source codes. It’s yours to use in your project. Plus you get a 1 year's worth of free upgrades when improvements and/or corrections are made to the software.
Fully customizable to add your own fields, reports, forms, macros, or VB
 
It runs

  • 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 (with barcode management)
  • quotes (with different levels of details)
  • invoices (with discount field, delivery fees field, two tax fields)
  • purchase orders (with quantity ordered and delivered)
  • mass mailings (SMTP direct)
  • images manager (stored outside the database)
  • new dashboard to monitor your business
  • and much more ... 

List of features:

  • Built in Backup and compact utility
  • Geocode your customer addresses and display them on google map
  • Create quotes and transfer them to invoicing.
  • Create quote models that you can re-use to save time.
  • Work with a window displaying your invoices for the day.
  • Print or preview invoices or Packing slip.
  • Manage invoice payments.
  • Display users who are logged in to your backend database.
  • Optionally disconnect them remotely.
  • Link manager for your connection to your backend. Easily change your link to a different backend database.
  • Manage reminders to contact your customers on a specified Year/month  
  • Security system with login and password.
  • Export data to Excel.
  • Products with selling price scale and min/max quantity
  • Attached external documents to your product for specifications or anything else.
  • Barcode manager for your product.
  • Email/letter management. Built an email list. Send personalized emails and letters.  
  • Visual Dashboard to monitor your key business indicators. You can dig in to display more details
  • Manage any images that you want to link to a customer.

You will learn:
 

  • How to use a scheduler in the form of a calendar
  • How to use gauges and graphics to display your key data
  • How to design a security system (With a login and password form)
  • How to use a calendar
  • How to create a rolodex manager for customers or anything you like
  • How to send emails from access (SMTP direct)
  • How to create a startup form
  • How to manage a To Do list
  • How to manage reports and labels
  • How to use a combo-box, a list-box, a switch box
  • and much more ... 

Here's a few screenshots. Click on an image to enlarge ...

Ms Access Customer Template Dashboard

Ms Access Customer Template Main Form

Ms Access Customer Template Invoice Form

Ms Access Customer Template Quote Form

Ms Access Customer Template Image Manager

 

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"Microsoft Access: The most widely used desktop database system in the world"

For a good explanation of how and when to use Access see this article from Luke Chung, president of FMS inc.


 

-  Cut your        development time.

-  Improve your productivity.

-  Reduce your workload.

-  Be more competitive ...