This version was rated by 31 users of our site and has an average rating of 3.9. The latest version released by its developer is 5.0. The company that develops MS Access CRM Template is. MS Access CRM Template is compatible with the following operating systems: Windows. This Databases & Tools program is available in English. MS Access CRM Template is a free trial software published in the Databases & Tools list of programs, part of Business. This database will help you improve your productivity, reduce your work load and be more competitive. One new feature is the dashboard form that allows you to monitor your key indicators (Sales, purchase order, quotes, new customers). How to manage reports and labels and much more. How to send emails from access (SMTP direct) and follow your email sent for each customer. How to create a rolodex display for customers or anything you like. How to design a security system (With a login and password form). You will learn: How to use a scheduler in the form of a calendar (very popular). It is also available is the advance version with quote management with or without image management. It will make you save time and help you learn and is fully customizable to add your own fields, reports, forms, macros, or VBA. 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.
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