Supply and configure a Microsoft Access CRM database including purchase and sales

Delivery in
5 days
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What you get with this Hourlie

I will purchase a License (on your behalf) for a CRM written in Microsoft Access in any 32bit version from Access 2002 onwards, 64 bit will be available soon. The license includes a demo version of the program which you can use to decide what customisation is required to meet your needs, the URL to the demo download site will be provided on purchase of the Hourlie. I will customisation the database to suit your needs for up to one day and afterwards deliver any options that you have chosen. A minimum screen resolution of 1280 by 1024 is recommended. The Access source code of the CRM will be yours to keep.

The ten screen shots above (hover mouse at bottom of picture) show some of the many features, just ignore any that you do not require. Up to £50 could be saved by not purchasing the Scheduler or the Customer module but it would be a lot more expensive to purchase at a later stage. Features included are :-

•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.

•Manage reminders to contact your customers on a specified Year/month
•Manage resources to use in a schedule form.
•Manage a schedule based on customers and resources.

Get more with Hourlie Add-ons

  • I can show you how to use the demo version before customisation

    Additional 1 working day

  • I can add 20 additional fields to forms and tables

    Additional 1 working day

  • I can brand forms with you company colours

    Additional 1 working day

  • I can pre load a limited amount of your company data

    Additional 1 working day

  • I can do online training (or on site within M25)

    Additional 1 working day

  • I can install back end on an SQL server for

    Additional 1 working day

  • I can develope additional reports

    Additional 1 working day

  • I can add many other features in one days work

    Additional 1 working day

  • I can deliver all work in 1 working day

What the Seller needs to start the work

Which version of Access you require to use.
Branding details.
Details of email configuration.
The minimum screen resolution to be supported
Remote access to your system (Teamviewer or Web Access) if online testing or training is required
List of changes to Field Names (Zip code to Post Code etc)
Contact details of person responsible for installation on company pc's.