Recommendation for Microsoft Access template for CRM?

Does anyone know of a Microsoft Access template for basic CRM?

I checked the Microsoft Office template web page at
http://office.microsoft.com/en-us/templates/CT101426161033.aspx.  The closest thing is as template for a simple contact list but nothing for CRM. 

If anyone has used any CRM templates for Access and can recommend one (or recommend against one) it would be appreciated.  Thanks.

From the same page that you linked to, but a little futher down the page

http://office.microsoft.com/en-us/templates/CT010142824.aspx#ai:TC010206880

Wayne In Manchester (UK)

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Thanks for the suggestion but I am looking for a CRM (contact relationship management) template.  If you look at the description for the template referred to, it is a Help Desk issue tracking template. 

I am looking for something that in addition to tracking leads will allow structured recording of customer purchase history and allow for simple reports showing total purchases for various business types and other CRM reports.  I could create my own tracking template and reports but it would seem that basic CRM functionality would be a common need that would have been tackled by many already.

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dihedral,

Were you able to find a MS Access template for CRM, other than the one Wayne suggested?

Thanks, Kevin

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Has anyone found one yet?  I am switching over from Maximizer because they are now charging monthly like all the other CRM's out there but I don't use it enough to justify the expense.  Basically looking for customer information, orders and notes for each customer/each company.

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Hi Tim,

I am not aware of any free CRM template but have you looked at?

http://www.microsoftaccesstemplate.com/

Just a thought...

Just my 2 cents...

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Yep, there are lots of guys creating templates for Access, the only problem is they charge quite a bit for them (and lock them), or now the big thing that Adobe started is "pay me by the month", which I'm not going to do.  That's what Maximizer decided to do.  $2000 to upgrade plus $$$ per month. I would still by Maximizer but they don't even offer a stand alone system anymore. Rather start with a good template someone or Microsoft has that I could build on that I don't have to start from scratch.

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Hi. If I find any, I will let you know. Good luck!
Just my 2 cents...

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Please don't piggyback your question on another thread. Use the Participate link above to create your own thread.

Templates are fine as guidelines and tutorials. But I have rarely seen one that works out of the box. That's the beauty of Access, you can roll your own.

Hope this helps,
Scott<>
Blog: http://scottgem.wordpress.com
Microsoft Access MVP since 2007

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Last updated September 24, 2020 Views 20,485 Applies to: