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Custom Contact Management

Custom Microsoft Access Client Relationship Management Database

A Contact Management database is sometimes referred to as Client Relationship Management (CRM). You will be able to store as much information as you need, and with a strong data structure underpinning your system you will have immediate and easy access to all relevant information.

By using Microsoft Access to build your custom Content Management System we are able to keep development costs low, and your staff will be able to build additional reports, queries and forms as required. As the software will be designed specifically for all users of your system, it will be intuitive for your staff to operate.

You are likely to have requirements that are industry specific or pertinent to your business, however the following are examples of features we have provided for businesses:

  • Daily Schedules or Task Lists for departments as well as individual staff members
  • Organise/select contacts by company, industry sector, product interest, or other significant criteria
  • Email integration for sending individual emails, as well as for preparing , editing, scheduling and logging automated email campaigns
  • Word integration for creating printed labels, or preparing documents automatically updated and formatted with user defined templates
  • Report management with reports set up on your behalf
  • Excel integration for full versatility and control over reporting
  • Calendar integration to make it easier to schedule meetings and view appointments
  • Map with travel instructions
  • Remote or mobile phone access to enable all personnel to view and update information as required
  • Auto dialling capabilities
  • Links to websites and social networking pages

Project Examples...

Microsoft Access integration with Word and Excel for Contact Management System

A marketing company required custom Contact Management software to help them manage an expanding range of services provided to the UK veterinary sector. They needed to integrate a Microsoft Access database with Word and Excel and to automate a number of regular processes.

Project example for Contact Management with Office Integration