Basic CRM using MS Access

For my funeral products distribution company, I put my programming skills to the test in 2017 and built a basic Customer Relationship Management (CRM) software that helped me a lot in my business. Here's a quick overview.

I used it extensively to keep track of my customers and their non-critical data, but also to store other "things".

The software served as a central database, and helped me store the following data:

Products - allowed me to build many inventory-related reports and support my consignment program
Suppliers - kept all my supplier-related data centralized
Equipment
Historial sales data - served as my data warehouse, from which I could generate business intelligence reports

Disclaimer: I built this application for personal use only. I didn't brush up the aesthetics in any way.

Fig. 1: Home screen - searching by city or customer name

Fig. 2: Customer screen - customer info and action menu

Fig. 3: Customer communication - keeping track of what was said on phone and during appointments

Fig. 4: List of products on consignment

Fig. 5: Products on consignment report - client copy to be sent in print or PDf format

Fig. 6: Product search

Fig. 7: Shipping labels

Fig. 7: Mailing

labrecquev.ca

Basic CRM using MS Access