This lets you view the tables, queries, forms, reports, macros and modules. It’s included under the “business” templates. Download the sales contact management database. To find the CRM, select “File” and “New.” Here you will see all of the available databases. Open Access and locate the template gallery. Activities (phone calls, appointments, emails, etc.)īelow are the steps to creating your own CRM using Microsoft Access.Here are some of the features that an MS Access CRM template will include: This way, you’ll have everything you need to keep track of your customers in one place. In this case, it’s best to hire a company like Arkware to build a custom database for your business or organization. Microsoft Access has a great selection of templates that you can download and work off of, but be aware that not all may meet your needs. Below we’ll show you how.įeatures of Microsoft Access CRM Template With Microsoft Access, you can access the built-in CRM database template. Some CRMs are expensive, but yours doesn’t have to be. CRMs have evolved significantly over the last few years because they are effective at streamlining communications, improving customer satisfaction and retaining loyal customers. Customer relationship management (CRM) software keeps all customer interactions in one place.
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