Simple CRM Access Database Demonstration











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This video is a demonstration of a Simple CRM Access database - a ready to use system in Microsoft Access that we have created. If you want a way of keeping track of all the details of your contacts, of recording who you have spoken to when, and when you need to get back in touch with people, Simple CRM might be the perfect tool for you. • You can find out more here: https://software-matters.co.uk/simple... • To enquire about purchasing Simple CRM click here: https://software-matters.co.uk/contac... • Learn more about our work: • http://www.software-matters.co.uk/pro... • --------------------------------------------- • If you found this video helpful, please consider giving it a like, leaving a comment or sharing it. • More from the Software-Matters channel: •    / softwaredashmatters   • Visit the Software-Matters website: • http://www.software-matters.co.uk • Software-Matters is based in Gillingham, Dorset, in the south-west of the United Kingdom (UK), near Somerset, Wiltshire and Hampshire and the cities of Bournemouth, Poole, Southampton, Bristol, Bath and Salisbury. • ---------------------------------------------- • MORE INFORMATION: • This video is a demonstration of the features of Simple CRM, a straightforward, low cost contact management system aimed at small businesses. Simple CRM was created in Microsoft Access in such a way that you can use it as it is or customise it yourself or ask us to customise it for you. You can even use it as a start point for a larger system incorporating more than CRM. • We have pooled all of our many years of experience creating contact management systems for businesses into a simple solution that allows you to: • • Store your contacts and their contact details in an Address Book. • • Log all contact with them, along with setting follow-ups • • View a To Do List to manage your contact activity proactively • • It also provides the facility for linked folders so that you can store documents, images and any other files associated with each contact and access them from their database record. • 0:00 Introduction • 0:39 Simple CRM allows you to: • 1:11 Using Simple CRM • 2:20 Using the Address Book • 5:47 Using the To-Do List • 7:47 Customising the System • 9:07 Backups • 10:00 Conclusion

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