Professional Microsoft Access templates designed for anyone looking for an Access database!

More Information - CRM Template (Advanced)

The CRM Template (Advanced) is a complete CRM system. Most of the other templates sold on this website are subsets of this template.

We have both an evaluation version and a source code version for purchase.

Features of the CRM Template (Advanced)

  • Account management
  • Contact management
  • Activities (notes, email, phone calls, meetings etc...)
  • Activity calendar
  • Opportunity management
  • Invoices and Invoice Payments
  • Email correspondence (custom email templates and email tracking)
  • Letter correspondence (integrates with Microsoft word for easy mail merge letters)
  • Google Maps Integration
  • Google Earth Integration
  • Reporting and Analysis
  • Advanced Quering and Filtering
  • Group Management
  • Database Backup
  • Very configurable

Features added in version 2.0
We added a few nice features in version 2.0 including:

  • The ability to save and reuse filters on all list screens
  • A feature to import contacts from Outlook
  • The ability to make Outlook tasks or appointments directly from activities
  • An activity weekly calendar
  • We changed the table structures to be 100% compatible with Sharepoint

Features added in version 2.1
We added a few nice features in version 2.1 including:

  • The CRM Advanced template will now work with Access 2010 64 bit version
  • Improved google mapping of international addresses
  • Added a small feature to skip the splash screen on startup
Contact RPT Software if you would like to hear more about the CRM Advanced template or to get a demonstration.

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