Find a Contact and prospect management database using Access

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

Am trying to locate a Contact Management system, oriented to Financial
Advisors/Stock Brokers, with the ability to track new prospects and/or
opportunities within existing contacts. Would prefer system that would link
to Organizer for calendar functions.
 
There are several Access templates listed on the microsoft webpage related
to customer contact management. You could take one of these and modify it
to meet your needs.

Access is a tool to help you create a solution to meet your needs. If you
are looking for a complete solution, then you should think about buying a
package out of the box. If you want to develop your own and have the time
to make it do what you need it to do, then Access would be a good choice.
 
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