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This is a discussion on Business Database/CRM within the Certification & Career forums, part of the Tech Support Forum category. Hi Everyone, I was wondering if someone could please help me and the company. We currently have an Access database


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Old 12-17-2014, 04:05 AM   #1
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Join Date: Dec 2014
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Hi Everyone,

I was wondering if someone could please help me and the company. We currently have an Access database that lets us do the following:

Add clients
Create invoices
Create order reports
Schedule staff holidays
Schedule calendar distribution maps (these all relate to teams and postal sectors).
Create schedule reports for each week/set dates

I am looking to modernise this procedure, I know it is a posiblilty to get a CRM to do this however I would need to download and encorporate all the correct modules to make it work which could be very tricky. Is there any software out there that could help me with all of these things.

SA Flyers is a leaflet distribution company and requires a huge amount of organisation both with clients, invoices, quotes and schedules as we are a fast growing business working in Wales and England.

If you have anything information that may be of use please let me know.

Many thanks,

Fern


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