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BETA Applications:

Executive Assistant CRM Application v3.0

FINAL BETA Version 3 updated 26-Nov-09
Executive Assistant for Microsoft© Access New Version 3.0 BETA
 

The Ultimate CRM System with Integrated Executive Diary Management:

• Easily manage Clients, Contacts, Client Visits, and Internal Meetings

• Quickly create detailed Visit and Meeting Reports

• Built-in Visit scheduling

• Automated email distribution

• Comprehensive reporting

• Contact Interests tracking

• Event and Marketing Campaign management

• Modern Windows Vista-themed GUI

• Visits Alerts and overdue visit monitoring

• Client address information

• More comprehensive reporting options

Used by senior executives at Munich Re Australia, Samsung Fire & Marine, and UBS.

New in Version 3.0:

• Ad-Hoc client calls management
• Advertising tracking by client campaigns

 Download  (380 kb) Access 2002-2003 file for Access 2002 - Access 2007