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Client Tracking Database

Are you looking for a simple tool to keep track of your clients' communications/requests. Developed out of necessity, this database allows you to quickly log e-mails, phone calls, etc. and track their progress within your company.

What was the request? When was the request made? Is it completed? All are tracked in our easy to use database.

Add relevant documents to each entry so you have all the information at your finger tips when you need it. Our solution accepts all documents types. These include, but are not limited to: Word, Excel, PowerPoint, Text, AutoCAD, MS Projet, or any other document you may wish to link to each client. Furthermore, at the click of a button you can open these files. So now you can have all the relevant documents in one location!

Integrated functionality with Word and Outlook!

Create Labels and Word Documents with one click of a button:

Generate Labels in Word allowing you complete flexibility over the output document.
Generate Letters in Word.
Create a new template as you see fit.

Create Outlook Reminders and Contacts

Create Outlook reminders to remind you of upcoming Issue Due dates.
Create Outlook contacts thus eliminating the need to manually enter the data twice.

Some of the Features

Client FormClient Form

Lookup a client functionality
Click of a button E-mail creation
Click of a button Envelop generation
Click of a button Outlook Contact creation
And much more

Client Issue Tracking FormClient Issue Tracking Form

Track critical information about client request in one location
Due dates
Current Status
Enter your own comments
Link relevant documents
Create Outlook Reminders at the click of a button
Generate a report that can be printed of the current request (or all requests)

Labels and Letter GeneratorLabels and Letter Generator

Generate Labels
Generate Letters
You are not limited to just the labels and letters that we supply with the database. You can create as many new Word templates as you require for your business.

Try it for FREE!

Feel free to download our completely functional demo version of the Client Tracking Database to evaluate the usefulness and ease of use of this unique business tool. No strings attached!

Download the Database: Client Tracking Database
Download the Demo Registration Key: Registration Key

Requirement(s):

This download required a copy of MS Access 2000 (or more recent) or Microsoft's free Access run-time software.