Small Business Contact Management (CRM)

Stop losing deals to missed follow-ups and guesswork forecasts.

Know what to do next on every opportunity, predict revenue before month-end, and protect margins before you send quotes. This ready-to-use Access database connects contacts, opportunities, and line items into one pipeline you can manage in minutes. Run the built-in reports, take action today, and close more with less chaos.

✅ Instant download

✅ Lifetime access

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Deals slipping away
No next-action dates captured

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Forecasts always wrong
Probabilities live in scattered notes

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Profit left behind
Margins hidden by mixed pricing

ResultSee every next action due today

ResultForecast revenue with weighted expected value

ResultSpot low-margin items before quoting

How It Solves These Problems

Daily follow-up list
Filter next actions by date, stage, and priority so nothing falls through.

Accurate close forecast
Compute expected value from probability and estimate to plan realistic revenue targets.

Item profitability visibility
Roll up revenue, cost, and gross profit by item to price confidently.

Benefits

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Prioritize deals by stage, priority, and expected value

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Print close-date forecasts grounded in probability

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Generate a daily next-action list so follow-ups never get missed

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Measure gross profit by item to protect your margins

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Break down revenue by category, item, and company for any date range

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Flag overdue line items and optional add-ons before they slip

Action Reports

CloseForecast calculates weighted expected value (EstValue*ProbPct/100) and filters by close date and stage.

NextActions filters by NextActDt, priority, stage, and company, then sorts by due date.

ItemProfit sums revenue and cost to show gross profit by item, category, and date range.

LeadFunnel, OppBySource, OppByStage, and WinLossByMo summarize counts and value across your pipeline.

Common Questions

Q: Do I need Microsoft Access to use this database?
A: You can use Microsoft Access on Windows, or the free Microsoft Access Runtime.

Q: Is this a subscription?
A: No. One-time purchase with lifetime access.

Q: When do I get the download?
A: Immediately after PayPal completes your payment.

Q: Does it work on Windows 10 and 11?
A: Yes—compatible with Windows 10 and 11.

Q: How fast can I start using it?
A: Most people can be up and running the same day—download, open it, and start entering data.

Q: What if I'm not very technical?
A: It's designed for simple, day-to-day use with pre-built screens for easy data entry.

What You Get

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Complete Microsoft Access database ready to use

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Four inter-linked Pre-built forms for easy data entry

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14 Professional reports for better insights

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Instant download, lifetime access, no subscriptions

Fast Start

1) Download after PayPal payment

2) Open in Access or Access Runtime

3) Start using it the same day

Small Business Contact Management (CRM)

Only $15.00

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✅ Secure PayPal checkout

✅ Instant download right after payment

✅ Lifetime access (no subscriptions)

Fast Start

After payment, you'll be redirected to your download page.

If you don't have Microsoft Access installed, use the free Microsoft Access Runtime (see System Requirements). Save the downloaded file on your Windows PC and use it, no installation needed.

System Requirements

Requires Microsoft Access (Windows) or the free Microsoft Access Runtime which has NO monthly fees or subscriptions. Compatible with Windows 10 and 11.

How It Solves These Problems

Benefits

Action Reports

Common Questions

What You Get

Fast Start

Fast Start

System Requirements

YouTube Video Demo