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Success!
CRM - An affordable, scalable and customizable customer
relationship management tool. Built to integrate
with Microsoft
Office 2003, it uses the most up-to-date technology
to quickly and efficiently manage your customer
interaction.
With
just a few configuration steps, you will be up and
running. No installation necessary. Just download
the Microsoft
Access database and you will be communicating
with contacts in minutes.
Success!
CRM is even scalable enough to go from one user
in one office to multiple users all over the world*.
Suggestions
for additional features? - Let
us know.
Other
features:
- Easily
create Microsoft
Outlook emails and Microsoft
Word documents with just a few clicks.
- Template
tables store all of your common written communication
making them readily available.
- Create
history, notes, and tasks in seconds.
- 'Three
click calling' using Microsoft dialer.
- Attach
documents to Notes or Emails.
- Import
existing contacts using CSV or XLS.
- New
Feature! - Map addresses or get driving directions
with one click.
- Full,
development-level access to completely customize
Success! CRM to fit your needs.
- One
year of free updates and email-based technical
support**.
- Lifetime
FAQ-based technical support
- 7
day money-back guarantee
- Download
trial version - MDE file (no development)
and a maximum of 4 contacts and 1 record manager.
Requirements:
Microsoft
Office 2003 with all updates, Novice-level Microsoft
Access experience.
* Multi-site configuration would require broadband
Internet connectivity, a central Microsoft
SQL Server, and a secure virtual private network.
** For Success! CRM in single-user mode only. Multiple
users, multiple sites and Microsoft
Access-related questions would require a service
contract.
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