. : Success! CRM : .

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.

Screenshots : Login - Contacts - Opportunities - Tag Look Up

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.

 
$19.95


We use Success! CRM to manage our customer relationships.


We use the Amicus Auction Management System to track our eBay auctions!