Sales Pipeline Software

The Sales Pipeline System has been updated. Please visit the new page.

The Sales Funnel Database for Microsoft Access is a simple, easy to use program that can be integrated into your existing database or used as a stand alone program. This database provides only and exactly what you need to effectively work your sales funnel.

The Lead Status and Lead Source drop-down choices can be changed by the user. Reports are then drawn based on Lead Status providing, which provide you both an overview of your sales funnel as well as a by status listing of all clients in the pipeline.

Free Download vs. Full Version

The free download, below, is fully functional and may be used, for free, is fully functional except that it is limited to 25 records. The paid for version includes source code (so that you can modify the program using Access) Furthermore, there are no limitations on the number of records, etc. With the full versions, of all downloads on this site, you can make design changes to the program for your own business or personal purposes but you cannot sell or give away the program.

Here are just a few of the major features:

Contact Management: Easily enter and maintain all of your important customer information, including names, addresses, phone numbers, lead sources, e-mail addresses and more. With SalesTrack, entering, editing and (of course) finding the information you need in the database is easy to do.

Multi-User Compatible: This Pipeline System can be used by up to five people simultaneously. The database can be “split”, allowing up to twenty concurrent users.

To Do List Management: This program’s unique to-do list feature goes beyond keeping track of what you’re supposed to do. When you enter a new item on your to-do list, it is automatically associated with the customer record you are looking at so that you always know what you have to do, for who, and when the task is due.

Scheduling of Appointments: The appointment scheduler is straight forward and easy to use. Like the to-do manager, the scheduler automatically associates scheduled items with the contact record that is on the screen. This one-of-a-kind feature not only minimizes the amount of typing you have to do, it reduces the potential for errors.

Reports: This system covers all the basics with two attractive, easy to read Sales Pipeline reports. These reports give you all the information you need, not just in your hand but at your fingertips.

Drop Down Lists: Drop down lists are used throughout the program to make your life simple. Everywhere there is a drop-down box, you have the option of typing in your own text — which is a feature that many other sales management systems do not have. Adding, deleting, editing and organizing the information within the drop-down lists is easy.

Help System: Straight-forward, easy to read documentation that can be easily accessed from the program. There is also a one-page “cheat sheet” that can be printed out and kept on-hand.

System Requirements

Windows XP or Windows Vista plus Microsoft Access 2007 or above.

Free Download

Use the form on the right-hand side of this page to request the download link.