Sales Pipeline Database for Microsoft Access (Free Download)
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. Developer Edition for $29.95
The free download, below, is fully functional and may be used, for free, without limitation. The Developer Edition is in “MDB” format. With the developer edition, you can make design changes to the program. You may use this developer edition for your own business or personal purposes but you cannot sell or give away the program.
Click Buy Now for the developer version of the program, or download the free version, below.
Screen Shots:
- Sales Pipeline Database
- Pipeline Report
- Sales Funnel Summary
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: The SalesTrack Program can be used by up to five people simultaneously. (If you wish to share the database between more than five users, this can be done. Contact me for details.)
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.
Microsoft Access Version 2002, 2003 or 2007 OR, free Microsoft Access Runtime
Free Download
Please enter your email address to receive the download link. You’ll receive only the one email. No mailing lists, etc. Note that if you don’t have Access on your computer, you’ll also need to install the Free Access Runtime to use this program.
Help and Support
A printable help file is included with the program. For additional assistance, please contact Mike Turco.