Find a Contact and prospect management database using Access

[Buzz Bennett]

Am trying to locate a Contact Management system, oriented to Financial
Advisors/Stock Brokers, with the ability to track new prospects and/or
opportunities within existing contacts. Would prefer system that would link
to Organizer for calendar functions.

 

[Rick B]

There are several Access templates listed on the microsoft webpage related
to customer contact management. You could take one of these and modify it
to meet your needs.

Access is a tool to help you create a solution to meet your needs. If you
are looking for a complete solution, then you should think about buying a
package out of the box. If you want to develop your own and have the time
to make it do what you need it to do, then Access would be a good choice.