Data Base Microsoft Access - Client Information and automailer
$250-750 USD
Pagado a la entrega
I am looking to have someone to create the following
Data input for client information input
Selection of templates available (I will create) that can be attached to any client for email or snail mail
Campaign creator (I will attach letters and emails to be sent) just looking for dates set in a timely spaced manor
Information storage that will allow me to categories clients by different categories
Allow me to printout reports of progress on clients status and follow through
Real Estate/Mortgage based information retainment
Need it to work with outlook for easy email access
Need it to place clients name in certain spots of letter and automatically populate envelope for mail out on date specified
CRM Includes
Comprehensive contact information per account
Calendar with activities
Letter writing with mail merge/Email on scheduled delivery from initial meeting date
Comprehensive contact and activity filtering
https://www.ixactcontact.com - I want the Microsoft Access Version of this software
Nº del proyecto: #4235732