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I need a lightweight Customer Relationship Management tool that opens as a Microsoft Access application on Windows. The database must stay fully editable (no password-locking) so I can tweak tables or queries later, yet behave like a small “app” with user-friendly startup, navigation forms, and report buttons. Core structure • 3–4 relational tables covering people, companies, interactions, and tasks • Consistent primary/foreign keys so I can extend the schema myself Essential functionality • Fast lookup—users must be able to search people, companies, or free-text keywords from a single search box and land on the matching record or filtered list instantly • Add / edit forms for each entity with basic validation • 4–5 printable reports triggered from the main switchboard (e.g., customer summary, recent activity, upcoming follow-ups—final list to be agreed once you see the detailed brief) • Simple ribbon or dashboard that loads on open, hiding the navigation pane for a cleaner feel Acceptance criteria 1. Delivered as an .accdb plus an .accde compiled file. 2. No VBA security locks; code and objects must remain viewable in the .accdb. 3. Lookup, add, edit, and report features tested on Access for Microsoft 365 (Windows). 4. Clear comments in any VBA modules or macros so I can maintain them. Once assigned I’ll share sample data and a fuller outline, but if you’re comfortable building Access front-ends with search logic and formatted reports, this should be a straightforward project.
Project ID: 40623792
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✅Plz review my proposal and reach out to me.✅ I have rich similar experience with this kind of project development and fixing. I can build a lightweight Microsoft Access CRM that feels like a simple Windows application while keeping the complete database, forms, queries, reports, and VBA code editable. ✅ Create 3–4 properly related tables for people, companies, interactions, and tasks with consistent primary and foreign keys. ✅ Build a startup dashboard, navigation forms, validated add/edit screens, and one fast search box for names, companies, and keywords. ✅ Develop 4–5 printable reports such as customer summaries, recent activity, upcoming follow-ups, and task status, with clear buttons from the main switchboard. I will configure the application to hide the navigation pane during normal use while keeping the .accdb fully unlocked for future editing. Delivery will include both .accdb and compiled .accde files, commented VBA/macros, sample-data testing, and Microsoft 365 Access compatibility. My important questions are: 1. What exact fields should be stored for contacts, companies, and tasks? 2. Which reports should be prioritized within the initial budget? Best regards, Dipak
$10 USD in 1 day
0.0
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69 freelancers are bidding on average $40 USD for this job

Hello, As a senior developer with A4Logic, specializing in web and software development, the given project is right up my alley. I boast an impressive skill set that includes proficiency in Access front-end development, comprehensive understanding of relational databases, strong command over PHP, and an uncanny knack for all things Microsoft. With our assistance, you won't just get a functioning CRM tool but also an organized structure that allows easy extensibility of the schema to meet your future needs. Our emphasis on building user-friendly interfaces perfectly aligns with your requirement for a "small app" feel in Access. You can anticipate sleek navigation forms and customizable report buttons that are just one click away from insightful data. I thoroughly appreciate your emphasis on accessibility and have the technical capacity to deliver a solution without password-locks - ensuring ongoing autonomy over your database. Moreover, we comprehend your requirement for super-fast lookup as well as adding/editing validation features. Finally, don’t worry about maintenance -our meticulous approach guarantees clear comments in all VBA modules/macros, facilitating any amendments you'd like to make in future. With 97% project completion rate and a consistent history of secure and reliable digital product delivery, I'm confident that choosing A4Logic will exceed your expectations. Thanks!
$30 USD in 1 day
8.6
8.6

Having spent a decade honing my craft as a full-stack developer and specializing in designing intelligent enterprise solutions, your Windows Access CRM Mini App is right up my alley. I bring tangible expertise to the table. Proficient with languages such as Node.js, React, PHP, Laravel and Python, I provide a versatile set of skills to your project. What sets me apart is how much I value user-experience, performance, and Return-on-Investment. This project involves exactly that: creating an effective CRM tool that balances extensive functionality with ease-of-use, and is tailored to you for future scalability. My commitment to long-term support means that even after delivery, I'll be there to help you maximize the potential of your new app. Moreover, I understand the importance of synergy between different systems. Having worked extensively on customer-centric platforms including CRMs (such as Zoho and Salesforce) while incorporating them into an ERP as well as legacy systems; your CRM Mini App will be seamlessly synchronized with other aspects of your business operations thus streamlining your workflow effectively. By employing me for this project, rest assured you're investing in a product that's secure, simplified for use and expected to exceed expectations.
$20 USD in 7 days
8.0
8.0

As a seasoned developer specializing in AI-powered CRM systems, business workflow automation, and database management, I offer the perfect blend of skills to meet your project needs. With expert-level proficiency in Database Development, PHP, and Software Architecture, I am well-equipped to build the lightweight CRM tool you desire as a Microsoft Access application on Windows. My familiarity with AI agents and autonomous systems renders me capable of incorporating efficient search logic into the app to ensure a fast lookup capability you require for the different entities. I also possess extensive experience in designing user-friendly interfaces--a key element for this project--that will leverage your navigation forms and provide a clean feel by hiding the navigation pane. One of my main selling points is my commitment to delivering projects that are not only functional but also easily maintainable. Your need for an editable database aligns perfectly with this value as I guarantee that your tables or queries can be tweaked whenever required without compromising the functionality of the app. To top it off, my clear comments in VBA modules and macros will enable easy future maintenance by yourself. Choose me today for an exceptional Windows Access CRM Mini App experience that spans beyond completion!
$20 USD in 1 day
8.2
8.2

Hello, I'm developer I have 10+ years experience in HTML, CSS, jQuery, PHP, Laravel, API, Wordpress, Joomla, c#, Winform.... I will provide you with the best quality and long term support. Please discuss, thank you!
$100 USD in 7 days
7.5
7.5

Hello! We can build you a lightweight Access CRM mini app for this task. 1. Can you share the detailed brief and sample data when ready? 2. Which reports should be included in the first version? — About us We are dZENcode – a full-cycle IT company for digital product development: from design and programming to integrations and post-release support. We build projects from scratch and also work on existing solutions that need further development, improvements, or technical support. You can find detailed information about our services and rates on our official website: https://dzencode.com. Please review it – after that, we can discuss the details and agree on the next step. ⚠️ After clarifying all details, we will define the scope, the suitable cooperation format – task-based, outsourcing, or outstaffing – and the final cost. Projects are guaranteed to reach release with us: • 10+ years providing IT services; • 90+ in-house specialists; • 250+ public reviews since 2015; • We support products under SLA after launch; • We work under NDA and a company contract!
$20 USD in 7 days
6.5
6.5

Hi, I’ve gone through your brief and understand the CRM you want for Geode Well Engineering Ltd. I’ll build an easy-to-use Microsoft Access application with your logo, relational tables for people, companies and interactions, smart dropdowns to avoid duplicate entries, fast search by person/company/keyword, and reports with filtering and sorting. I’ll also include the option to mark records as no longer relevant while preserving the history. The database will be delivered as both .accdb and .accde, with clean VBA comments so it's easy to maintain. I can start as soon as you award the project. Regards.
$24 USD in 2 days
6.2
6.2

I have experience building Microsoft Access applications with relational databases, user-friendly forms, search functionality, VBA automation, and printable reports. I can develop a clean, maintainable CRM that remains fully editable in the .accdb while also providing a compiled .accde version. The application will include an intuitive dashboard, fast search, validated data entry forms, and well-structured reports, with cleanly commented VBA so it’s easy to maintain and extend in the future. I can start immediately and deliver a reliable, production-ready solution.
$30 USD in 1 day
6.2
6.2

★•══•★ Hi client ★•══•★ You want a lightweight CRM in Microsoft Access that feels like a simple app but keeps the database fully editable for your own tweaks later. That means clean navigation, fast searching across people, companies, and keywords from one box, plus easy add/edit forms and printable reports—all without locking down the VBA or objects. I can help you create an Access file with linked relational tables and consistent keys so you can extend it yourself. The startup dashboard will hide the navigation pane for a smooth user experience. I’ll build search functionality that instantly filters results and forms with basic validation to keep data tidy. Reports will be triggered from a main menu and tailored after we go over your detailed brief. The final delivery will include both the editable .accdb file and the compiled .accde version, with all VBA code clearly commented for easy maintenance. To make sure we’re on the same page: do you have specific fields or filters in mind for the search box? Also, which reports matter most for your workflow? And would you prefer any particular style or layout for the dashboard? Best regards, Rico
$30 USD in 7 days
5.1
5.1

I understand I need an editable Windows Access CRM Mini App built on a stable schema covering people, companies, interactions, and tasks. I will design the core structure using consistent PK/FK keys, ensuring full editability of all objects as requested. I will implement the fast lookup search logic, develop robust add/edit forms with validation, and build 4-5 professional reports. The clean dashboard ensures a superior user experience, while retaining essential object access for your maintenance. I guarantee reliable delivery on M365 Access, compiling both .accdb and .accde formats. If you prioritize expert quality and maintainability over cost, I am the professional I need for this project.
$150 USD in 1 day
4.7
4.7

Hi! I’ve built several Microsoft Access CRM and business management applications with relational database design, VBA automation, searchable forms, dashboards, and printable reports. I’ll deliver a clean, fully editable .accdb, a compiled .accde, well-commented code, and an intuitive interface that feels like a desktop application while remaining easy to extend. Delivery: 3–5 days. Fixed price: USD 300. The posted budget is below the effort required for a polished, maintainable Access solution, but I’m happy to adjust the scope or deliver it in phases if needed.
$300 USD in 3 days
4.8
4.8

Hello Dear! Good Day! Hope you are doing fine. This is Ruhul Ajom Sagor. I am an expert "Web Developer" with 10+ years of working experience in PHP, HTML5, CSS3, JavaScript, jQuery, Bootstrap, MySql and different Frameworks. I have completed my B.S.C Engineering in Computer Science and Engineering (CSE) from BUET. Hire me and you don't have to worry about your website problems again! I'll add value to your projects by creating astonishing designs and code with high impact and optimized user interaction that leads to bigger conversions. WHAT PROBLEMS CAN I HELP YOU SOLVE? • Custom Websites Using PHP and Frameworks • e-Commerce Websites (Woo-Commerce and Shopify) • Custom WordPress themes • On-Page and Off-Page SEO • WordPress themes Customization • Database Modeling/Development • WordPress migrations and upgrades • Responsive Coding (Make your website compatible with: smartphones, tablets, desktops) • Websites speed and loading time improvements • Cross-browser compatibility • PSD to HTML to WordPress conversion • HTML5/CSS3/jQuery websites based on Bootstrap I love challenges, talking to my clients, and meeting others’ standards as well as expectations. I will be discussing everything in detail, giving my full advice and delivering through best of my skills. You are cordially welcome to discuss your project. Thank You! Best Regards, Ruhul Ajom
$20 USD in 1 day
5.4
5.4

Hi, this looks like a focused Access build: a lightweight CRM front end that feels like an app, while keeping the database fully editable for later changes. I’ve built Microsoft Access tools with relational tables, navigation forms, search boxes, and printable reports, using clear VBA and maintainable object design. For this project, I’d structure the people, companies, interactions, and tasks tables with consistent keys, then build a clean startup form with search-driven lookup, add/edit screens, and report buttons from a switchboard. I’d keep the .accdb open and editable, add comments throughout the code, and make sure the user flow is simple on Access for Microsoft 365. Once you share the sample data and brief, I can map the forms and reports quickly and keep the build easy to extend later. Best regards, Gabriel
$15 USD in 1 day
4.4
4.4

Hi, I’m excited about the opportunity to help you create a lightweight CRM tool in Microsoft Access. It sounds like you need a user-friendly application with editable databases that allow you to manage relationships efficiently while being flexible for future changes. I would focus on building a clean interface with a simple navigation system and quick lookup functionality, ensuring users can find what they need without hassle. My approach would involve setting up 3-4 relational tables for people, companies, interactions, and tasks, ensuring that everything links together smoothly. I’ll pay special attention to the user experience, providing easy forms for adding and editing data, along with clear reports for your needs. I have experience with Access development, and I understand the importance of keeping everything viewable for easy maintenance. Looking forward to collaborating with you on this project! Best regards, Novalitz Tech
$10 USD in 1 day
4.5
4.5

Hi there, I’d be happy to discuss your project—feel free to start a chat anytime. I’m a full-stack developer with solid experience building scalable web and desktop applications, and I’m confident I can deliver your project efficiently and on time. I also have strong exposure to modern technologies including Web3 concepts, DevOps practices, and automation. I’m a Kubernetes enthusiast with hands-on experience using Docker containers and deploying applications on Linux servers. My expertise includes: MERN / MEAN Stack (development + team management) .NET Core APIs with Angular, including D3.js data visualizations Azure Logic Apps, SharePoint, and workflow automation (PowerApps familiarity) Salesforce development with Apex, Visualforce, and integrations via .NET APIs DevOps basics, containerization, and application hosting on Linux Automation workflows and AI-based tools to improve efficiency I bring a problem-solving mindset and full project lifecycle experience—from development to deployment. Looking forward to hearing from you. Thank you!
$20 USD in 1 day
4.3
4.3

Hi, there! I understand you need a lightweight Microsoft Access CRM application for Geode Well Engineering Ltd that organizes people, companies, interactions, and business intelligence while remaining fully editable for future customization. I have developed similar Access database solutions with relational table structures, dynamic search, linked forms, VBA automation, and reporting features. I will build a clean CRM app with your company branding, structured relationships between people and companies, reusable dropdown data entry, keyword search, interaction tracking, and filtering capabilities. I will also include status handling for outdated information, maintainable VBA comments, and both .accdb and .accde versions tested on Microsoft 365 Access. I focus on creating simple, reliable database applications that feel like dedicated software while keeping the underlying data flexible and accessible. 1. Should multiple users access this CRM database, or will it be used only on your local computer? 2. Do you want automatic reminders for future follow ups and scheduled interactions? Best regards, George
$20 USD in 7 days
4.1
4.1

Is your backend for the Access app going to store data locally or on a shared network file, since that changes how I structure the forms and reports? I can build the customer table, entry forms, and a couple of printable reports in Access with VBA behind them, working now, done in 2 days. These numbers are based on the post as written, we will refine after a quick scope chat.
$30 USD in 6 days
3.9
3.9

Hello. I can build a lightweight Access front-end with fully editable tables, a clean startup screen, and instant search across people, companies, and keywords without locking your VBA or schema. I recently delivered a similar Access mini-CRM for a local distributor—kept all code visible, added a unified search box that filters across four tables, and built three print-ready reports with dynamic headers. I’d approach this with a single startup form that hides the Navigation Pane, fast DLookup-based search macros, and bound subforms for adding or editing records; VBA modules will include inline comments so you can extend them later. The result will let you run day-to-day tasks without wading through raw Access and still tweak queries or reports whenever you need. If you’re comfortable with Access front-ends, I’m ready to start from your sample data and detailed brief. Thanks, Lazar.
$10 USD in 1 day
4.0
4.0

Hello I am interested in your Windows Access CRM Mini App project and can help build a complete mobile app solution. Key Features: • Native Android Apps • Native iOS Apps • Cross-Platform Apps • Mobile UI/UX Design • Firebase Integration • User Management • API Development • Push Notifications • Payment Gateway Setup • Real-Time Chat Features • Admin Panel • Analytics Integration • App Security • Store Deployment • Technical Support I can develop a scalable application that aligns perfectly with your business objectives. Best Regards, Naseeb A.
$10 USD in 5 days
3.4
3.4

Hello, I understand you need a lightweight Microsoft Access CRM application with a clean user interface, relational database structure, search functionality, forms, and printable reports. I can build the Access solution with properly designed tables, relationships, validation, startup dashboard, navigation forms, VBA logic, and reporting features. I will deliver both .accdb and .accde files with clear comments so you can maintain and extend the system easily. Could you share the detailed brief and preferred report formats so I can structure the database correctly from the beginning?
$97 USD in 1 day
3.6
3.6

Hello, I'd be happy to help you build this Microsoft Access CRM application. I have experience developing user-friendly Access databases with relational table structures, custom forms, search functionality, VBA automation, and printable reports while keeping the database fully editable and maintainable. Based on your requirements, I can deliver: * A well-structured relational database with separate tables for people, companies, interactions, and tasks. * A clean startup, hides the Access navigation pane, and provides easy navigation to forms and reports. * Fast search functionality from a single search box that open the relevant records or filtered results. * Add and edit forms with appropriate validation. * Professionally formatted printable reports. * Well-organized VBA code with clear comments. I will deliver both the editable '.accdb' file and the compiled '.accde' version. Before delivery, I'll thoroughly test all features in Microsoft Access for Microsoft 365 on Windows to ensure everything works as expected. Once you confirm, I can finalize the design and begin development immediately. I look forward to delivering a lightweight, reliable CRM that feels like a standalone application while remaining easy to maintain and expand. Thank you for your consideration. I look forward to working with you.
$120 USD in 8 days
3.4
3.4

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