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Project Title MS Access CRM + Quoting + Line-Level Costing + Production Workflow (multi-user ready, split DB planned) Goal Build a complete Microsoft Access application from zero that manages: Leads → Customers → Projects → Quotes → QuoteLines (each line can have its own version v1/v2…) Line-level costing and part-level breakdown Approvals, revisions, release to production Production machine lists and phase tracking Task management for all roles Document/file linking with a standardized folder structure Reports (Quote PDF, Production Pack PDF, KPIs) Role-based login + menu + permissions Designed to be split (FE/BE) for multiple concurrent users. 1) Data Model (developer must create all tables + relationships) 1.1 Master tables Users UserID (PK, AutoNumber) FullName (Text) Role (Text) — values: CallCenter, AM, Designer, Production, Manager, CEO, Admin Active (Yes/No) PasswordHash (Text) (initially can be plain text if needed, but spec should allow upgrade to hash) CreatedOn, UpdatedOn Customers CustomerID (PK) CompanyName (Text) VAT/TaxID (Text, optional) Phone, Email, Address fields Status (Active/Inactive) Notes CreatedOn, UpdatedOn Contacts ContactID (PK) CustomerID (FK) FullName, Role/Title Phone, Email Notes Active Products/Services ProductID (PK) ProductCode (Text) ProductName (Text) Category (Text) (drives which costing form/template to use) Active Machines MachineID (PK) MachineName (Text) Type/Group (Text) Active ProductionPhases PhaseID (PK) PhaseName (Text) SortOrder (Number) DefaultDurationDays (Number, optional) Lookups (recommended as tables, not value lists) LeadSource, LeadStatus, LeadRating TaskType, TaskStatus QuoteStatus ApprovalStatus ProductionStatus CostType (Material/Labor/Outsource/Overhead…) 1.2 Core workflow tables Leads LeadID (PK) CustomerID (nullable FK) LeadTitle, CompanyName, ContactName, Phone, Email LeadSourceID (FK) LeadStatusID (FK) LeadRatingID (FK) OwnerUserID (FK Users) NextFollowUp (Date) CreatedOn, Notes Projects ProjectID (PK) ProjectCode (Text 5) — format 00001 CustomerID (FK) PrimaryContactID (FK, optional) OwnerUserID (FK) (AM) ProjectStatus (Text / FK) CreatedOn, UpdatedOn Notes Quotes (header) QuoteID (PK) ProjectID (FK) QuoteDate (Date) QuoteStatus (Draft / PendingApproval / Approved / Sent / Won / Lost) OwnerUserID (FK Users) CustomerID (FK) ContactID (FK) Totals (optional stored or computed) LinkPDF (Text, optional) CreatedOn, UpdatedOn QuoteLines QuoteLineID (PK) QuoteID (FK) LineNo (Number) ProductID (FK) LineTitle/Description Qty, UnitPrice, LineTotal (computed or stored) LineVersion (Number) — this is your v1/v2 per product line LineStatus (Draft/Approved/Released…) PRCode (Text) optional stored for printing: PR00001-v1 CreatedOn, UpdatedOn Costing (line-level, can be flexible) Option A (normalized, scalable): QuoteLineCost (CostID PK, QuoteLineID FK, CostTypeID FK, ItemName, Qty, UnitCost, TotalCost, Notes) QuoteLineParts (PartID PK, QuoteLineID FK, PartSeq, PartCode Text = PART000001, PartDescription, Qty, Notes) (Optional) link each cost item to a PartID Store a display code per part: PR00001-v1-PART000001 Approvals QuoteApprovals (ApprovalID PK, QuoteID FK, StepName, RequestedBy, RequestedOn, ApprovedBy, ApprovedOn, Status, Comments) Production ProductionOrders (ProdOrderID PK, ProjectID FK, ReleasedOn, ReleasedBy, ProductionStatus) ProjectPhaseStatus (ProjectPhaseID PK, ProjectID FK, PhaseID FK, StartOn, EndOn, Status, Notes, UpdatedBy) ProjectMachineList (ProjectMachineID PK, ProjectID FK, MachineID FK, Qty/Run, Notes) Tasks CRMTasks (TaskID PK) Related entity fields: LeadID (nullable), CustomerID (nullable), ProjectID (nullable), QuoteID (nullable), QuoteLineID (nullable) TaskTypeID (FK), TaskTitle, DueDate StatusID (FK) default Open AssignedToUserID (FK) CreatedByUserID (FK) CreatedOn, CompletedOn, Notes Documents DocumentID (PK) EntityType (Text: Customer/Project/Quote/QuoteLine/Lead/Invoice/Production) EntityID (Number) DocType (Text) FilePath (Text) AddedByUserID, AddedOn Notes Invoices InvoiceID (PK) ProjectID (FK) CustomerID (FK) InvoiceNo, InvoiceDate, Amount, Status PDFPath (Text) Notes AuditLog (critical changes) AuditID (PK) EntityType, EntityID FieldName, OldValue, NewValue ChangedByUserID, ChangedOn 2) Numbering Rules (must be implemented) 2.1 ProjectCode Must auto-generate sequential 00001, 00002, … Must be unique Must work in multi-user (avoid duplicates) 2.2 PR Code per QuoteLine version PRCode = "PR" & ProjectCode & "-v" & LineVersion Example: PR00001-v1, PR00001-v2 2.3 Part code per costing part PartCode = "PART" & Format(PartSeq,"000000") Full display code: PR00001-v1-PART000001 Developer must decide whether to store PRCode/PartCode or compute them; but must be printable and consistent. 3) Forms + Tabs (developer must build all UI) 3.1 Login + Menu (role-based) frmLogin User dropdown (Active users) Password input Sets TempVars UserID/UserRole Routes to frmMenu after success frmMenu Buttons shown/hidden per role: CallCenter: Leads, Customers (view) AM: MyLeads, MyTasks, Quotes, Customers Designer: Assigned tasks, QuoteLines costing screens, Documents Production: Production dashboard, machine lists, phases, documents Manager/CEO: All tasks, approvals, admin dashboards, reports Admin: user management, lookups 3.2 CRM frmLeads (list) frmLeadDetails (single) + subfrmLeadTasks frmMyLeads, frmMyTasks frmDirectorTasks (all open tasks + assignment dropdown) 3.3 Customer 360 frmCustomerCard with tabs: Customer info Contacts Projects/Quotes (with status) Invoices Tasks Documents KPIs (win rate, totals) 3.4 Projects + Quotes frmProjects (optional) or project embedded in quote creation frmQuotes (header) with: ProjectCode, Customer, Contact, Owner, QuoteDate, Status PDF link field + “Export PDF” button “Create follow-up tasks” button (automation) subfrmQuoteLines rebuilt from scratch: LineNo, Product, Description, Qty, Price, LineVersion Button: “Open Costing” Button: “Add Documents” 3.5 Costing per QuoteLine (tabs) frmCosting (opens by QuoteLineID) Tabs by cost type: Materials Labor Outsourcing Overhead Summary (total cost, margin) CEO-only: cost totals/margins visibility 3.6 Approvals + Release to production frmQuoteApprovals: Request approval, approve/reject, comments, history Release flow: When quote is Won and approved → create ProductionOrder Production dashboards: frmProductionDashboard (projects released) frmProjectMachines (pick list) frmProjectPhases (phase checklist) frmProductionFiles 4) Automations (minimal VBA, required features) 4.1 Quote follow-ups When QuoteStatus becomes Sent (or user presses a button): Create 2 tasks: +3 days +10 days Assigned to quote owner. Must prevent duplicate task creation. 4.2 Approval tasks When approval requested: Create task for Manager/CEO “Approval needed”. 4.3 Production tasks When released: Auto-create phase tasks (optional milestone). 5) Reports + PDFs (must be included) rptQuotePDF: professional quote layout Button to export to PDF and store link (Documents/Quotes) rptProductionPack: machine list + phases + documents list KPI reports: pipeline, win rate, task aging, revenue by customer 6) Security + Permissions Role-based form access (deny/close on load) Menu-driven navigation (hide nav pane/full menus) CEO-only cost/margin views Audit log for sensitive fields 7) Multi-user + Split DB requirement Developer must deliver: Back-end ACCDB (tables only) Front-end ACCDB/ACCDE (forms/queries/reports/modules) Relinking tool on startup Indexing strategy Record locking settings guidance Packaging instructions per user PC 8) Deliverables Working Access solution (FE+BE) Table schema documentation Form list + screenshots User manual (basic) Sample data (optional) Source code modules (documented) Report templates and PDF export working 9) Milestones for Freelancer pricing M1: Database schema + login + menu + roles M2: Leads + tasks + customer card M3: Projects + quotes + rebuilt quote lines M4: Costing per quote line (tabs) + CEO-only view M5: Approvals + release to production M6: Production dashboards + machine lists + phases M7: Reports + PDFs + KPIs M8: Split DB deployment + ACCDE packaging
Project ID: 40209546
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17 freelancers are bidding on average €118 EUR for this job

With over 7 years of experience, I have developed a deep understanding of Data Modeling and Database Administration. I have successfully designed and built numerous CRM systems and workflow tools similar to the requirement of your project. Moreover, my proficiency in Microsoft Access makes me one of the best-suited candidates for the job as your project needs an expert who can work seamlessly on this platform. I guarantee that I will not only create all the necessary tables and relationships required but also ensure a functional and user-friendly system that caters to your specific business needs. My aim is to provide an end-to-end solution that enables efficient management from Leads to Customers, Projects to Quotes, and much more. Most importantly, I'm committed to offering you the best value for your money. You only pay if you're satisfied with my speed, quality, and accuracy of work! Given my extensive experience, dedication, and cost-effective approach, there's no doubt that by choosing me, you are investing in a long-term solution that empowers your organization. Let's connect and discuss further about your project vision!
€220 EUR in 5 days
6.3
6.3

Title: Access CRM + Workflow Expert — 25+ Years Experience I specialize in Access/Excel/VBA systems with automation, reporting, and multi‑user deployment. Over 25 years I’ve delivered CRM, quoting, costing, and workflow solutions across finance, construction, retail, and membership organizations. Clients call me the “Messi of Office” for precision and reliability. Your project is a full CRM + workflow system: leads → customers → projects → quotes → line‑level costing, approvals, production dashboards, document linking, audit logs, and KPI reporting. I will build a split FE/BE database with role‑based login, menus, and packaging instructions. Milestones ensure transparency: M1: Schema + login/menu — €150 M2: Leads + tasks + customer card — €150 M3: Projects + quotes — €150 M4: Costing + CEO view — €200 M5: Approvals + release — €150 M6: Production dashboards — €200 M7: Reports + KPIs — €200 M8: Split DB deployment — €200 Total: ~€1,400 (negotiable). I never start without milestones and guarantee tested delivery at each stage. If you want a professional Access developer who blends technical precision with transparent project management, I am ready to build this system for you.
€30 EUR in 1 day
6.5
6.5

Hello, I understand you're looking for a robust MS Access CRM that includes quoting, line-level costing, and a production workflow tailored for multiple users. With extensive experience in developing customized CRM solutions, I can deliver a system that streamlines your processes and enhances team collaboration. My approach will ensure that the CRM not only meets your current needs but is also scalable for future growth. I will focus on creating a user-friendly interface that simplifies quoting and costing while maintaining an efficient workflow. Your requirements for a multi-user ready system will be prioritized, ensuring seamless access and functionality for your team. Let's discuss how I can help bring your vision to life. Regards, Nurul Hasan
€200 EUR in 7 days
4.7
4.7

Hi, I’d be happy to contribute. I have experience in Database Administration, Data Modeling and Microsoft Access. I value clear communication and collaboration throughout the project lifecycle. Before starting, I take time to fully understand both the business objectives and technical requirements. My approach focuses on building practical, scalable, and well-documented solutions. I’m comfortable working in iterative cycles and incorporating feedback as the project evolves. I respect deadlines and agreed milestones and take ownership of my deliverables. I can adapt easily to your preferred tools, tech stack, and workflow. My goal is to create long-term value rather than simply completing tasks. I’d welcome the opportunity to discuss your project and next steps. Best regards, Marko O.
€30 EUR in 6 days
0.0
0.0

Hello, As a full-stack AI/ML engineer with strong database administration skills, I am the perfect fit for your MS Access CRM and Workflow System Development project. With extensive proficiency in Python and a deep understanding of data modeling and management, I have successfully built end-to-end applications, from backend to frontend. My experience in creating complex databases and managing multi-user systems will be essential in developing an efficient workflow system for your business. I bring not only technical acumen but also a commitment to transform ideas into production-ready solutions. My expertise includes designing and deploying REST APIs and serverless architectures - a crucial aspect for your intended split DB environment with multiple concurrent users. Additionally, my ability to automate ML workflows will enhance your line-level costing and part-level breakdown functionalities, ensuring accurate cost estimations for each quotation line version. In summary, hiring me provides you with an experienced professional who understands the importance of maintaining clean code and long-term scalability alongside meeting deadlines. Combining my AI/ML, full-stack engineering, and database administration skills with your project's requirements guarantees a robust MS Access CRM that fits your specific needs while paving the way for future expansion or upgrades if required. Allow me to bring creativity and engineering accuracy together in this project. Thanks!
€100 EUR in 1 day
0.0
0.0

Hello, With over six years of hands-on experience in Database Administration and Design, I am well-equipped to deliver a comprehensive MS Access CRM and Workflow system that meets all your requirements. My in-depth knowledge of database management using MS Access combined with my understanding of your project's end goal enables me to create a data model that captures all the necessary tables and relationships. I specialize in building user-friendly applications that meet specific business needs, and your project is no exception. I understand the importance of role-based access, menu, and permissions, concretely demonstrating this by structuring your user roles efficiently (e.g., CallCenter, AM, Designer, Production). This ensures everyone involved can seamlessly navigate through their tasks within the system. On a more technical note, I am highly proficient in backend technologies such as Node.js and PHP Laravel which makes me well-prepared in case you might need future integrations or modifications to the application. Working with React Native and Flutter has made me adept at designing clean, responsive frontends; perfect for your aim for a multi-user ready and split DB planned application. Let's discuss this project further - I am confident we can produce an Access system that will effectively manage your Leads to Customers conversion, Quotes & Line Level Costing while ensuring efficient workflow! Thanks!
€42 EUR in 2 days
0.0
0.0

Hi there, I’ve read your MS Access CRM & Production Workflow spec and I’m confident I can deliver a scalable, multi-user split DB with versioned QuoteLines, costed line items, and role-based access. I’ll implement a solid data model, auto-number projects (00001…), compute PRCodes, generate PDFs (Quotes/Production packs), and provide a pragmatic FE/BE split deployment plan; I can tailor the folder structure, KPI reports, and approvals workflow to your needs. What are your preferred hosting/workspace for FE/BE split, and which user roles should have admin access first?
€30 EUR in 4 days
0.0
0.0

Hello Dear, I am Jagmohan Kumawat, a multidisciplinary digital expert with 5+ years of experience building luxury websites, mobile apps, digital marketing, automations, intelligent systems and high impact creative assets. My focus is always on delivering results with precision, style and longterm scalability. Signature Excellence • Luxury Websites & Web Systems • iOS & Android Mobile App Development • Custom API Integrations • Advanced Workflow Automation & AI Systems • Salesforce CRM Setup, Flows & Cloud Integrations • Professional Branding & UI/UX • Social Media Content & Digital Strategy • E-Commerce Systems & Automation • Premium Video Creation & Cinematic Editing Technology & Creative Mastery Node.js | React | Laravel | WordPress | PHP | JS | Shopify | Android/iOS | Salesforce Cloud | CRM Automations | REST APIs | Firebase | AI Solutions | Figma | Adobe Suite (Illustrator, Photoshop, Premiere Pro, After Effects) Canva Pro | AutoCAD | Motion Graphics & AI Video | Digital Marketing | Content Writer | SEO/SMO I’m ready to take your project forward with precision, creativity and technical excellence. Feel free to share more details. I will prepare a customize plan for your exact needs. Best Regards Jagmohan Kumawat
€140 EUR in 7 days
0.0
0.0

Hello, I am excited to develop your comprehensive MS Access CRM and Workflow system. With experience in creating multi-user Access applications, I'll build your system from scratch to manage Leads, Customers, Projects, Quotes, and Production Workflow. The project will feature role-based access, detailed costing, and approval processes, ensuring robust management and reporting, including KPIs and PDF exports. I'll design a split database for concurrent users and implement an intuitive UI for seamless navigation across Leads, Quotes, and Production dashboards. My focus will be on security, with role-specific permissions and an audit log for sensitive fields. Questions: • Are there specific KPIs or reports you prioritize for your business operations? • Do you have a preferred timeline for each milestone, or should I suggest a schedule? Looking forward to discussing how I can tailor this solution to meet your needs effectively. Thanks and best regards, Faizan
€90 EUR in 5 days
0.0
0.0

Hello, Are you tired of managing your leads, customers, projects, and quotes manually, leading to inefficiencies and potential errors in your workflow? I understand the complexities you face in tracking line-level costing, production workflows, approvals, and document linking. I propose to develop a comprehensive Microsoft Access application tailored to your specific needs. From creating a robust data model to implementing core workflow tables and numbering rules, I will ensure a seamless transition to a user-friendly CRM system. By incorporating role-based logins, permissions, and a split database structure for multi-user accessibility, I aim to streamline your operations effectively. With a strong technical skill set, clear communication, and a commitment to delivering high-quality solutions, I guarantee a reliable post-launch support to address any concerns promptly. You can view my portfolio at https://www.freelancer.com/u/rajeshrolen and discuss how we can transform your workflow by opening a chat with me. Sincerely, Rajesh Rolen
€140 EUR in 7 days
0.0
0.0

We are Microsoft Partner and we have been working in all the modules of D365 and Office 365 since last 15 years. I couldnt review every details you posted but I believe you need some help with work flow, we can assist you in this. lets connect now if you are available. Thanks
€250 EUR in 7 days
0.0
0.0

Skiathos, Greece
Member since May 7, 2020
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