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I have managed my offers, customers and invoices with Microsoft Access for years. Recently I upgraded from my very old version to Office 2013 Home and Business, which does not include Microsoft Access any more.

Since I need MS Access only for this one task, I think it should be possible to replace it. The application must

  • Store customers with
    • customer ID
    • address
    • email address
  • Store offers with
    • offer ID
    • customer ID (foreign key)
    • date
    • valid until date
  • Store invoices with
    • invoice ID
    • customer ID (Foreign key)
    • delivery date
    • invoice date
    • due date
    • payment status
  • Store offers and invoices with
    • Several lines: text, amount, per item price
    • Calculate the total price per line
    • Calculate the total price per offer
    • Calculate the total VAT per offer in 2 rates (reduced rate and standard rate)
  • Export single invoice / single offer to XML
  • Export complete data into standard file format (XML / CSV) in case I need to replace the application later
  • Keep the data local
  • Provide basic security (password protection)

From the solutions I've seen so far, I have to say that I don't like the existing CRM tools because they offer too many features that I don't need. I really need it simple and stupid. I don't want

  • PDF generation - I use Latex to generate the invoice PDFs. That's why I need the XML export
  • Anything web-based - this is too much security risk and I have a bad Internet connection
  • SQL-based solutions - keep it small and simple
  • Multiuser operation - since I'm the only user
  • Project management features - done in other application
  • Employee management - I'm the only employee
  • Calendars - I use Thunderbird + Lightning
  • Sending emails - I use Thunderbird
  • Payment management / connection to any bank account
  • Forecasts
  • Reporting
  • Marketing features
  • Document templates
  • Workflow tracking
  • Document management
  • Service / Repair / Maintenance tracking
  • Support ticket management
  • Bug tracking
  • Requirements Engineering features

I have tried:

  • looking for a suitable CRM tool online, but all of them seem web-based or have 10+ features that I don't need.
  • Excel, but it's hard to keep the data separated

Price: 50 € one time

License: commercial use obviously, no expiration

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Until someone writes better answer, I would say that we offer such a system with all these features (and without most features from your 'don't need this' list) but I can't be delivered at given price. But maybe someone posts the answer...

My points are:

  • reagrding "no SQL-based solution" – I don't think this is a good idea. You can still run free SQL server locally without even noticing it on system performance. Please note that your Access solution is SQL-based, too.

  • if no one gives better answer, I would advice you simply to run your previous well established solution.

    • I think you can install even the old Office package. Hopefully there shouldn't be a conflict with new one if you do NOT install anything but Access.
    • Or you can consider purchasing new Access, too. It might still get cheaper on bottom line than any other available way (if you consider all needed time and effort).
    • Or you can rewrite your solution in some free software, for example in Base application (of Libre Office suite). On bottom line this can still get more expensive than upgrading your Access, though.
  • I immediately agree on the SQL-based. I probably meant MS SQL Server based. I had enough problems configuring that thing, even in Express edition. Looking for an Access replacement sounds like a reasonnable approach which I didn't think of before you wrote it. I immediately found MDB Viewer Plus which seems to work and is even free. I'm not happy with OpenOffice / LibreOffice products I have to admit. I tried both, but that's why I bought MS Office again. – Thomas Weller Jun 6 '14 at 10:41
  • Regarding MS-SQL server: if you install it locally by clicking Next... Next... Next... Finish there are hardly any problems. (Unless you have corporate machine with restricting policies set by administrators etc.) – miroxlav Jun 6 '14 at 12:40
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What about Salesforce? https://corevalue.net/what-is-salesforce/ This CRM is a must for any business and helps to assist and identify your client,so that you’ll never have to worry about losing revenue as a result of incomplete data.

  • 1
    It seems there is no 50 € one time fee version. All versions I found are paid monthly. Also, I didn't find the possibility of doing a local installation. It seems all cloud based. The link you provided gives me a timeout. Could you please extend your answer in a way that explains how my requirements are met? – Thomas Weller Sep 3 at 8:13

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