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Your business. Your workflow. One powerful MS Access CRM
This MS Access CRM is built for medium-sized businesses that need a reliable, all-in-one solution to manage clients, projects, sales, and day-to-day operations. Fully customizable to match your workflow, it adapts to your company’s unique requirements, helping you work smarter, faster, and with complete control over your data."
It keeps the benefits clear, includes high-value keywords like CRM, medium-sized businesses, clients, projects, sales, customizable, and focuses on outcomes.
Create & Manage Clients, Orders, Invoices, Quotes, and Purchase Orders
Export Anywhere PDF, Word, Excel, or direct printing
Secure Access User authentication with role-based permissions
Client Insights Detailed client summary sheets at your fingertips
Inventory Control Track and manage stock in real time
Direct Communication Send documents straight to your customer’s email
Automated AML Risk Assessments — Fast, Accurate, and Fully Customizable
A custom-built MS Access application that automates Anti-Money Laundering (AML) risk assessments for clients.
Complete a configurable questionnaire, and the system calculates risk scores, generates detailed reports, and alerts you to upcoming reviews.
Client Risk Assessment Form – Displays calculated AML risk levels based on questionnaire responses
Client Assessments Overview – List of assessments with risk ratings and due dates
Consolidated Risk Assessment Report – Company-wide summary of client risk levels and categories
Configure Assessment Criteria – Add, edit, or remove questions and answer options for the AML questionnaire
Main Menu Dashboard – Quick access to clients, reports, assessments, and user management
6. Risk Assessment Validation Report – Detailed breakdown of risk factors for a specific client
7. Login Screen – Secure user authentication to access the AML system
Email Integration Send AML assessment reports directly to clients via email
Fully Configurable Questionnaire Tailor questions to match your requirements
Flexible Answer Management Add, edit, or delete answers at any time
Proactive Alerts Receive notifications for AML assessments approaching
Secure Login Access Protect data with user authentication
Comprehensive Reporting Generate detailed consolidated reports
Multiple Export Formats Save reports in PDF or Word for easy sharing
Custom Question Management Add, edit, or delete assessment questions
Multi-Factor Risk Evaluation Assess across five key AML risk factors
Role-Based User Permissions Define custom access rights for each user
Track, Analyze, and Optimize Hotel Performance — All in One Excel Dashboard
A comprehensive Excel-based analytics solution for hotel portfolio performance tracking, built with advanced Power Query automation. This tool transforms raw ERP, CRM, and PMS data into dynamic visual dashboards that deliver actionable insights for revenue management, forecasting, and operational decision-making.
This solution equips hotel management teams with a real-time, interactive view of portfolio performance, enabling faster decisions, improved revenue strategies, and data-driven operational planning — all within a secure, standalone Excel environment.
Automated Data Processing Refresh/update reports instantly
Power Query Integration transform and combine data from ERP, CRM
Self-Contained Excel Solution Runs entirely within Excel with no external connections
Dynamic KPI Adaptation Calculate and adjust KPIs such as MPI, ARI, RGI, RevPAR, ADR
Interactive Data Views Filter and drill down by hub, country, brand, city, hotel, market, and more
Comprehensive KPI Tracking Analyze daily, monthly, and yearly performance with visual trends
Forecast Validation and Variance Analysis Monitor submission status, highlight variance
Performance Insights top and bottom performers, sell-out efficiency, weekday vs weekend
Special Event Impact Analysis performance during special events versus standard periods
Custom Reporting and Export Generate professional reports in PDF or Excel for management
Insight-Driven Decision Making Turn complex data into strategies for growth and improvement
Forecast Validation Dashboard Hotel portfolio forecast overview with submission status, variance tracking by month and country, and automated variance analysis against previous forecasts.
Interactive Excel dashboard showing daily, monthly, and yearly hotel performance metrics (MPI, ARI, RGI), quadrant performance analysis, and cash impact visualizations, with full filtering options.
Special Events Performance Analysis Comparative analysis of hotel KPIs during special events vs standard periods, featuring bar and line charts, daily performance tables, and variance insights.
Daily Market Share Performance Pack Interactive Excel dashboard showing daily, monthly, and yearly hotel performance metrics (MPI, ARI, RGI), quadrant performance analysis, and cash impact visualizations, with full filtering options.
