IT Consultant Contact Tracking Template Outlook Style | Contact Database
IT Consultant Contact Tracking Database/Template System
Purchase Prices
$49.99—Internal Use—This product allows you to use this database template however you wish within your organization.
$99.99—Unlimited Developer Use—This version allows you to use this database template however you wish for any applications you develop and distribute.
Download a Demonstration
Download a demo version for free to test!
Microsoft Access IT Consultant Contact Tracking Database
For IT consultants who manage multiple clients, recurring appointments, technical support sessions, and billing cycles, a streamlined contact tracking system is essential to maintaining organization and delivering professional service. The Microsoft Access IT Consultant Contact Tracking Database is a full-featured, customizable solution designed to help IT professionals manage every client interaction with clarity and control. Built entirely using Microsoft Access tables, forms, reports, and VBA (Visual Basic for Applications) code, this robust template integrates tightly into your existing Access environment and scales easily as your client base grows.
Inspired by the structure of Microsoft Outlook’s contact modules but purpose-built for IT consulting workflows, this Access-based system offers full ownership of your data—without the recurring fees or feature limitations of many off-the-shelf CRM platforms. It is ideal for freelance consultants, managed service providers (MSPs), and internal IT teams supporting diverse departments or clients.
Key Features:
Client Contact Management: Store and manage detailed client records including technical contact information, preferred support channels, service history, and notes for each engagement.Appointment and Service Scheduling: Track remote support sessions, on-site visits, project meetings, or maintenance schedules with ease.Invoice Generation and Payment Tracking: Quickly generate invoices for services rendered and record payments received to maintain accurate billing records.Pre-Built Reports: Access reports showing outstanding balances, client engagement history, appointment summaries, and more—ideal for internal analysis or client-facing documentation.
Whether you're managing servers, networks, software upgrades, or general tech support, this database gives you a professional-grade tool to stay organized, streamline communications, and ensure nothing falls through the cracks.
Please Note: This is a template database. If it doesn’t meet your requirements 100% and you’re unable to customize it yourself, Winning Solutions, Inc. (WSI) offers professional development services. We can provide a quote to modify the database to perfectly align with your IT consulting workflow.
?? Contact Us today to request a quote or learn more about how this tool can benefit your IT consulting business.
Are you looking for the ability to use this template in a calendar view as well? Then be sure to learn more about Microsoft Access IT Consultant Scheduling Database . This version of the tool allows you to view your data in a calendar view (day/week/bi-weekly and monthly).
VB.NET , C#.NET or ASP.NET version of this template, please Contact us for more details.
Sample Screens
IT Consultant Contact Tracking Database
Main Menu Form
IT Consultant Contact Tracking Database
Setup Customer
IT Consultant Contact Tracking Database
Search Custome
IT Consultant Contact Tracking Database
Edit Customer
IT Consultant Contact Tracking Database
Customer Calls
IT Consultant Contact Tracking Database
Customer Appointments
IT Consultant Contact Tracking Database
Customer Payments
IT Consultant Contact Tracking Database
Add Call
IT Consultant Contact Tracking Database
Add Appointment
IT Consultant Contact Tracking Database
Add Payment
IT Consultant Contact Tracking Database
Maintenance/Setup
IT Consultant Contact Tracking Database
Report Menu
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Download a Demonstration
Download a demo version for free to test! The demo version is in Access 2010, which will work on either Access 2010, 2013, 2016, 2019 or Office 365. If you need a previous version of Access to try, please
Contact Us . Please note that the demo version of the software is fully functional, but does not store any data once you close the database. The full version of the software, available for purchase, stores data in the database permanently.
The following document explains, in detail, how to install the demo and how to avoid some common setup issues:Download Instructions
Full Version and Live Demonstration Options
Live demonstration
To experience a more interactive and personalized demonstration of this WSI template, we invite you to contact WSI and schedule a live demonstration with one of our team members. This opportunity allows you to engage directly with us, either as an alternative to or in conjunction with downloading and exploring the demo version of the template at your leisure.
Please note that downloading Microsoft Office files, including Microsoft Access database files, might trigger a security warning on your computer. To avoid this and get a comprehensive overview, you have the option of viewing the template through a virtual meeting on Teams or Zoom with a WSI representative.
After purchase
Once you purchase the database template, you will receive the full version of the database in a standard Access Database file. The purchased database will have full access to the database window, all design objects, the Visual Basic project code, and you will be able to modify or add to the design in any way you wish. This does not apply to run-time or compiled versions.
If you lack the time to integrate this database into your system, please Contact Us and we will be glad to help with your integration process. If you like the basics of what you see in the database, but need enhancements to make the system functional for your business, please Contact Us and we will develop a quote for the additional features you require.
Purchase Prices
$49.99—Internal Use—This product allows you to use this database template however you wish within your organization.
$99.99—Unlimited Developer Use—This version allows you to use this database template however you wish for any applications you develop and distribute.
After Your Purchase
Delivery timing
Once your purchase is complete, you will receive an email within 12 hours, and usually sooner during standard business hours, with a link to download the full version of the database. Please check your junk mail folder if you do not see the message.
Implementation help
If you need help implementing this function or need modifications for your requirements, request a free quote for your Microsoft Access development needs. WSI will determine your needs based on written requirements that you provide. Please ask your WSI representative for an example of sufficient written requirements.
Support and customization
WSI offers optional paid support and customization programming services. WSI templates are priced based on the purchaser self-supporting the database. WSI assumes purchasers who do not wish to pay WSI for support have the Microsoft Access and SQL Server knowledge needed to install, customize, and use the template. Paid support is available by the hour; please contact us for the current hourly fee.
Planning your changes
If you need assistance preparing requirements, WSI offers fee-based services to help document what needs to be done. You can also review our process mapping service or learn more about the WSI quoting process .
Testimonials
What Customers Say About WSI
"Once again, you guys have outdone yourself. The service and support you have provided has been the best I've ever experienced from a software development team. You guys have the best Access calendar GUI I've ever seen."
Mike Mattas
"Thanks to all!! Nice job on the changes. They look good, thanks for your quick response!!"
George Ells
"Thanks for all your help. Your service is great as I find you and your team easy to deal with and very responsive in terms of getting the changes done. Great work."
Steve Da SilvaThe Hospital for Sick Children
"With the expertise of Andres the database was put in the store for use just 4 days later. The efficiency of his programming and the added benefit of video to refer back to in case of small adjustments brought what seemed like a daunting task into reality very quickly."
Debbie Hunt
"Bottom Line: Winning Solutions is hands down the most polite, professional, committed, able, and proven company I have ever worked with. Their staff, top to bottom, are all winners."
Dave YeadonDakota Steel & Trim
"Our Service Dept is enjoying the Calendar. We adapted the Enhanced Microsoft Access Calendar to meet our needs. The Service Manager and Advisors enjoy the ease of booking work."
Richard "Dick" MillikenWhited Peterbilt