Calibration Lab Micro-CRM & Asset Manager (Excel)

Stop running your lab on messy paper lists. Get a professional Calibration Management System (CMS) for a one-time cost.

Managing hundreds of customer assets, calibration due dates, and purchase orders is impossible without a system. But "Big Software" costs £2,000+ a year and is too complex for smaller labs.

The AccreditFast Micro-CRM is a powerful, relational database built entirely in Microsoft Excel. It gives you the features of expensive software—Traffic Light Alerts, Financial Dashboards, and Job Scheduling—without the monthly subscription.

✅ No Monthly Fees | ✅ Works on Mac & PC | ✅ Fully Unlocked

Key Features:

• 🚦 Automated Traffic Light Alerts: Never miss a due date. The system automatically flags equipment as Green (Compliant), Amber (Due Soon), or Red (Overdue) based on your custom settings.
• 📊 The Command Dashboard: A visual "App-Style" home screen that shows you exactly what matters:
• Revenue Billed This Month
• Value of Work In Progress (WIP)
• Count of Overdue Items
• Upcoming Schedule (7-Day Lookahead)
• 🔗 Relational Database: Unlike a flat spreadsheet, this tool links your data. You cannot assign a job to a customer that doesn't exist. It tracks Customers, Equipment, and Orders in separate, connected tables.
• 📅 Dynamic Scheduling: Assign technicians to specific jobs and track "Target Completion Dates." The visual schedule updates automatically to show you what is due this week.
• 💰 Financial Tracking: Track Customer Purchase Orders (PO#) and see the total "Lifetime Value" of every client instantly.

What is included in the download?

1. The Micro-CRM Excel System (.xlsx): Fully unlocked and editable.
2. User Instruction Manual (PDF): A professional guide on how to set up customers, log orders, and manage your schedule.