QuickBooks Customer Manager 2.5:

QuickBooks Customer Manager 2.5 - Serving Customers Made Simple.

QuickBooks Customer Manager 2.5 Full Version $63.96 Upgrade $31.96 For businesses needing additional customer management features. Review QuickBooks Product List

QuickBooks Customer Manager 2.5 - Serving Customers Made Simple. Consolidates all your customer information in 1 place. Works with QuickBooks, Outlook and Outlook Express. Manage your schedule and important tasks with pop-up reminders so nothing falls through the cracks. Easily communicate with multiple customers through mass e-mail. Bring important dates into the Calendar including birthdays, anniversaries, or custom date field.

• Consolidate customer information from QuickBooks, Outlook, and Outlook Express in one place.
• View all the key customer information on one screen.
• Link files, emails, pictures – anything that relates to a customer or project. Keep track of all project details on one screen.
• Easily send personalized communications to a few or a few hundred customers.
• Navigate the program using the familiar QuickBooks look and feel.
• Get started using Customer Manager in about 30 minutes.

• Consolidate all your key customer information from QuickBooks, Microsoft Outlook, and Outlook Express in one place.
• How it works with QuickBooks, Outlook, and Outlook Express. Customer Manager synchronizes:
  • Name and contact information with QuickBooks, Microsoft Outlook and Outlook Express.
  • Appointments with Microsoft Outlook.
  • Financial transactions, such as invoices, payments and current balances with QuickBooks.
  • You can customize the settings to limit the type of information synchronized – you’re in control.
• See the actual QuickBooks financials. You can click on any QuickBooks item in the Recent History pane to jump to QuickBooks to see the actual transaction – an invoice, payment record, purchase order or check. You can also link to your customer’s QuickBooks QuickReport.
• Share appointments with Microsoft® Outlook Calendar. If you use Outlook to manage your calendar, click “New Appointment” and Customer Manager launches Outlook and opens an appointment window. You can create an appointment that will appear in both Outlook and Customer Manager.
• View all the customer information you need on one screen. The Name Record screen is the nerve center of Customer Manager and summarizes all the key customer information you need in one place. You can see details such as phone numbers, files, projects, appointments, and financial transactions – all at one glance. You can access them in one click. Panes and action buttons include:
  • Customer Profile – Company address, phone numbers, contacts, e-mail address, web site and more. You can add an unlimited number of fields to track whatever you need to provide great service.
  • Recent History– Shows a chronological history of communications, appointments and to-do’s, QuickBooks financial transactions such as invoices and payments, and related notes & documents.
  • Notes– Allows you to enter details of phone calls and general notes, such as directions to the customer’s office, while you’re talking with the customer on the phone.
  • To-Do’s – Allows you to add and track tasks and reminders related to a customer. You can even check them off as you complete them.
  • Appointments - Allows you to enter and view appointments.
  • Projects – Provides a list of in-progress and completed projects related to a customer.
  • Related Contacts – Links related individuals, such as referrals, colleagues and vendors and displays their contact information from each other’s screen.
• Link files, emails, pictures – anything that relates to a customer or project. Customer Manager allows you to pull all of your customer-related information together in one place, regardless of which application it came from.
  • See appointments and emails - with attachments intact
  • Drag in multiple emails at one time
  • Add letters, faxes, logos, artwork, PDF files, spreadsheets and more
  • Enter to-do reminders, notes from a phone call or project, and schedule events right in Customer Manager
• Keep track of all project details on one screen. Similar to the Name Record, you can also use the Project Record to stay on top of everything related to a project.
  • Track all the details related to a project, including contacts, suppliers, vendors and files such as spreadsheets, images, or project plans
  • Set pop-up alerts to remind you of important tasks and appointments, ensuring nothing slips through the cracks
• Easily send personalized communications to a few or a few hundred customers. Customer Manager makes it easy for you to send quick cost-effective mailings to your ten top customers or to your entire customer base.
  • Merge contact information into personalized Microsoft Word letter templates and mailing labels
  • Create personalized letters for a group of customers
  • Print mailing labels for a group of customers
• Use the Familiar QuickBooks Look and Feel. You’ll know how to use Customer Manager the minute you launch it because it looks and works just like your QuickBooks financial software. The desktop looks like a browser, and you navigate with one click on the icons, toolbars and links.
• Easy to set up – start using it in about 30 minutes. Unlike most customer relationship management software, Customer Manager is simple to set-up, learn and use. Most people can install the software, import their contacts from Excel or QuickBooks, and be up and running in about 30 minutes.

100% Satisfaction Guaranteed Try QuickBooks for up to 60 days at no risk. If you're not 100% satisfied for any reason, please call customer service within 60 days of purchase at 1-800-446-8848 to request a refund. To process your request, the agent will need the product license number located on the CD.

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