QuickBooks Customer Manager 2.5
Customer management software from QuickBooks can provide your customers with better service. Customer Manager consolidates key customer information from applications such as QuickBooks, Microsoft Outlook and Outlook Express in one place and on one screen. All the information you need to service your customers is now at your fingertips.
- 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.
How Customer Management Software Can Help You
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 synchronizes1:
- 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.
See the actual QuickBooks financials
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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
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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.
If you don’t use Outlook, you can use the calendar built-in to Customer Manager to keep track of your appointments. It’s easy-to-use and looks similar to a spiral-bound calendar you may keep on your desk.
If you don’t use Outlook, you can use the calendar built-in to Customer Manager to keep track of your appointments. It’s easy-to-use and looks similar to a spiral-bound calendar you may keep on your desk.
View all the customer information you need on one screen
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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, e-mails, pictures – anything that relates to a customer or project2
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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 e-mails - with attachments intact
- Drag in multiple e-mails 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
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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
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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 mailing3 labels
- Create personalized letters for a group of customers
- Print mailing labels for a group of customers
Use the Familiar QuickBooks Look and Feel
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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
- Startup wizard walks you through setup step-by-step
- Frequently asked questions are included inside dialog boxes & wizards
- Access Help and FAQs from every screen
What our customers are saying
"Every job we do is custom. Each client may have three or more projects going at onetime, Customer Manager really helps us keep each project clear and on time. We love it."
Janet Van Kampen, President
Janet VanKampen
Interior Design
Janet VanKampen
Interior Design
Notes
