Product Overview

Centralise all your customer data into one system

QuickBooks Customer Manager is an information and task management tool that will help you better serve your customers. It takes the pain out of tracking customer information in multiple systems because it consolidates all your client's critical information in one place and displays it on one, simple screen. When you click on a customer's name a complete overview of the customer interactions instantly appears: emails, phone calls, contact information, correspondence, recent QuickBooks transactions, linked documents, notes, to-dos, project information, and related contacts (like referrals or family members).

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Enhances customer service

By giving you more time to interact personally with your customers you can boost your service levels. QuickBooks Customer Manager helps you by launching pre-filled email and Microsoft® Word documents, as well as any new transactions directly from the customer profile screen. View year-to-date revenue or set up automated email communications such as thank you notes, keeping in touch messages, even birthday cards, so that you can improve your customer commitment.

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Easy to follow start-up wizard and installation

Customer management has never been simpler - getting started is so Quicken.Easy. Import your data using the start-up wizard and you can be up and running in about 30 minutes. QuickBooks Customer Manager features intuitive design and speedy navigation, as well as help topics on every screen. It is simple to use so you can make it part of your everyday business as quickly as possible.

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Manage and track projects

Track the status of each customer from the first inquiry to the completed project or job. Information is now easy to file and find. With QuickBooks Customer Manager, everyone in the office can know exactly where a customer's project stands, with complete visibility to the project's history, contacts, tasks, appointments and even notes about the job. Get it running in your office to improve turnaround times and generate more revenue.

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Integration with QuickBooks 2006/07 and 2005/06

QuickBooks Customer Manager is a great standalone customer relationship management tool. To help you run your business better it integrates with QuickBooks 2006/07 and QuickBooks 2005/06. This will help reduce duplicate data entry and will give you a complete up to the minute view of your customers and suppliers.

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Outlook Express integration & synchronisation

The advanced integration and synchronisation features available in Customer Manager are now available for use with Microsoft Outlook Express. Save valuable time and money by importing your customer data directly from Outlook Express into Customer Manager. Enter any changes into Customer Manager and synchronise the updates into Outlook Express.

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Label printing feature

By exporting customer information from the Customer Manager Names List you can print mailing labels. Select and customise the information on the labels using the print labels wizard before exporting the data to review and print from Microsoft Word.

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Multi-user synchronisation

If you purchase more than one copy of QuickBooks Customer Manager you can synchronise data between each PC that has a copy of the software installed, so you can share customer information among up to 5 different computers in your business.

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Features

What's New?

New Enhancements
Customer Manager's new design makes it easier to resolve conflicts when importing text or CSV files or synchronising with another application such as QuickBooks or Outlook Express. It enables you to identify the application that created the source information.

Customer Manager also separates information in conflicting records so you can see the conflicting elements against the non-conflicting elements. This makes it easier to resolve the conflict.

You can now choose to create one record from a conflict or keep both records in Customer Manager separately. This second option is great if the two conflicting records relate to two different people and you don't wish to merge the details. Both records will exist in Customer Manager and the other application.

Skip or delay resolving an individual conflict to the next synchronisation when you are synchronising with QuickBooks, Microsoft Outlook, or Outlook Express.

Resolve all conflicts during a synchronisation process automatically by getting Customer Manager to keep data from a specific application. This feature is only available as a choice whilst synchronising data. You can not set a preference that has Customer Manager apply the feature automatically to all synchronisation processes.

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System Requirements

System Requirements

Minimum Requirements:

• 350 MHz Intel Pentium (or equivalent) with 96 MB of RAM
• Windows 98SE/2000/XP
• 170 MB of disk space for Customer Manager installation
• Internet Explorer 6.0 (requires 70 MB)
• At least 256 colour SVGA video
• 800 x 600 resolution with small fonts
• Works with any printer supported by Windows 98SE/2000/XP
• 8 x CD-ROM
• All online features/ services require Internet access with at least a 56 Kbps modem

Recommended Specification:

• 1.0 GHz Intel Pentium IV or equivalent with 256 MB of RAM
• Windows 2000/XP
• 1024 x 768 resolution
• Works with any printer supported by Windows 98SE/2000/XP
• High speed Internet access

Integration Requirements (Additional software sold separately)

• Microsoft®.NET Framework CLR 1.1 (provided on CD, requires additional 23 MB of hard disk space)
• QuickBooks EasyStart, QuickBooks Accounting, QuickBooks Plus, QuickBooks Pro or QuickBooks Premier (2005/06 or 2006/07)
• Microsoft® Outlook 2000, 2002 or 2003
• Microsoft® Outlook Express 5.5 or 6.0
• Other applications may be imported using a CSV (comma separated value) or text format file