Serving Customers Made Simple!

Software Information

QuickBooks Customer Manager 2.5 is the easiest way to provide your customers with great service. It consolidates key customer information from applications such as QuickBooks, Microsoft Microsoft Outlook and Microsoft Outlook Express in one place and on one screen. All the information you need to service your customers is now at your fingertips.

Consolidate Key Customer Information
With QuickBooks Customer Manager 2.5, all the information you need to keep close tabs on your customers are at your fingertips. Whether it's the name and contact information you keep in Microsoft Outlook or Microsoft Outlook Express, the appointments you track in Microsoft Outlook, or the financials such as invoices and balances that you track through QuickBooks, it can all be merged into one easy-to-access location. And with advance customization features, Customer Manager lets you determine the exact information you want synchronized. In other words, it's you're in complete control.

To view a particular customer's QuickBooks financials, you can click on any QuickBooks item in the Recent History pane to jump to QuickBooks to see the actual transaction, whether it's an invoice, payment record, purchase order or check. You can also link directly to your customer's QuickBooks QuickReport. If you use Microsoft Outlook to manage your calendar, simple click "New Appointment" and Customer Manager will launch Microsoft Outlook and open an appointment window. You can then create an appointment that will appear in both Microsoft Outlook and Customer Manager. (If you don't use Microsoft 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.) And finally, 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 quick glance. You can access them in one click.

Among the many panes and action buttons that Customer Manager offers are customer profile, which includes the customer address, phone numbers, contacts, e-mail address, web site and more; recent history, which shows a chronological history of communications, appointments, QuickBooks financial transactions, and related notes and documents; and notes, which 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, and much more.

You can even link files, e-mails, pictures --just about anything that relates to a customer or project -- into one place, regardless of which application it came from. So you can quickly view appointments and e-mails with attachments intact, as well as letters, faxes, logos, artwork, PDF files, spreadsheets, and more. It's easy to drag multiple e-mails at one time, and enter to-do reminders and notes from a phone call or project, and schedule events right in Customer Manager.

Thousands of Details, One Screen - An advanced Project Record feature lets you stay on top of everything related to a project on a single screen. You can use this feature to track all the details related to a project, including contacts, suppliers, vendors and files such as spreadsheets, images, or project plans, as well as set pop-up alerts to remind you of important tasks and appointments, ensuring that nothing slips through the cracks.

But even with all these consolidation features, Customer Manager still lets you keep in close, personal touch with your customers. With it you can easily send personalized messages to a few, or a few hundred, customers. With merge features that let you create Microsoft Word letter templates, you can use your customer information to create letters and labels for quick, cost-effective mailings to any number of your customers.

Easy to Set-up and Use - If you're familiar with QuickBooks financial software, learning software how to use Customer Manager will be a breeze because it looks and works just like your financial software. The desktop looks like a browser, and you navigate with one click on the icons, toolbars and links. In fact, even if you are not familiar with QuickBooks, if you're like most people, you can install the software and run through the easy-to-navigate setup and be up and running in about 30 minutes. It's the best steps you'll take to keep your customers and their valuable information in close track.

Track information on your:

• Customers 
• Clients
• Vendors
• Contractors
• Volunteers
• Projects
• Referrals
• Prospects
• Donors
• Associations
• Consultants 
• and more!

Take your customer service to the next level by having instant access to your critical customer information.  Get organized and save time by having one central system for customer information so you don't have to enter data twice.  Set up quickly and easily with a Startup Wizard and onscreen help that gives you answers when you need them.  Access project management tools that help you stay on top of schedules, appointments, tasks, and customer appointments.


Software Best Highlights

Easy integration with software you already use

• In Customer Manager, view QuickBooks transactions; then, link to QuickBooks Financial Software for more information.
• Synchronize names with QuickBooks, Microsoft Outlook and Microsoft Outlook Express.
• Manage appointments in Microsoft Outlook or with the built-in calendar.
• Drag and drop e-mails from Microsoft Outlook and Microsoft Outlook Express into Customer Manager.

Stay on top of important tasks with project management tools

• Track projects by keeping all your critical information on one screen.
• Link customers and other contacts to your projects for quick reference.
• Use pop-up alerts for important to-dos and appointments so nothing slips through the cracks.
• Link important documents and other files directly on the project screen.

Be more organized

• View all your important customer information and history on one screen including notes, documents, projects, appointments, to-do's, phone calls and e-mails.
• One click access to customer data and global search allows you to respond quickly without making customers wait.

Strengthen your customer relationships

• Easily send personalized e-mails or letters to your customers.  Also, create mailing labels to send your own mailings.
• Track relationships among customers, vendors, referrals and other contacts.

Software Features

• Track the contact information of your customers, vendors and more
• Manage your appointments and to-do's with pop-up reminders
• View all key customer data on one screen
• Keep your contact information in QuickBooks and Microsoft Outlook up-to-date
• See and link to specific financial transactions in QuickBooks
• See your customer's balance or year-to-date revenues alongside all other data
• Plan and manage your customer projects all in one place
• Track relationships among customers, referrals, vendors and projects
• See frequently asked questions on every screen
• Manage and analyze your Company's sales pipeline
• Monitor the activities and computer gamesof your Company's professional sales team

Minimum Computer Requirements

• Microsoft windows 98 SE/2000/XP/Vista
• PC with Pentium II 350 or comparable processor (Pentium II 500 recommended)
• 96 MB RAM (256 MB recommended)
• 170 MB hard disk space
• CD/DVD drive with 2x speed
• Super VGA (800x600) with 256 colors
• Internet Explorer 5.5 or later required for electronic registration and to download software product updates
• 14.4 Kbps modem (56 Kbps or higher recommended) Internet connection
• Microsoft .NET Framework CLR 1.1 (additional 23 MB of hard disk space required)
• Synchronization Computer Requirements
• QuickBooks Simple Start, Basic, Pro, and Premier Editions 2003, 2004, 2005, 2006 or 2007
• Microsoft Microsoft Outlook 2000, 2002, or 2003, or 2007
• Microsoft Microsoft Outlook Express 5.5, 6.0
• Other applications may be imported using a CSV (comma separated value) or text format file
• Sharing Computer Requirements
• Up to five computers to share the same Customer Manager data (separate copy of the same version of QuickBooks Customer Manager required)
• Microsoft Word 97, 2000, 2002, 2003, or 2007 required for write letter feature
• Microsoft Microsoft Outlook 2000, 2002, 2003 or 2007 or Microsoft Outlook Express 5.5 or 6.0 required for send an e-mail feature

NOTE: This title is non-returnable once the software package has been opened.