Product Description

Customer Manager helps small businesses deliver the right level of service, with less stress. Find customer details fast, provide great service to your customers -- and do it all simply.

Product Details

• Amazon Sales Rank: #871 in Software
• Brand: Intuit
• Model: 298881
• Released on: 2007-03-07
• Platforms: Windows 2000, Windows XP, Windows Vista, Windows 98
• Format: CD-ROM
• Dimensions: 5.30" h x 7.30" w x 1.40" l, 2.00 pounds

Features

• Organize what you need to know about any customer, all on one screen
• Pulls latest customer information from QuickBooks, Outlook or Outlook Express; keeps information uniform and up to date
• Communicate with customers efficiently; send personalized e-mails or letters and create new mailing labels
• Manage project quickly and easily; view appointments, e-mails, letters, faxes, spreadsheets, and more on one screen
• Simple to learn and use; set-up wizards get you up and running in 30 minutes

Amazon.com
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 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 all your key customer information from QuickBooks, Microsoft Outlook, and Outlook Express in one place. View larger. View product demo (requires Flash).

Summarize all the key customer information you need in one place. View larger.

Share appointments with Microsoft Outlook Calendar. View larger.

Link files, e-mails, pictures or almost anything that relates to a customer or project. View larger.

Easily send personalized communications to a few or a few hundred customers. View larger.

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 Outlook or Outlook Express, the appointments you track in 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 Outlook to manage your calendar, simple click "New Appointment" and Customer Manager will launch Outlook and open an appointment window. You can then 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.) 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 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.

Customer Reviews

Great for Small Business
If you have a small business, this is the tool for you. We simply needed to keep track of our customers. Name, address, phone number, date of birth, place of employment, and type of products we have sold to them. You can put them in catagories, you can print labels, and import from your other Quickbooks programs..if you use them. Very simple and easy to use. Great search feature too. This is just a basic way to keep track of your customers on the computer. Nothing fancy no bells and whistles. Basics that work.

Be careful - Serious display DPI resolution issue
I have used, or should say TRIED to use, this product though version 1.x, 2.x and now 2.5. When it works it is very useful. My trial of version 2.5 went very well so I purchased the upgrade. The day my purchased version was on the UPS truck I moved the balance of my customer data into the trial version. I went to look at the "Names" tab and had a big red "X" across the screen. Several calls to tech support later I found that the computer screen font resolution - actually the "DPI" setting **MUST** be 96 DPI or the software will corrupt the database. I have a high end notebook with a screen resolution of 1680x1050 and my DPI setting was set to 120 so the fonts and icons were more readable. I have about 60 programs running on the same computer that run fine at 120 DPI and there is NO REASON WHY I SHOULD HAVE TO CHANGE IT TO FIT THE SOFTWARE.

The result >> The database I had been loading and working with for about 25 days AND the balance of it I had just put it were trashed! It took me over 6 hours to reload, resysnc and cleanup the data in Outlook, QuickBooks and Customer Manager. Even after that Customer Manager stills trys to push what it thinks is customer info that it got from Outlook into QuickBooks - even though there is nothing in the records that would indicate it is customer data (no groups or categories even remotely flagged as "customer".)

One thing that should make you suspicious is that when you call QuickBooks tech support option >>> #1 <<< is for Customer manager support!

So... If you can get this SW to work for you it can be quite useful - even with all the *&%^ above I am going to try it one last time. Its amazing how a company who makes such good accounting software can still be putting out this SW with so many quirks in it.

Beware and Be careful if you use this software!

Great for the SMALL small business and more
I just finished beta testing the 2.5 edition of QCM. I have used the product in version 1 and 2 and each time was very happy with it. I have a home business and also do consulting under my own name. QCM helps me a lot with an easy to use contact manager, and I love that I can sync it to Quickbooks.

I also have an online store, hosted by Yahoo!, and Yahoo! store manager has a neat quickbooks export option. Using that with QCM as well was very helpful in maintaining my customer base.

If you have a small business and need an easy to use yet feature filled contact manager and customer record database that also works well with quickbooks, then Quickbooks Customer Manager is a very good choice.