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Binding: CD-ROM
Brand: Intuit
EAN: 0028287015005
Format: CD
Item Dimensions: 7.52005.25
Label: Intuit
Manufacturer: Intuit
Model: 298881
MPN: 298881
Platform: Windows Vista, Windows 98, Windows 2000, Windows XP
Publisher: Intuit
Release Date: March 07, 2007
Studio: Intuit

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

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Accessories:

• PC World
• Windows Vista: The Definitive Guide

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• see more

Browse for similar items by category: Click to Display

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Editorial Review:

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.

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.





Rating: - great product for my needs
This product is exactly what I have needed. It is a smoothly functioning "grand central" for all the documents, Emails, financial information, addresses, etc. connected with all my projects. It works as advertised. It automatically saves entries when they are entered so I have not experienced data loss. The learning curve is easy. By the second day I had it doing everything I needed it to do.

It does this by creating hyperlinks with the information you enter. Do you need to access an ... Read More

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Rating: - Is it really working?
This can be a good product for a small company - when and if you can start it!
The major problem is that it is very often very difficult to start. The program takes forever to start and usually freezes.
Checking on the QB Forum, it seems that I am not alone. Intuit doesn't seem to answer the `why'question either.
Since I am using a standard machine, one year old, with a lot of memory, I will say that it is time to use the remove button, eat the loss and buy something else.

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Rating: - Nice Product for Small Business
This is a reasonably priced solution for small business to track customers and integrates well with Quick Books and Outlook/MS Office. I'd prefer an option to use other email clients (such as Mozilla)or I'd give it five stars. I'm able to see my appointments and balances for a given client with a glance and can instantly create a new financial transaction from within Customer Manager. You can download a demo from Intuit for 30 days- check it out before you buy. I'm a one person business so for ... Read More

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Rating: - customer manager review
I love intuit products, but I was extremly disapointed in this product. The only reason I didnt return this product is because it syncs with my quickbooks.

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Rating: - Supports 96 DPI only
This product might have received a better review if I could have gotten
past the online registration screen.

I couldn't, because it only supports one monitor resolution (96 DPI), which doesn't match my monitor capability. Intuit is aware of this bug, but has no fix for it.

In my 20-odd years of doing software technical support, we had a name for this type of bug, and it was "showstopper". Reputable companies fixed these bugs before releasing product to customers.
Read More

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