QuickBooks Customer Manager 2.5
QuickBooks Customer Manager 2.5
Manufacturer: Intuit
Quickbooks Customer Manager 2.5
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. |
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.
- 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
Model: 298881
Release Date: 2007-03-07
Quickbooks tech help
After installing my QB for Mac, it began asking for me to register. To do this you must call Intuit's customer service line to obtain your registration#. When I called, the service reps spoke very bad English and were barely understandable. They gave me a registration# that didn't work, then tried to sell me tech support for a mere .00 a month. When I asked to speak to a manager I was left on hold twice for nearly an hour. They then told me to call a tech support # which was a recording and totally useless. The software does not come w/instructions so this forces you to buy a manual or purchase their tech support. What a fleecing of the customer this is. Absolutely non-existent customer service or help of any kind. I would highly recommend purchasing another small business software as Intuit is misleading for customers at 0+for the disc. BUYER BEWARE!!!!
I thought 2.0 was bad
I have used this upgrade for about four months now. The biggest piece of junk ever. I had 2.0 and had problems. The customer service person talked me into upgrading to 2.5. Now my databases in both Quickbooks and customer manager are all messed up. They combine random people together or totally change a group of customers to list them by first name. How great when you have 25 Johns, etc. I use the calender for contacting customers when they are due for service. It has messed this up so bad that I am constantly missing names on my list and it tells me a customer is due for service when it isn't. At least with 2.0 it kept things more organized. I wish I would have stuck with that, and it was bad enough. It just gets worse with time.
Crashes all the time!
I really enjoy this product and really helps my business.
However, the software continuously crashes at least 3 times a day.
If you are to buy this software, be sure make continuous backups and then save the backup somewhere safe!
Save your money. Don't get this.
I bought 2 copies of Customer Manager for my office. It worked pretty well at first until you sync it. It messes up Quickbooks. Contacts had their own Quickbooks customer accounts. In so many words, double entry. Made tracking very difficult. It also screwed up Outlook when it was syncing with that too. I can't even uninstall it now. Save your money and just use the notes feature in Quickbooks to work on.
What a time consuming mess
We are a small business and purchased 4 licenses. I was aware that Customer Manager wasn't a true multi-user application like QuickBooks, but I never imagined it could be so time consuming and virtually impossible to get the data synced correctly with QuickBooks.
We wanted to use Customer manager to track conversations etc. with our regular customers in addition to keep leads (prospective customers). Instead of simplifying customer management, it created more of a headache because we managed to create multiple records while trying to sync with Quick Books. It's at the point where we have invested so much time trying to clean up records, etc. I'm not sure if we want to dump it entirely. However, hopefully I can convince others to save their time and their money.
Don't buy this product.
Intuit-- Are you just trying to sell an add on? Come on. This is terrible. The features that people are looking for when they consider purchasing Customer Manager should be included in QuickBooks. We know you can make a quality product. Customer Manager is terrible.
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