QuickBooks Customer Manager 2.0

Serving Customers Made Simple!



Customer Manager 2.0 R3 is a customer information system that works with QuickBooks to help you organize business-critical customer data more efficiently, intelligently, and profitably.

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.




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, Outlook and Outlook Express.
• Manage appointments in Outlook or with the built-in calendar.
• Drag and drop e-mails from Outlook and 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.

• 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 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 of your Company's professional sales team

• Windows 98SE, 2000, XP
• Pentium II 350 MHz processor  (Pentium II 500 MHz Pentium or faster processor recommended)
• 96 MB of RAM (256 MB of RAM recommended)
• 170 MB or more free hard drive space
• 2X or higher CD-ROM Drive or DVD-ROM Drive
• 256-color SVGA video; 800x 600 resolution or higher
• Internet Explorer 5.5 required for electronic registration, and to download product updates
• Microsoft .NET Framework CLR 1.1 (provided on CD. Requires additional 23 MB of hard disk space)

* Synchronization Requirements:

• QuickBooks: Simple Start, Basic, Pro and Premier Editions 2003, 2004, 2005 and 2006
• Microsoft Outlook 2000, 2002 and 2003
• Microsoft Outlook Express 5.5, 6.0
• Data from other application may be imported using a CSV (comma separated value) or text format file.  Additional software sold separately.

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