Serving Customers Made Simple!
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 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.
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
"QuickBooks Customer Manager 2.5")
