Features

Know where to go for answers

Your customer relationships are complex, but how you manage them doesn't have to be. When a customer calls, find the answers you need fast by going to a single screen for the most up-to-date customer information. No matter who takes the call, they will have the complete picture.

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  Do more with your customer information - Easily export your data so you can create mailing labels, send emails to your customers, build a phone tree, and more. View screenshot

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  Keep your customer contact database and financial data up-to-date and accessible. Customer Manager automatically syncs with your QuickBooks data, so you can see customer's current balances and recent financial transactions such as invoices, estimates and payments all in a single screen. Make a change in either program and both get updated simultaneously¹ View screenshot

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  Get up and running right away. It's easy to import your customer contacts from Microsoft Outlook® and/or Excel® directly into Customer Manager.²

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  Customer View

  Replaces your hodge-podge of customer information stored around the office and organizes it into a single screen. Customer view consolidates contact information, financial balances³, pending tasks, and special notes. View screenshot

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  Find yourself misplacing important information about a new customer - even after you just met them? In Customer Manager, it's easy to keep track of valuable information and use it to turn a prospect into a customer. Have confidence that new business will never fall through the cracks by having easy access to details like what your prospect is interested in buying, when they called, or who talked to the prospect last. Schedule appointment reminders to follow-up with your new prospect.

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  Quick Search

  Find customer details faster. A single search bar helps you instantly locate customers based on any piece of contact information, from names and phone numbers, to information in custom fields.
   

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  Financial Transactions

  Enjoy the convenience of seeing recent transactions such as invoices, payments and estimates from QuickBooks directly from Customer Manager.
   

• Save time with better collaboration

  Find it hard to stay on top of schedules and work plans? Help the office stay productive with tools like calendars and task lists that keep everyone on the same page, whether they're in the office, or on the go.⁵
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  Shared Calendar

  Track customer appointments, office schedules and team meetings with a Shared Calendar. Keep a handle on where everyone is and ensure appointments and meetings are not missed. View screenshot

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  Shared Tasks

  Keep everyone on the same page and current with the work that needs to be done. Shared Tasks provide a list of what needs to be accomplished, when work is due, and who is responsible for getting it done. View screenshot

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  Custom Fields

  Tailor Customer Manager to meet your unique business needs. Organize your customer information with customizable fields—like “referred by,” “preferred payment method,” or “warranty expiration dates”. View screenshot
   

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  Groups

  Sort and display groups of customers with common traits. Pull customized lists by what matters most to you, whether it's date of last purchase, account status, upcoming anniversaries, or preferred method of contact.

• Be more productive when you're on the go

  Enjoy the flexibility of accessing and updating information from your laptop or mobile phone when you're out visiting a customer⁴. Everyone at the office will automatically see your changes - so there's one less thing to do when you return.
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  Offsite shouldn't mean out-of-reach. Customer Manager for Mobile lets you access key details when you're visiting a customer. Search for contact information, see open and past due balances for your QuickBooks® customers, add and view notes, or see a map of a customer's address.⁴ We currently support Apple® iPhone®, Apple® iPod Touch®, BlackBerry® Tour^tm, BlackBerry® Curve^tm, and BlackBerry® 8830.⁵

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  Anytime, Anywhere Access

  Give your employees the freedom of web-based contact management 24/7, whether they're in the office, at home, or on the go.⁶

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  Advanced security safeguards

  We rely on industry-recognized security safeguards to ensure that your financial data is private and protected.

• 1. Synchronization requires QuickBooks Pro, Premier or Simple Start 2009 and later. Also supports Enterprise 9.0 and later.
• 2. Import requires Microsoft Outlook® 2003 or 2007
• 3. Only available when Customer Manager is synced with QuickBooks 2009 and later, including Enterprise 9.0 and later. Financial indicators include open balance, past-due balance and total revenue for customers synced with QuickBooks.
• 4. Mobile charges may apply. Data plan is recommended. Works with BlackBerry Curve & Tour phones.
• 5. We currently support Blackberry OS 4.3.0 or greater. Models supported include: Blackberry Curve (8300, 8310, 8320, 8330, 8350i, 8520 and 8900) and Blackberry 8000, 8820 and 8830
• 6. Excludes occasional downtime for systems and server maintenance.