QuickBooks Customer Manager 2.5
- 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
Product Description
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. Allthe information you need to service your customers isnow at your fingertips.
Consolidate Key Customer Information
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QuickBooks Customer Manager 2.5
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 Email, or invoice, or document? Just click and it is there. Talk about fast and efficient.
On top of all that, it integrates and sychronizes with Quickbooks Pro and Outlook, and it has a very pleasant interface. I couldn’t have asked for more. I’m one of these people who is always looking for the best product to do the job. For me, this is it.
Rating: 5 / 5
Comment by William Highfield — February 10, 2010 @ 12:37 am
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 $39.00 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 $200+for the disc. BUYER BEWARE!!!!
Rating: 1 / 5
Comment by J. Maiorana — February 10, 2010 @ 3:07 am
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!
Rating: 3 / 5
Comment by James Hague — February 10, 2010 @ 5:14 am
Customer manager is great for organizing your clients. Like it cause you can create notes and history files about each client, schedules, has a calender built in, syncs great with Quickbooks Pro. The merge contact features is also helpful. Managing client data couldn’t be easier. Only draw back is we would like it to start up faster or have a smaller footprint on the system. So we could quickly add something without the whole program starting up. Maybe its wishful thinking. Overall a great product.
Rating: 4 / 5
Comment by Michael Casanova — February 10, 2010 @ 5:31 am
Bought the product, installed the product,the program will not load. Called customer service, they said they don’t know what’s wrong, but would research the problem and call me back. That was two weeks ago. NO word from them. The product may work fine in most computers, but their customer service is not.
Rating: 1 / 5
Comment by himself — February 10, 2010 @ 6:17 am