QuickBooks Customer Manager 2.5 is the CRM software that allow you to manage your customer database in one handy place.
QuickBooks Customer Manager 2.5 is able to import customer and contact data from MS Outlook, Outlook Express and QuickBooks bookkeeping software enabling you to consolidate customer information in one place for efficient management.
With QuickBooks Customer Manager 2.5 you can import your Outlook data such as appointments, telephone numbers, email addresses and mail addresses. You can add those information to the QuickBooks-imported financial numbers for every customer to get the full picture of a customer's profile in one application.
Contact history lets you view a chronological list of every communication with a customer including phone calls, emails sent and other interaction. All communication-related documents such as attachments (PDF documents, spreadsheets, etc.) or invoices may also be viewed from the contact history.
The builtin Project Record feature allows you to track project progress. View suppliers, customers, invoices and project outline files that are grouped around a particular project. You can even set automatic reminders to keep track of upcoming appointments and important dates.
With QuickBooks Customer Manager 2.5 you can send personalized emails to your customers without the need of switching applications. You can also send serial correspondence such as newsletters, promotional material and other related documents right from Customer Manager.
QuickBooks Customer Manager 2.5 comes with the well-known QuickBooks interface you've seen in other Intuit software. If you're familiar with other Intuit products, then learning curve for Customer Manager 2.5 will be low and you'll become an expert in no time. Explore your contacts and projects just like you were using your Internet browser by clicking icons and navigation buttons.