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Customer Manager - Overview
Product
Overview : Technical
Specifications
QuickBooks Customer Manager
QuickBooks Customer Manager V3 is the information and task management tool that will help you better serve customers. It takes the pain out of tracking customer information in multiple systems by consolidating all critical client information in one place, displaying it on one, easy-to-read screen.
Centralise all your customer data into one system
These information and task management tools help you to better service customers by consolidating all critical customer information in one place, displaying it on one, easy-to-read screen.
Enhance customer service
Boost customer service by setting up email communications such as thank you notes, keeping in touch messages and even birthday cards.
Track customer status and information
Improve turnaround times and increase revenue by easily tracking customer project status and details. Also view year-to-date revenue, customer histories and identify your top customers.
More time for your customers
Save time by launching pre-filled emails, Microsoft® Word documents and any new transactions directly from the customer profile screen. Customise information using the print labels wizard before exporting data to review and print in Microsoft® Word.
QuickBooks QBi series and Microsoft® Office integration & synchronisation
Save time and money by importing customer data directly from Microsoft® Outlook, Outlook Express and QuickBooks. Also integrates with Microsoft® Word and Excel.
Easy to start-up and use
The simple to follow start-up wizard will have you up and running in about 30 minutes. Intuitive design, speedy navigation and help topics on every page make it incredibly easy to use.
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