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Review
This review applies to version 2.0
The latest version of this software will soon be reviewed by our
informers.
QuickBooks Customer Manager is an easy way to give your customers great service to keep them coming back. It puts all the information you need at your fingertips, and synchronizes information between your key applications.
See customers at a glance: View contact information, e-mails, events, related contacts, projects, document files and QuickBooks transactions, all on one screen.
Synchronize all your key applications at once: Change information in QuickBooks Financial Software, Outlook, Outlook Express or Customer Manager — update the others with just a few clicks. No retyping!
See details instantly: Open document files, e-mails, calendar events, and QuickBooks transactions all from a customer's Name Record.
Create group mailings instantly: Merge contact information into letters and labels to create personalized batch mailings.
Import contacts from QuickBooks, Microsoft Excel, Outlook, Outlook Express and others — no need to start from scratch.
Enjoy the familiar look and feel of QuickBooks. Customer Manager looks and works just like QuickBooks, so you already know how to use it. |
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