Customer Manager helps you save time and stay productive serving customers.
All your answers organized into one single place:
- Automatically syncs with your QuickBooks data, so our customer contact database and financial data are always up-to-date and in one place.1
- Import contacts from Outlook1
- Customer view consolidates contact information, key financial indicators, pending tasks and special notes
- Do a quick search based on customer phone number, name or custom field – for instant access.
Save more time with collaboration tools so everyone can pitch in.
- Track customer appointments, office schedules and team meetings with a Shared Calendar.
- Shared Tasks provide a list of what needs to be accomplished, when work is due, and who is responsible for getting it done.
- Customizable fields help you organize customer information so you can see your customer list in groups with common traits such as “referred by”, “preferred payment method”, “warranty expiration dates” and more.
Be more productive when you’re on the go.
- Stay productive on the go with just the details you need when you’re visiting a customer. Search for contact information, add/edit or view notes, see past due balances or see a map of a customer’s address.
- Give your employees the freedom to have 24/7 access - whether they are in the office, at home, or on the road.2
- Advanced, industry-recognized security safeguards to keep all of your financial data private and protected.
Footnotes:
1. Import requires Microsoft Outlook® 2003 or 2007. Synchronization requires QuickBooks Simple Start, Pro, Premier or Enterprise Editions 2009 or higher.
2. Excludes occasional downtime for systems and server maintenance.
3. Only available when Customer Manager is synced with QuickBooks 2009 or 2010. Financial indicators include open balance, past-due balance and total revenue for customers synced with QuickBooks.
Features
Customer View
Stop looking in multiple places for the information you need fast. In the Customer View, everyone in the office can have instant access to contact information, key financial indicators, pending tasks, and special notes.
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QuickBooks Sync
Customer Manager automatically syncs with your QuickBooks 2009 or 2010 data, so your customer contact database and financial data are always up-to-date and in one place. See current and overdue balances all within a single screen. Make a change in either program and both are updated - automatically.
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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
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Shared Tasks
Make sure nothing slip through the cracks by keeping everyone on the same page. Shared Tasks provide a list of what needs to be accomplished, when work is due, and who is responsible for getting it done
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Custom Fields
Tailor Customer Manager to meet your unique business needs. Customizable fields allow you to easily organize customer information, and then instantly see your customer list in groups that matter to you such as “referred by”, “preferred payment method”, “warranty expiration dates” and more.
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Anytime, Anywhere Access
Give your employees the freedom to have 24/7 access - whether they are in the office, at home, or on the road.
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Technical
SaaS (software as a service) Product
- It's quick and easy to deploy and requires no additional infrastructure investment other than a reliable Internet connection. The benefit of SaaS include:
- • No client or server software to install or maintain
- • No need to buy additional hardware or servers — instant scalability
- • Lower initial costs due to the monthly subscription model
- • Significantly shorter deployment times get you up and running in days, not weeks
- • Accessibility to the application from any Internet-connected computer
- • Always up-to-date with the latest features at no extra charge
- • No need to maintain a labor-intensive patch and upgrade process
- • Reduced reliance on IT staff for software support
System Requirements
Web-based and hosted on the Intuit Workplace. Delivered to your web browser using Adobe Flash technology and will work with any browser that supports Flash.
Technical Support
There are a variety of support options to choose from based on your needs.
Get answers from others like you – Check out our Customer Manager Community Forum. Get answers. Help others. http://community.intuit.com/categories/contents/341
Contact us for help – Support for Customer Manager is available Monday to Friday, 8am – 5pm PST. For more information please go to http://customermanager.com/support
Tech Support URL
http://cmo.intuit.com/help