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QuickBooks Customer Manager puts you a mouse click away from everything you need to know about every customer you have! All project, appointment, financial and contact information is accessible from one screen and fully integrated with QuickBooks and Outlook. Only good things happen when your business is this streamlined.
Know at a glance what each of your customers is worth
Be more productive! Never type customer details more than once or search for information in different places
Be more organized and focused in as little as 30 minutes
30-day, money-back guarantee
5 easy steps to set up
  FAQs on every screen
Free 30-day online support
 
Overview Key Features Technical Information
Overview
  Feature Standalone Integrated with QuickBooks
Fast and easy 5-step start-up wizard
Free 30 days online support
See Frequently Asked Questions on every screen
Link customers and suppliers to projects
Track relationships among customers referrals, suppliers and projects
Customisable data fields
Filter and sort contact lists, to-do lists, project lists or history
Schedule appointments and reminders
Turn pop-up alerts into a letter or e-mail message
Launch emails or letters with pre-filled addresses
Attach files such as letters, faxes, e-mails and spreadsheets to customer records
Integrates with MS Outlook and MS Outlook Express
Store multiple addresses, phone numbers and e-mail addresses per customer
One view of your customer, contact and financial data  
View customer’s open balances and revenues  
Link to specific financial transactions in QuickBooks  
One-click access to both financial and non-financial data  
Eliminate double entry of customer information  
Find your most profitable customers  
QuickBooks Simple Start 2008
QuickBooks Professional 2008
QuickBooks Premier 2008
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