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.