QuickBooks Customer Manager 2.5.0.0

Intuit ❘ Commercial

Effortless Customer Management with QuickBooks Customer Manager

Pete Milner

01/01/2025

QuickBooks Customer Manager streamlines client interactions and improves billing accuracy, making it an essential tool for any small business.

Intuit's QuickBooks Customer Manager is a powerful software solution designed to help businesses manage their customer information effectively. Built on the foundation of QuickBooks, a widely used accounting software package, QuickBooks Customer Manager allows users to store, organize, and access customer data from a central location.

The software provides a range of features for managing customer relationships, including the ability to view detailed customer information, track interactions and sales history, set reminders and tasks, and generate reports. With QuickBooks Customer Manager, users can segment customers based on various criteria, enabling targeted marketing efforts that can help grow their business.

QuickBooks Customer Manager also allows businesses to create customized templates for invoices, estimates, and other forms, making it easier to create professional-looking documents. The software integrates with Microsoft Outlook and provides easy access to customer email history.

QuickBooks Customer Manager is a versatile tool that can help businesses of all sizes stay organized and manage their customer relationships effectively.

Store and organize customer data from a central location
View detailed customer information
Track interactions and sales history
Set reminders and tasks
Generate reports
Create customized templates for invoices, estimates, and other forms
Integrates with Microsoft Outlook

Please note that this description was written by a third party and is not endorsed or affiliated with Intuit's QuickBooks Customer Manager.

Overview

QuickBooks Customer Manager is a Commercial software in the category Home & Hobby developed by Intuit.

The latest version of QuickBooks Customer Manager is 2.5.0.0, released on 02/18/2008. It was initially added to our database on 09/19/2007.

QuickBooks Customer Manager runs on the following operating systems: Windows.

QuickBooks Customer Manager has not been rated by our users yet.

Pros

User-friendly interface for easy navigation and data entry
Allows tracking of customer interactions, communications, and transactions in one place
Integration with QuickBooks accounting software for seamless financial management
Customizable fields and templates to tailor the software to business needs
Ability to create reports for insights into customer trends and profitability

Cons

Limited support for advanced features compared to other CRM software
Lacks integration with popular third-party applications and platforms
May be too basic for large organizations with complex customer management needs
License costs can add up when considering additional users or advanced features

FAQ

What is QuickBooks Customer Manager?

QuickBooks Customer Manager is a customer relationship management (CRM) tool developed by Intuit. It is designed to help businesses manage their customer information, track interactions, and improve customer relationships.

How does QuickBooks Customer Manager benefit businesses?

QuickBooks Customer Manager allows businesses to organize and centralize their customer data, track sales opportunities, prioritize follow-ups, and streamline communication. It helps improve customer service, increase efficiency, and ultimately boost sales.

Is QuickBooks Customer Manager compatible with QuickBooks accounting software?

Yes, QuickBooks Customer Manager integrates seamlessly with QuickBooks accounting software. This integration allows for synchronized customer information and financial data, providing a comprehensive view of customer interactions and transactions.

What features are included in QuickBooks Customer Manager?

QuickBooks Customer Manager offers features such as contact management, activity tracking, sales opportunity tracking, notes and communication history, reminders and follow-ups, email integration, and reporting.

Can I use QuickBooks Customer Manager on multiple devices?

Yes, QuickBooks Customer Manager is cloud-based and can be accessed from anywhere using a web browser or mobile app. It allows users to manage customer information and track interactions on multiple devices.

Does QuickBooks Customer Manager have a mobile app?

Yes, Intuit provides a mobile app for Android and iOS devices. The mobile app allows users to access customer information, track activities, schedule follow-ups, and stay connected on the go.

Is there a trial period or free version of QuickBooks Customer Manager?

Intuit offers a free trial of QuickBooks Customer Manager for a limited period. However, it is a paid service, and users will need to subscribe to continue using it beyond the trial period.

Can QuickBooks Customer Manager be customized to fit specific business needs?

Yes, QuickBooks Customer Manager provides customization options to fit specific business needs. Users can create custom fields, tags, and workflows to tailor the CRM to their particular industry or requirements.

Is technical support available for QuickBooks Customer Manager?

Yes, Intuit provides technical support for QuickBooks Customer Manager. Users can access support resources, knowledge bases, and contact customer support for assistance with any issues or inquiries.

Is QuickBooks Customer Manager suitable for small businesses?

Yes, QuickBooks Customer Manager is designed for small businesses. It helps small businesses streamline their customer management processes, improve communication, and make data-driven decisions to grow and succeed.

Pete Milner

I'm Pete, a software reviewer at UpdateStar with a passion for the ever-evolving world of technology. My background in engineering gives me a unique insight into the intricacies of software, allowing me to provide in-depth, knowledgeable reviews and analyses. Whether it's the newest software releases, tech innovations, or the latest trends, I'm here to break it all down for you. I work from UpdateStar’s Berlin main office.

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