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| Go beyond QuickBooks |
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Customer Manager goes beyond QuickBooks Financial Software to give you a complete view of your customers:
- Track phone calls and emails
- Link any document to a customer
- View all customer information and activity on one screen
- Manage appointments and to dos
- Store all your notes by customer
- Track relationships among customers, vendors and other contacts
- Stay on top of your projects
- And MORE!
- Easy, one-click access to all your key customer data. View contact information, customer history, recent QuickBooks transactions, linked documents, projects, appointments and to-do's all on a single screen so it's in one place and easy to find.
- Be more productive—no more double entry. Works with QuickBooks and Outlook so you don’t have to enter data twice. With one central system all your key customer information can be accurate and up to date.
- Strengthen your customer relationships. Easy, one-click access to key customer data, so you can respond quickly without making customers wait. Maintain your schedule and link appointments to customers to make sure you follow through.
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* Software sold separately. QuickBooks Basic, Pro and Premier Editions 2003, 2004, 2005, 2006 and 2007; Outlook 2000 and 2002; and Outlook Express 5.5 and 6.0 may be directly imported into Customer Manager. Other applications may be imported using a CSV (comma separated value) file or text format.
** Based on installation and import time for 1,000 contacts. Individual user experience may vary.
Terms, conditions, pricing, features, special offers, and service options subject to change without notice. Internet access required for online features and services.
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