QuickBooks Customer Manager 2.5
Customer Manager helps small businesses deliver the right level of service, with less stress. Find customer details fast, provide great service to your customers -- and do it all simply.
QuickBooks Customer Manager 2.5 is the easiest way to provide your customers with great service. It consolidates key customer information from applications such as QuickBooks, Microsoft Outlook and Outlook Express in one place and on one screen. All the information you need to service your customers is now at your fingertips. 
Consolidate all your key customer information from QuickBooks, Microsoft Outlook, and Outlook Express in one place. View larger. View product demo (requires Flash). | 
Summarize all the key customer information you need in one place. View larger. |
Share appointments with Microsoft Outlook Calendar. View larger. | 
Link files, e-mails, pictures or almost anything that relates to a customer or project. View larger. | 
Easily send personalized communications to a few or a few hundred customers. View larger. |
Consolidate Key Customer Information
With QuickBooks Customer Manager 2.5, all the information you need to keep close tabs on your customers are at your fingertips. Whether it's the name and contact information you keep in Outlook or Outlook Express, the appointments you track in Outlook, or the financials such as invoices and balances that you track through QuickBooks, it can all be merged into one easy-to-access location. And with advance customization features, Customer Manager lets you determine the exact information you want synchronized. In other words, it's you're in complete control. To view a particular customer's QuickBooks financials, you can click on any QuickBooks item in the Recent History pane to jump to QuickBooks to see the actual transaction, whether it's an invoice, payment record, purchase order or check. You can also link directly to your customer's QuickBooks QuickReport. If you use Outlook to manage your calendar, simple click "New Appointment" and Customer Manager will launch Outlook and open an appointment window. You can then create an appointment that will appear in both Outlook and Customer Manager. (If you don't use Outlook, you can use the calendar built-in to Customer Manager to keep track of your appointments. It's easy-to-use and looks similar to a spiral-bound calendar you may keep on your desk.) And finally, the Name Record screen is the nerve center of Customer Manager and summarizes all the key customer information you need in one place. You can see details such as phone numbers, files, projects, appointments, and financial transactions -- all at one quick glance. You can access them in one click. Among the many panes and action buttons that Customer Manager offers are customer profile, which includes the customer address, phone numbers, contacts, e-mail address, web site and more; recent history, which shows a chronological history of communications, appointments, QuickBooks financial transactions, and related notes and documents; and notes, which allows you to enter details of phone calls and general notes, such as directions to the customer's office, while you're talking with the customer on the phone, and much more. You can even link files, e-mails, pictures --just about anything that relates to a customer or project -- into one place, regardless of which application it came from. So you can quickly view appointments and e-mails with attachments intact, as well as letters, faxes, logos, artwork, PDF files, spreadsheets, and more. It's easy to drag multiple e-mails at one time, and enter to-do reminders and notes from a phone call or project, and schedule events right in Customer Manager. Thousands of Details, One Screen
An advanced Project Record feature lets you stay on top of everything related to a project on a single screen. You can use this feature to track all the details related to a project, including contacts, suppliers, vendors and files such as spreadsheets, images, or project plans, as well as set pop-up alerts to remind you of important tasks and appointments, ensuring that nothing slips through the cracks. But even with all these consolidation features, Customer Manager still lets you keep in close, personal touch with your customers. With it you can easily send personalized messages to a few, or a few hundred, customers. With merge features that let you create Microsoft Word letter templates, you can use your customer information to create letters and labels for quick, cost-effective mailings to any number of your customers. Easy to Set-up and Use
If you're familiar with QuickBooks financial software, learning how to use Customer Manager will be a breeze because it looks and works just like your financial software. The desktop looks like a browser, and you navigate with one click on the icons, toolbars and links. In fact, even if you are not familiar with QuickBooks, if you're like most people, you can install the software and run through the easy-to-navigate setup and be up and running in about 30 minutes. It's the best steps you'll take to keep your customers and their valuable information in close track.
QuickBooks Customer Manager 2.5 Accessories
 QuickBooks Pro 2008 [OLD VERSION]
QuickBooks Pro 2007 Small Business Financial Software [OLD VERSION]
QuickBooks 2008: The Official Guide
QuickBooks Premier Edition 2008 [OLD VERSION]
Learning Quickbooks 2008 [OLD VERSION]
QuickBooks Pro 2007 - 3 User Multi-Pack [OLDER VERSION]
Quickbooks Pro 2008 3 User [OLD VERSION]
Learning QuickBooks 2007 [Older Version]
Quickbooks Premier Contractor 2008
QuickBooks Premier Professional Services Edition 2008 [OLD VERSION]
QuickBooks Customer Manager 2.5 Reviews
So inside my 2.5 folder, the database files I move consisted of:. And now I love the program. So here is what I did:. I'm on Windows XP. (Just a note for anyone who needs it: the "joesmith" part of of the path above will be different for you - it will be whatever the title is for that user's folder). Ok - to the point - I believe I have fixed that problem on my computer. This program is very basic (limited reporting functionality, can't delete or change more than 1 record at a time, etc), but it's simplicity is a positive thing for me since I can fly through sales calls, record them and set times for new ones quicker than with Outlook.
If you can't find the.qcm database file, you may have to run Customer Manager first to create one. I installed the program as normal on my C drive (I wasn't successful using other partitioned drives) in this location:. C:Documents and SettingsjoesmithLocal SettingsApplication DataIntuitQuickBooks Customer Manager2.5. I hope this solution may work for some others. It also made Outlook run painfully slow.
The Backup folder (I believe this will be created once you use Customer Manager the first time, and it will get created in the folder where you database is stored). The Templates folder. I liked this program until it started to stall for up to 2 minutes when I opened it, and then would periodically freeze for no reason (at least, a reason unknown to me). The central location of customer information and history of activity is straight forward and helpful. C:Program FilesIntuitQuickBooks Customer Manager.
After the fix described below, our Sales Manager and I haven't had any more of these problems. I then moved the database files to the following location:. I separated the database files from the program files and stored them in the following locations:. The database file(this has the file extension.qcm).
Called customer service, they said they don't know what's wrong, but would research the problem and call me back. The product may work fine in most computers, but their customer service is not. NO word from them. Bought the product, installed the product,the program will not load. That was two weeks ago.
I spent several years with the predecessor to this program only to have my database totally corrupted with no fix. It is no better. Although it promises to work with Outlook, it apparently doesn't work with Microsoft Outlook Exchange. Intuit should be ashamed of themselves. Stay away.
I tried the new version since I now have Vista. Every time I try to sync it just crashes. Even when it works, it is painfully slow and crashes frequently. There is no customer support unless you are willing to pay their ridiculous prices. I've got seven years of data in there but I am ready to abandon it and re-enter the data in another program.
By the second day I had it doing everything I needed it to do. This product is exactly what I have needed. I couldn't have asked for more. It automatically saves entries when they are entered so I have not experienced data loss. Do you need to access an Email, or invoice, or document. The learning curve is easy.
Talk about fast and efficient. On top of all that, it integrates and sychronizes with Quickbooks Pro and Outlook, and it has a very pleasant interface. It is a smoothly functioning "grand central" for all the documents, Emails, financial information, addresses, etc.
I'm one of these people who is always looking for the best product to do the job. For me, this is it. Just click and it is there.
connected with all my projects. It works as advertised. It does this by creating hyperlinks with the information you enter.
The major problem is that it is very often very difficult to start. This can be a good product for a small company - when and if you can start it. Checking on the QB Forum, it seems that I am not alone. Since I am using a standard machine, one year old, with a lot of memory, I will say that it is time to use the remove button, eat the loss and buy something else. Intuit doesn't seem to answer the `why'question either. The program takes forever to start and usually freezes.
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