QuickBooks Customer  

Manager

 

 
R999,00 incl. 

The easiest way to manage your customers

and suppliers and streamline your business.
  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   •