Strengthen customer relationships by having instant access to your critical customer information.

QuickBooks Customer Manager makes it simple to consolidate ALL the customer information you track into ONE easy-to-use system. This stand-alone software works with or without QuickBooks and Outlook so you can be more productive and serve your customers even better.

Track critical information on your: customers, clients, donors, suppliers, contractors, referrals, associations, projects, sales leads AND MORE!

Key Advantages

Easy one-click access to all your key customer data. View contact information, customer history, recent QuickBooks transactions, linked documents, projects, appointments and to-dos all on a single screen so its in one place and easy to find.

Be more productive-no more double data entry. Seamless integration with QuickBooks and Outlook so you dont have to enter data twice. With one central system all your key customer information can be accurate and up to date.

Strengthen customer relationships. Easy, one-click access to key customer data, so you can respond quickly without making customers wait for you to switch between systems or manually sort through paper files. Maintain your schedule and link appointments to customers to make sure you follow through.

Grow your business. Customer Manager gives you the tools to serve your customers even better. Satisfied customers are more likely to generate repeat business and favorable word of mouth, which means more business for you.