QuickBooks Customer Manager is a convenient program for Windows designed to help small companies effectively manage their customer relationships. Developed by Intuit, Inc., the computer solution offers a wide range of features to streamline the workflow and enhance overall business efficiency.
Customer database
The main advantages of this application is its centralized customer database. It allows you to store and organize detailed information, including contact details, purchase history, communication logs, and notes. This data repository gives you the means to have a holistic view of your customers, making it easier to personalize interactions and deliver excellent service.
Manage contacts
Another notable aspect of this utility is its powerful contact management functionalities. For instance, you can create and manage customer profiles, categorize contacts into groups, as well as track engagement. Thus, it is possible to organize information and maintain a clean record of all interactions, ensuring nothing is overlooked.
Email support
What is more, the software enables you to send email messages directly from the GUI, eliminating the need to switch between different apps. This helps you to stay on top of important follow-ups, appointments, and other customer related activities. Please note that the program is no longer supported by the development team. Alternatively, you may try a similar tool called YetiForce CRM.
Features
- free to download and use;
- compatible with modern Windows versions;
- allows you to manage customer relationship processes;
- you are able to send electronic messages to contacts;
- there is an option to create and group customer profiles.
