Publisher's description - Customer Manager 2.0.0
Need a customer management system that works the way you do? Save time and stay productive while away from the office with Customer Manager for Mobile. Quickly search for contact info, map a location, see past due balances and add/view notes on-the-go. Subscribe now for a free 30-day trial*
*NOTE: After the 30-day trial period has expired, Customer Manager for Mobile will charge a monthly service fee. For pricing details and to subscribe to Customer Manager for Mobile go to www.customermanager.com.
â€¢Search your contacts and companies quickly to find important addresses, phone numbers, and other details.
â€¢Add new or view existing notes on your phone when you meet a customer away from the office.
â€¢See past due balances for your QuickBooks customers* so you know who owes you and how much.
â€¢See a map of a customer`s location before you visit them by clicking on their address.
Know where to go for answers
â€¢Automatically syncs with your QuickBooks data.*
â€¢Imports contacts from Outlook.*
â€¢Consolidates contact information, key financial indicators, pending tasks and special notes in the Customer View.
Save time with better collaboration tools
â€¢Track customer appointments and team meetings with a Shared Calendar.
â€¢See whatâ€™s pending, what`s still due and who is responsible for getting it done using Shared Tasks.
â€¢Organize your customer list in groups with common traits such as â€œreferred byâ€ and â€œpreferred payment methodâ€ using Custom Fields.
Have peace of mind your data is protected. We utilize advanced, industry-recognized security safeguards to keep all of your data private and protected.
Mobile charges may apply. Data plan is recommended.
*Import requires Microsoft OutlookÂ® 2003 or 2007. Synchronization requires QuickBooks Simple Start, Pro, Premier or Enterprise Editions 2009 or higher.