Intuit Delivers a New Type of Hybrid
QuickBooks Customer Manager is a CRM application with some interesting ideas.Intuit gives rise to a brand-new software category with its new QuickBooks Customer Manager. Populate this innovative product with contacts and data from several popular applications and you get one centralized application that holds your critical customer data. Its an interesting and well-executed concept, though there are some caveats. The program guides you through bringing in your own database or building one based on QuickBooks data. Customer Manager is built to work with QuickBooks, Quicken, Microsoft Outlook, Outlook Express, Access, and Excel. Quicken, Access, and Excel data comes in as plain text, and Customer Manager provides a field-mapping tool that facilitates smooth importing. You can also import text files from other applications, but they cant be synchronized; they must be reimported every time.
You can display several different list views of your data, sorted by name (a very thorough, customizable contact record), by project (a very skimpy project definer), and by to-do items. For scheduling, you can use either the calendar format provided or Outlook.