Intuit is known for its Quicken range of finance software, but QuickBooks Customer Manager represents a new departure for the company. As well as managing inventory and accounts, Intuit hopes that it will become the first point of contact for dealing with clients via its CRM (customer relationship management) software.
CRM software provides a handy front-end for any database incorporating customer info (including records of any transactions), as well as convenient access to any useful letters, faxes or e-mails when dealing with clients. But Customer Manager's unique selling point is that it integrates with QuickBooks data.
Relevant contact details can also be drawn from Outlook, although this is fairly common these days. Nonetheless, Customer Manager does its job well and is pleasant to use thanks to its simple interface.
Relevant data - contact details, to-do lists, notes and appointments - is accessed via an uncluttered home page. Clicking any link brings up all significant details and the default settings are convenient to use when adding your own info. And if you're using Outlook and QuickBooks, you can call up appointments made using the calendar from the former, as well as a complete list of payments and invoices from the latter.
Quicken has made a logical progression from accounting software to CRM for small businesses.