Customer Manager Blog

Quickly add and keep track of prospective customers so you never lose a sale! You let us know that you wanted  the ability to track prospective customers (aka leads) in Customer Manager.  And we are  delighted to announce the Prospects feature has been added to Customer Manager in our latest release!

To learn more about what you wanted, we asked you how you handle prospective customers in your businesses and what was important for this feature.  Based on your great feedback, here are some highlights of the new feature:

• Track Prospects separately from Customers - one customer said that when she has a free moment, she wants to pull up a list of potential customers and contact them. Check!
  • Use the Prospect filter in the Groups tab to get an overview of prospective customers.
• Sync Prospects with QuickBooks - so you can write up estimates in QuickBooks for prospective customers. Check!
  • Use the “Sync with QuickBooks” link on a prospect’s Contact View
  • Note: QuickBooks doesn’t have a role called “prospect”, so when you sync with QuickBooks, your prospect will show up as a customer in QuickBooks. Don’t worry, they’ll still be a prospect in Customer Manager until you take action to convert them to customer.
• Convert Prospects to Customers - once you have worked your magic and a prospect turns into a customer, you want to track them as a customer. Check!
  • Use the “Convert to Customer” link on a prospect’s Contact View
• Track custom information for Prospects  - and when you convert to Customers, you don’t want to lose that key information.  Check!
  • Prospects use the same custom fields as customers, so when you convert a prospect to a customer, all the custom field information is carried over.

To learn more about this feature, check out the assistance topics in our help system.  The Help System is also available inside Customer Manager (when you’re signed in –> go to the Help Menu in the top right hand corner –> choose the Help item in the drop down menu –> search for “Prospect” to access all assistance topics on Prospects.)

Feedback is a gift, leave us a comment to let us know what you think of Prospects and what you’d like to see next!

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You asked and we listened!

We’re excited to announce that you will soon be able to view and add prospects to your Customer Manager account through your Customer Manager for Mobile application!

Run into a prospective customer while away from the office?

Save the effort of writing down customer contact information only to have to re-enter it into your computer when you return to the office. Impress your future client by adding them to your database from your mobile device. All the information you collect from the prospect is instantly added to your existing Customer Manager contact list, accessible from your phone and computer at anytime.

With Customer Manager for Mobile, your phone becomes the perfect tool to grow your business.

We love talking to Customers.

We’re developing this feature as a result of  the great conversations and feedback we have gotten from our customers. A big thank you for all your input and please continue to tell us how we can help your business to succeed.

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This morning at around 6:40am PST, an issue with sync was reported.  The sync team quickly responded with an investigation and the issue was fixed by 10:40am PST. During this time period, any scheduled syncs were queued up until the sync issue was resolved - at which point all queued syncs were processed.

We place a priority on being there for you and your business, so you can rely on Customer Manager to run your business.  We are sorry for any inconvenience.  If you have any questions about your sync, please feel free to submit a help request to have a member of the team assist you.

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Happy New Year from the Customer Manager Team! We’ve been working hard to add new features and fix bugs so you can better track all your customer information in one place in Customer Manager .

The Customer Manager application will get a tune-up this Tuesday January 5th starting at 6:00pm PST.  Sync with QuickBooks may be unavailable during the release, we apologize for any inconvenience.

We will post updates here in the blog, check back for more details!

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Merry Christmas to Tammy Murray of Sacramento California. Today Rhonda Abrams gave Tammy the gift of small business including a full year’s subscription to Customer Manager… click here to check out the story.

The whole Customer Manager team is thrilled to be a part of this amazing gift, helping Tammy achieve her dreams. We know she will be converting prospects to paying customers in no time… helping provide a little taste of home to college students across the country!

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Dear Customer Manager iPhone Users,

We’re excited to share that Customer Manager for Mobile is now available on your iPhone! You asked for it and we heard you! The iPhone^TM joins the Blackberry Curve^TM series as the second line of devices which carry Customer Manager for Mobile application². We’ve combined all the beauty of the iPhone’s interface with the strong functionality of the Customer Manager for Mobile application to bring you the perfect tool for managing your customers when you’re away from your computer!

Off-site shouldn’t mean out of reach! Customer Manager for Mobile lets you access key details when you’re visiting a customer or simply out of the office. Search for contact information, see open and past due balances for your QuickBooks® customers³, add and view notes, or see a map of a customer’s address¹.

“How do I get the app on my iPhone?” If you already attempted to register with your iPhone, all you have to do is click here and you will be directed to iTunes® to download the free application.

If you have not created a mobile account yet, simply visit Intuit Customer Manager, log into your account and click the “Go Mobile” link under “Resources” on the right side of the page. By clicking the gold “Activate Now” icon, you will be guided through the rest of the process.

Thank You! We’d like to give a huge “Thank You” for all your patience and enthusiasm as the Customer Manager Mobile application was being developed for your iPhone, and we are excited to receive any feedback on how we can improve the application to better help your business grow!

1. Mobile charges may apply. Data plan is recommended.
2. We currently do not support the Blackberry 8830m, 8330m, 4.2.1 platform or the Curve 8900 series.
3. Sync requires QuickBooks Pro, Premier, Simple Start or Enterprise Editions 2009 and later. Feature is only available when Customer Manager is synced with QuickBooks 2009 or later.

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We have had some very positive coverage about Customer Manager over the last couple of days. Check out each of the following write ups from some very well known small business websites and Blogs.

• Technologizer - Intuit Does Customer Management for Small Business
• ZDNet - Intuit launches Customer Manager, a CRM tool targeted at small businesses
• VentureBeat - Intuit gets into the customer management business
• bMighty.com - Intuit Customer Manager Wants To be Your MyFirstCRM (also ran on SmallBizResource)
• WebCPA - Intuit Rolls Out Small Biz CRM Service
• IT Business Edge - Intuit Launches CRM for SMBs
• TMCNet - Intuit’s New Customer Manager Lets Small Businesses Focus on Customers

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Check out our official press release that went out this morning.

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We are starting to promote our upcoming features for Customer Manager. Check them out here.  We will keep this section of our site up to date.

Our team is 100% dedicated to getting new features and functionality to our customers as quickly as possible. It is an amazing feeling to be able to share updates about features we know you need and want. Keep telling us what’s important, give us the feedback. It makes it easier for us to deliver for you!

Want to know if Customer Manager is right for your business… contact our Support agents.

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Dear Beta Customers:

Yesterday marked a huge milestone for Customer Manager! After 6 months and 8 major releases, we are making the official move from Beta to a paid service.

First, we want to say THANK YOU to each of you! Thousands of you have signed up since we launched Beta. You have shared invaluable input, ideas and suggestions on how we can make the service better and we are so appreciative.

Now that we are a paid service, we are more committed than ever to providing tremendous value for your investment and exceeding your expectations for Customer Manager, so we hope you’ll continue on the journey with us. Sign in now to update your customer profile from Beta user to paid customer.

So you must be wondering, “Okay, what happens now?”
As a token of our appreciation, we are offering an additional 30-days for our Beta Testers to make the transition to the paid service. What this means is that beta testers can continue to use Customer Manager without any interruptions for the next 30 days (till November 26th, 2009). We encourage you to subscribe to the paid service before November 26th to ensure your data is transferred seamlessly to the paid plan and you can continue to run your business without interruption.

How much does Customer Manager cost and what’s included?
Intuit Customer Manager is Free for your first 30-days and then just $9.95/month for up to 5 users - for more information, check our website. If you need to add more users, we can help. Please contact support directly. We continue to offer all the features you’ve already been using including access to Customer Manager for Mobile Beta, secure storage of your data, 24/7 access to your account and product support at no extra cost.

Once again, on behalf of the whole team at Customer Manager, we’d like to THANK YOU for your participation in our Beta and for helping us reach this incredible goal! We hope you’ll join us for this next chapter of growth!

Cheers,

Your Team at Customer Manager

P.s. Not sure if Customer Manager is right for you? Contact one of our expert agents who can help you learn more about how Customer Manager can help you and your business!

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