Addressing the age old accounting challenge of how to make financial information more useful to decision-makers to
better serve customers, Intuit will soon introduce two new products designed to do just that.
QuickBooksÂ® Client Manager and QuickBooks Customer Manager, scheduled for September release, provide a single screen dashboard with one click access to critical client/customer detail. According to an Intuit release, the programs give a view of customized information from one screen so questions can be answered quickly without disrupting workflow, users can offer personalized service and make each client/customer feel like a No. 1 priority.
"The market for customer management software is crowded with solutions that are too complex and expensive for most small businesses or accountants. These organizations rely heavily on referrals and word of mouth, and look to customer data in order to grow relationships rather than for 'sales-pipeline' focused tasks," said Sheryl Kingstone, program manager at Yankee Group. "Without a dedicated sales force or multi-layered marketing structure, small businesses and accountants simply need an easy way to track critical customer information in order to better understand and strengthen the bond with their customer or client."
Intuit's principal competitor in this market is Best Software, the U.S. subsidiary of the United Kingdom's Sage Group, and its popular customer information program ACT, one analyst told the New York Times. "The real loser here is ACT and possibly some of the hosted CRM vendors like Salesforce.com," Forrester Research analyst Erin Kinikin said.
QuickBooks Customer Manager and QuickBooks Client Manager allow information needed to properly serve customers to be seen on a single screen.
Functionality covers contact information, QuickBooks invoices and sales orders, projects, appointments, notes and much more.
They also work in tune with other software including QuickBooks financial software, Microsoft Outlook, Word and Excel.
The QuickBooks Customer Manager is priced at $79.95 (SRP). QuickBooks Client Manager, which offers additional accountant-specific features, is priced at $249. Customers can place and advanced order for free trials versions of QuickBooks Customer Manager by visiting www.customermanager.com.