Web-based contact management for QuickBooks

ActiveContact is small yet efficient CRM package. It was designed with simplicity and accessibility in mind. Built on Intuit's new Partner Platform, ActiveContact will provide your company with an array of contact management tools that can be accessed anywhere there's a computer and an internet connection.

ActiveContact is built on Intuit's Partner Platform, a development environment that combines the robust QuickBase web infrastructure with Adobe Flex, allowing developers to rapidly build and maintain engaging Rich Internet Applications (or RIAs) with sleek user interfaces.

Features
  • Access your data anytime, anywhere
  • Manage customers and prospects together
  • Create follow ups
  • Generate mailing lists
  • MapQuest integration
  • Support for additional custom fields outside of QuickBooks
  • Maintain multiple contacts per customer/prospect
  • CSV import with customizable field mapping
  • Field-level search capability
  • Document management
  • Enhanced note functionality
  • And more...
Requirements and Purchase Information

Supported QuickBooks Versions

  • QuickBooks Pro (2010)
  • QuickBooks Premier (2010)
  • QuickBooks Enterprise (version 9.0 - 10.0)

To get started with ActiveContact you will first have to sign up on the Intuit Workplace.

Prices are broken down on a per-user basis.

Screen Shots

Calendar

Customer Edit Form

Customer Edit Form (Active Contact Fields)

Customer Edit Form (QuickBooks Fields)

Column Picker

Create Customer Filters

Wide Customer / Prospect List

Custom Fields

Document Management

Follow Up List

Follow Up Form

Import Screen

MapQuest Functionality

Manage Notes

Build Complex Customer Queries

Report Screen