Web-based contact management for QuickBooks (version 2.0)

ActiveContact is an online customer relationship management package (CRM) designed from the ground up to integrate with QuickBooks.  Anyone familiar with QuickBooks will find it intuitive and easy to use. Version 2 has been completely reworked to leverage the latest features of Intuit's new Partner Platform, ActiveContact will provide your company with an array of contact management tools that provide remote access to QuickBooks data anywhere there's a computer and an internet connection.   ActiveContact is an excellent alternative to the no longer supported Customer Manager product.

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.

• Access your QuickBooks data online anytime, anywhere
• Manage customers and prospects together
• Create follow ups and track history
• Support for additional custom fields outside of QuickBooks
• Maintain multiple contacts per customer/prospect
• CSV import for customers and prospects
• Easy to use yet powerful query builder
• Document management capabilities
• Enhanced note functionality
• And more...

Screen Shots

Calendar

Customer Details

Custom Fields

Document Management

Track Follow-Ups

Import CSV Files

View QuickBooks Item List

Maintain Notes

Create Customized Reports

Manage Reports

View Transactions