With Office 365, we’re eager to help your small business achieve more. That’s why we are expanding the value of Office 365 to include not only essential productivity and collaboration tools, but also new services to help you run your business. The launch of Bookings earlier this year introduced a new way to schedule appointments with your customers. Today, we are adding a new tool to help you manage your customer relationships more effectively.

As a business owner, you know that getting repeat business starts with knowing your customers well, remembering the conversations you’ve had, and following through on their requests. That can be a challenge when you have many customers to keep track of and not enough time in the day. To make it easier for you to track and grow your customer relationships, we are introducing a new Office 365 service called Outlook Customer Manager.

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Outlook Customer Manager gives you a complete view of your interactions with each customer, helps you track tasks and deals in progress, and surfaces timely reminders. You can stay on top of customer relationships right from Outlook, with no need to install or learn separate tools.

Now included at no extra cost in the Office 365 Business Premium plan, Outlook Customer Manager is a cloud-powered solution designed especially for small businesses. And as your business needs grow, you can move to Dynamics 365 to take advantage of enhanced customer information, process efficiency and consistency, and deeper financial and customer insights.

Customer information in one place—without busy work

Trying to keep up with all the information and tasks from emails, meeting invites, call logs, Excel sheets, handwritten notes and other team members can get in the way of more important work. That’s why Outlook Customer Manager automatically organizes customer information—such as emails, meetings, calls, notes, files, tasks, deals and deadlines—in a timeline next to your inbox.

See customer information next to your inbox so you can act on it right away.

The information in the timeline is automatically gathered from the email, calendar and call log data from your Office 365 environment, minimizing the need to manually enter data about your customer interactions. With all your customer information gathered in one place, you can spend less time entering data, or searching for it in various places, and more time with customers.

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Never miss what’s important

Within the busy day of a business owner, it’s easy to forget about items that need follow-up—or worse, fail to fulfill important commitments to a customer. Outlook Customer Manager helps you stay on top of opportunities and commitments by surfacing timely reminders, letting you associate tasks with a contact, company or deal, and listing deals by stage, close dates, priority and amount. To help you prioritize your time, the system automatically presents a Focused list of your most important customers and deals.

Dive in for a detailed view of your customers and deals, and see timely reminders.

Get everyone on the same page

At a small business, everyone pitches in for customers. But when several team members talk to a customer, it can quickly get complicated to keep track of all the communication. With Outlook Customer Manager, you can choose to share customer information with your team so everyone is on the same page.

This means the next time an employee is out sick, other team members can answer a call from their customers with all the needed information at their fingertips—from notes from recent customer calls to upcoming meeting dates, and from deal stage information to the name of that customer’s dog.

Access it all on the go

Get on-the-go access.

Work doesn’t always happen in front of a desk, which is why Outlook Customer Manager has a mobile app that gives you quick access to the same customer information you’ll see at your desktop. You can check recent communication right before meeting with a customer, jot down a quick note after a meeting or scan a business card to quickly create a new business contact—all in a few swipes on your phone.

The mobile app is initially available for iOS, and over time we will bring it to other mobile platforms.

Simple to use

Outlook Customer Manager is accessible in one click from the home tab in your Outlook inbox—so you don’t need to install any new software or spend days training your team to get them started. Because your data stays in Office 365, you don’t waste valuable time setting up connectors to other software or services, or managing separate products.

Get started in one click.

Getting started with Outlook Customer Manager

Outlook Customer Manager is now rolling out to Office 365 Business Premium customers, starting with those opted into First Release and continuing worldwide in the coming months. Once it has rolled out to your Office 365 account, you will see an icon for it in the home tab in Outlook 2016 for Windows. Just click the icon to get started. If you want early access, please see this page for more information on how to join the First Release program for Office 365.

We are excited to see how Outlook Customer Manager helps you stay on top of customer relationships and grow your business. As you use Outlook Customer Manager, please tell us what you think by providing feedback in our feedback forum.

Frequently asked questions

Q. Which Office 365 subscriptions include Outlook Customer Manager?

A. Outlook Customer Manager is available with an Office 365 Business Premium subscription. We are working to also bring it to E3 and E5 subscriptions in the future.

Q. When will Outlook Customer Manager be available?

Small Business Software Free

A. Outlook Customer Manager is rolling out to Office 365 Business Premium subscribers, starting with those in First Release and continuing worldwide in the coming months. If you want early access, please see support article for more information on how to join the First Release program for Office 365.

Q. How do I access Outlook Customer Manager?

A. An icon for Outlook Customer Manager will appear in the home tab in Outlook 2016 for Windows as soon as it is rolled out to your account. Click the icon to get started.

Q. Where can I get more information or give feedback?

A. Please see this support article for more information. You can share feedback with us in our feedback forum.

Lets you get on with what you're good at.

Please note that this app has not been sold or updated for some time. It will continue to serve existing users as long as it's run on the systems it has been designed and tested for.

• Keep track of your customers , orders, stock, 'to do' list
• Basic invoice and accounting
• Ideal for mail-order, retail and time-and-materials businesses
• iPad checkout under development
• NewUser Forum for support, bug reporting, sharing, comments
• Native mac app, simple and uncomplicated, self-contained and standalone
• Has a database style input or an EPOS / Checkout style interface
• Useful reports included, eg Invoices sent but not paid, Stocktake, Top sellers, New vs Returning customers
• Retina Screen compatible
• Try before you buy - 30 days free and unrestricted
• New - Easy import of csv files from Squarespace or Paypal
• New - print address labels - in testing

If you have a mac and a small business then this small but powerfuldatabase will keep track of your customers, orders, stock, 'to do' list and has some basic invoice and accounting. My ethos is to keep things as uncomplicated and quick touse as possible, leaving you free to run your business with allinformation at your fingertips.

Organise is small,self-contained and standalone. It doesn't require you to buy, licenceor install any other database application.

New: Organise Pro comes with new free app Report Builder. Since v6.1 has the ability to show you graphs, with two built-in reports as examples - Weekly sales and Monthly sales.

Please note that this app has not been sold or updated for some time. It will continue to serve existing users as long as it's run on the systems it has been designed and tested for.

System requirements

From version 7.2, Mac OSX 10.4 (Tiger) no longer supported. Minimum now 10.6 (Snow Leopard) Maximum tested and supported 10.11 (El Capitan).

This is an infographic showing how everything links together. (click to enlarge)

Download custom reports

reports are 'plugged in' to Organise Pro's report manager. You can create them yourself using this reference guide or the new Organise Report Builder or I can create them for you. Some potentially useful ones are shared below.

You may not be able to click the link to download it, you may need to right-click (control-click) and choose 'save linked file as' or similar.

Save the file in ~Library/Application Support/Organise/Reports and re-start Organise.

(Note that as from 10.7 (Lion) OSX hides your Library folder from you, there are some tricks to get into it, the easiest may be Finder>Go>Go and press your alt key to reveal 'Library')

Are you interested in sharing a custom report? Contact me

Support

• Please note that we are supporting existing users but not selling any new licences for this app.

Mac Small Business Accounting Software

Version History

Small Business Customer Database Software For Mac Pc

Full version history for Organise (The full history is also in the release notes included in the app's dmg file)