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QuickBooks Customer Manager (discontinued)

QuickBooks Customer Manager

Entered CNET Catalog: 10/11/2003

SKU: 279636

Manufacturer: Intuit Inc.

Manufacturer description

Customer Manager is a powerful customer information system that works with QuickBooks to help you organize business-critical customer data more efficiently, intelligently, and profitably. Take your customer service to the next level by having instant access to your critical customer information. Get organized and save time by having one central system for customer information so you don't have to enter data twice. Set up quickly and easily with a Startup Wizard and onscreen help that gives you answers when you need them. Access project management tools that help you stay on top of schedules, appointments, tasks, and customer appointments.

User opinions

Select a User Opinion to view: 1 2 3 4 5 6 7 8 9 10

User Rating: 1/10

It doesn't do anything worthwhile

Pros: None that I can find

Cons: It really doesn't do anything. There's no way of importing financial fields into templates. I cannot figure out why Intuit created this!

Review: There seems to be no valid reason for this program to exist. About all you can do is create letters and/or labels which can be done in Quickbooks. Only name and company fields can be used in letters, no nnumbers or financial information. This is a waste of money and time.

User Rating: 1/10

Spray yourself with OFF! for Customer Manager

Pros: Integrates with QuickBooks, keeps good history

Cons: Totally proprietary and locked down. When it works, there is no exportability or ability to use data outside of Customer Manager. Received frequent errors due to outdated database and ONE-WAY syncing system.

Review: Don't buy. You may as well use MS Outlook with Business Contact Manager or look for better enterprise solution.

It seems Intuit may be dropping this product - if they do hang on to it, they need to look at a basic rebuild. Get rid of database structure, get rid of manual one-way sync, add exportability to standard formats (CSV, Excel, other major packages, etc.).

User Rating: 1/10

This product made me cry several times, honestly...

Pros: Absolutely Nothing.

Cons: Absolutely Everything.

Review: First of all I am a 100% techie, my first computer was a C64 and I have a masters in IT.
I ran 10000 addresses on QuickBooks Customer Manager, purchased Version 1, 2 and 2.5 and with every update it got worse. I even was a Beta Tester for this program and let me tell you this piece of trash made me kick my computer the first time in my life. Outlook Sync Errors every second time, slow like a snail, for some searches it took me 2 to 3 minutes just to look for a customer (with a decent computer, enough RAM). At the end it even mixed up customer names and their addresses. The new version shows me the content in strange compressed windows. Customer Service Forget About It. The only task they tell you to do, is to reset and reimport your full data set.
YOU WILL LOOSE HOURES AND DAYS WITH THIS SOFTWARE.
There is no worse software than this one.
Please for your own peace of mind and health STAY AWAY DO NOT BUY THIS.
Outlook Contact Manager will do a better job for you.
P.S. I also decided to drop Quick Books Pro and use MS Accountant instead.

User Rating: 4/10

Good function for single user, terrible for multi users.

Pros: One person simple functions, it's OK.

Cons: Do not chose if there will be more than one user.

Review: I have used the version 2.0 for about 2 years as a solo user, and the version 2.5 with networked with two other users for three problem filled months. The sync duplicates and/or deletes data, tech supports only answer is to make a new depot, and we're looking for an alternative and a weeks worth of work to manually transfer the data. They should not be allowed to sell this to multiple users.

User Rating: 1/10

Steer Clear of Customer Manager

Pros: Integrates with Quickbooks

Cons: No export of notes and history

Review: There's no way (not even a hack) of getting customer history or notes out of Customer Manager. Choose this solution only if you really have no other choice. We've moved to the 7 Signals Highrise system - proper customer management.

Thanks to Customer Manager's propreiatry (and obselete) Sybase database and complete lack of export facilities - we're re entering 2 years of customer data manually!

This product is so bad, we're looking for ways of ditching Quickbooks too.

Intuit - do the right thing for your customers. Make their data transportable and they *may* reward you with product loyalty. Lock them in and they'll have no choice but to leave (and never do business with you again).

User Rating: 4/10

Quickbooks Customer Manager

Pros: Linking to Quickbooks

Cons: Constant sync required, does not work well

Review: QCM is a great idea on paper but does not live up to its claims. Clunky at best, the initial sync went well but after that...keeping upto date was a problem. Losing link to data having to re sync after changes was a bummer but even worst when it didn't work right...invoke actions to update Quickbooks Pro was problematic at best...I could go on and on...nice idea Intuit but better luck with version 3.

User Rating: 2/10

Buggy syncs

Pros: sortof works

Cons: loses data, doesn't add info properly when syncing

Review: This product has all the capabilities of being great.. if it worked properly.

User Rating: 3/10

Ver 1 Sucks

Pros: Nice idea.

Cons: Dont waste your time nor money until they fix the sync problems--the WHOLE point for buying and using the program (i.e., syncing with Outlook and Quickbooks)! Support is nonexistent. I am very disappointed in Intuit right now.

Review:

User Rating: 2/10

I agree - needs work!

Pros: I love the idea...

Cons: You would think that buying Intuit's product would make for ease of synchronization with QuickBooks. Sadly, this is not the case. I spent many hours weeding through my initial import of data from both QuickBooks and Outlook. When I finally finished and

Review:

User Rating: 3/10

Wait 'till they fix the bugs

Pros: It's a great idea, I only wish it could actually perform.

Cons: Fails to synchronize, lots of fatal error messages -- I should have know better than to buy Version 1.0 of any product.

Review:

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QuickBooks Customer Manager specifications

  • General
  • Category Business applications
  • Subcategory Business - accounting
  • Version 1.0
  • License pricing Standard
  • Software
  • License Type Complete package
  • License Qty 1 user
  • License Pricing Standard
  • Platform Windows
  • Min Supported Color Depth 8-bit (256 colors)
  • Distribution Media CD-ROM
  • Package Type Retail
  • System Requirements
  • OS Required Microsoft Windows 2000 , Microsoft Windows XP , Microsoft Windows Millennium Edition , Microsoft Windows 98
  • Min Processor Type 200.0 MHz
  • Peripheral / Interface Devices 2x CD-ROM , SVGA monitor
  • System Requirements Details Microsoft Windows 98/ME/2000/XP - Pentium - RAM 64.0 MB - HD 170.0 MB
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