Product Description: Customer Manager is a 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.
Great concept, lousy implementation When QB came out with Customer Mangager I was really excited. The features I need finally available. The concept fits perfectly with my business and it is very customizable. But beware. The program is buggy and creeps to a halt eventually requiring a complete removal and new installation to keep it running at any reasonable pace. I was hoping version 2 was better but now into version and 2.5 and I can't wait to get all my data into something that doesn't hang my system up. Don't waste your time and money on this program. Shame on you QB for the empty promises.
I wish I could rate this 0 This is an absolutely useless product. I was looking forward to pulling up email histories and seeing QuickBooks data right along side, but none of that matters if it doesn't work. Forget the fact that I had to open it, it would freeze, I would end the program, and the reopen it to use it--one day it just stopped accepting new emails. Two hours on the phone with tech support and they told me I had a problem with Outlook. I love Intuit products, but if you can't deliver this in quality form with the English-speaking support team I've come to appreciate, then it's best pulled off the shelf.
MMK (a 7 year QuickBooks user, ProAdvisor, CPA, and disappointed customer)
Duh! Were they smoking some weed when they designed this product. First of all, it's two separate applications. Second, you have to sync Quick Books to Customer Manager or vice versa and that takes a while. Third, it just doesn't make sense. You can easily get frustrated using this worthless product. Why couldn't Quickbooks have added this feature to its existing product without have to use it separately. Too many steps in a busy office environment is a waste of time.
This is my first time writing a review and I feel so much better now that I know that there were other users who felt the same way.
Glad for the reviews - echo my past experience I am a loyal QuickBooks User. I tried Customer manager 1.0 but it was so buggy I had to drop it. I reluctantly upgraded to version 2 (I fought for a free upgrade and won) and it was only marginally better than version 1. I really could use the functionality it promises, but I came here looking for reviews on version 2.5 since they are offering a $39.95 upgrade. I think I will hold off until I see more reviews on the 2.5 version. I really wish they would get the product working as advertised because I would love to have it work well. If it did it would be a big help.
Version 2.5 a big improvement I bought this product back in 2006 as a replacement for Outlook's Business Contact Manager, mostly due to the fact that it included a "project" section that was simpler to use that MS Project program, which is bloated and a time waster. I had a lot of similar issues most of the other reviewers did: slow loading and response, errors that resulted in having to reinstall the program, and that was only with a few hundred contacts.
I got the update for 2.5 in the mail (a free update in my case) a few weeks ago. I'd since switched back to Outlook's BCM again, but I was having constant problems with it and was looking for a permanent out. I reinstalled Intuit's product and was pleasantly surprised that it worked faster and many of the bugs were gone. Although the computer I'm running it on is over twice as fast as the one I had previously, and I still have issues with Tasks and Email not syncing automatically, I'm still impressed with the improvements, and I hope that this turns out to be a permanent replacement.
Anything Goes Trivia
Trevor
Megaton Man
