QuickBooks Customer Manager 2.0

by Intuit, Inc.

Product Features

• Information management tool for delivering great customer service
• See customers at a glance and detailed information instantly
• Synchronize information between key applications
• Import contacts from QuickBooks, Microsoft Excel, Outlook, and more
• Create group mailings instantly; familiar look and feel of QuickBooks

Product Details

• Shipping Weight: 13.6 ounces
• Shipping: This item is also available for shipping to select countries outside the U.S.
• ASIN: B00062AKI4
• Item model number: 284255
• Date first available at Amazon.com: October 25, 2004
• Average Customer Review: 1.5 out of 5 stars  See all reviews (20 customer reviews)
• Amazon Best Sellers Rank: #6,921 in Software (See Top 100 in Software)
  • #43 in Software > Business & Office > Schedule & Contact Management
• Discontinued by manufacturer: Yes

Product Description

Customer Satisfaction Made Simple. Provide great service to your customers. Customer Manager lets you consolidate all the information you track about your customers in one easy-to-use system to give you instant access to your information on one screen. View all the key customer information you need on one screen so you can more quickly respond to customer inquiries. Integrates with QuickBooks Financial Software, Outlook and Outlook Express so you can keep using the tools you know without entering data twice. Strengthen customer relationships by knowing more about your customers, such as when you last talked to them, what you told them, and even whom they referred to you. Easy to set up, learn and use. About 30 minutes and you're up and running [Based on installation and import time for approximately 1000 contacts. Individual user experience may vary.]

Customer Reviews

Most Helpful Customer Reviews

62 of 65 people found the following review helpful:

1.0 out of 5 stars This software is absolutely useless, December 29, 2004

By 

Scott Gardner "Software developer and consult... (Central IL) - See all my reviews
(REAL NAME)   

Amazon Verified Purchase

This review is from: QuickBooks Customer Manager 2.0 (CD-ROM)

I hate to be so negative, but I spent several hours trying to make this software perform some very basic functionality, and then waited over an hour on hold (during normal business hours) only to be told that the software won't do what I need it to.

What I needed it to do: I have organizations with more than one address. I have contacts that reside at these various locations. I needed to import the organizations (one unique organization record for each unique organization location, since the software does not have 3rd heirarchy, i.e., organization > location > contact), and then import the contacts and have them link to the organization (e.g., by organization name).

What it can't do:
1. You cannot import just organizations (i.e., a parent record). If you do, it will import the "organization name" to the "contact name" field and leave the "company" field blank, even though you set the field mapping to be "organization name" to "company name!" What you end up having to do is create fields for first and last names in the organization file to be imported, and these names have to be unique or the record will not import. So, you either have to assign a contact name (note, this cannot be a name of another contact that you will import later), or enter some arbitrary unique id. In my case, I entered a #.
2. It cannot recognize and link contacts based on a field (e.g., "organization name"); instead, you have to manually add each contact to the organization record's "related contact" field. However, even then these contacts are not truly "linked" - they are hyperlinked. The difference is that, after linking the contacts, if you were to make a change to an organization's record (e.g., if they changed the company name due to incorporation, changed office suite/address, etc.) the contact records would not be updated (i.e., they would still show the old company info...disasterous for any kind of targetted marketing effort!).

What I ended up with was a list of company records with numeric names, and contact records with identical company fields but absolutely no correlation or true link to the parent record. The tech support rep (which, again, I waited over an hour on hold for, and before that wait I had some customer support rep insisting that I buy a tech support package even though I literally just bought the software) told me that I would have to manually link each contact in the "related contacts" field of the company record. When I inquired further he conceded that it is still not a true link, but merely a hyperlink.

The bottom line is, if you're looking for even the most basic contact management functionality, this isn't it. Steer clear of it and save yourself hours and headaches. If you know of any really good contact software for small business contact management (Mac OS X preferrable, but either PC or Mac is fine), please email me!

25 of 25 people found the following review helpful:

1.0 out of 5 stars Amazon does not have a 0 star rating., July 22, 2005

By 

NgaK200 "00" (GA) - See all my reviews

This review is from: QuickBooks Customer Manager 2.0 (CD-ROM)

I have used Quicken & Quickbooks products since the early 90's. I have purchased several add on products during that time.
Quicken & Quickbooks started out as great products but have declined greatly in the last few years. They also offer extra cost products on many of their "upgrades" which were included in earlier products for free.
Customer Manager is a different issue. I started out with version 1. Description on box seemed to offer a usefull product. However, the program was so limited that it made more work than it eliminated. Like a fool I bought V2 when it came out because the concept seemed good & many improvements were promised. I was wrong. It has more bugs, hardly any real improvements than V1. The feature for sending e-mails is worse than useless. It takes several steps to put it into history and often doesn't work at all. You can see from all the other reviews that there are lots of other issues as well. I have experienced them as well.

28 of 29 people found the following review helpful:

1.0 out of 5 stars THE WORSE!, January 17, 2005

By 

B. Evans - See all my reviews
(REAL NAME)   

This review is from: QuickBooks Customer Manager 2.0 (CD-ROM)

As insulted as we were to buy 5 licenses for version 1.0, version 2.0 is still as buggy as version 1.0. Total waste of time, money, and cdrom space!