QuickBooks: Customer Manager - New Version

by Intuit

Product Features

• Customer information system for small businesses
• 1-click access to customer data and project management tools
• Respond quickly and accurately to customer needs
• Integrates with QuickBooks and Microsoft Outlook
• Easy to set up, learn, and use; FAQs on every screen

Product Details

• Shipping Weight: 9.6 ounces
• Shipping: This item is also available for shipping to select countries outside the U.S.
• ASIN: B00019TMTU
• Date first available at Amazon.com: January 7, 2004
• Average Customer Review: 1.5 out of 5 stars  See all reviews (11 customer reviews)
• Amazon Best Sellers Rank: #15,581 in Software (See Top 100 in Software)
  • #56 in Software > Business & Office > Schedule & Contact Management > Organizers & Address Books
• Discontinued by manufacturer: Yes

Customer Reviews

Most Helpful Customer Reviews

17 of 17 people found the following review helpful:

1.0 out of 5 stars LOL ...it doesn't do anything!, March 31, 2004

By 

Michael Davia DDS "mdavia2" (Laguna Niguel, CA United States) - See all my reviews
(REAL NAME)   

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

I have used ACT! and Qbooks for years. I needed an upgrade to ACT! but received very poor reviews for ACT! 6.0. Intuit always gives a quality product so I bought This Customer Manager.

The advertising makes it sound so powerful but I cannot find much to do with it. It is like Intuit sold a shell they were developing to recapture development costs.

Its kind of funny in a sick sort of way .. but I can't find much functionality in this product at all. It really doesn't do anything except list your customers and... nothing!

11 of 11 people found the following review helpful:

4.0 out of 5 stars It worked for us, June 20, 2004

By A Customer

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

We are using Customer Manager, to build out customer database. We all submit customer contacts names, titles, phone numbers, and e-mail address. We have not experienced any of the bugs the other have mentioned. One thing is Intuit provides automatic update to the software in the same fashion as it does for Quickbooks. Meaning, as corrections are made you get them uploaded.

I periodically take my copy of the database file, and update our Quickbooks file.

Like Quickbooks only 5 users can share one database "file". But Unlike Quicbooks, the database file called the "depot.file" is a community file which each user syncs and updates to in order to get the other community memember additions; one at a time.

You can also use Customer Manager to set-up To-do's and set assignments and for other users. It track of open and closed jobs, set deadlines, provide alerts etc.

You can customize the data your keep by adding fields to track customer by.

You can also group what you are managing, just not customers. You can group by customer, vendor, supplier, employee, etc.

For the price it worth exploring.

6 of 6 people found the following review helpful:

1.0 out of 5 stars Horrible ... don't waste your money, May 20, 2005

By 

ProPhotographer & Mom (Georgia) - See all my reviews

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

[...]
But the really major problem is that it now hoses my computer any time I launch the software. I have uninstalled and reinstalled. The problem gets worse and worse. At this point, I have not used Customer Manager in over a month because of the lock-ups, yet I still have data tied up in there that I can't even get to. I've tried three times just today to launch Customer Manager to get ONE customer record I need, and I've had to power down my computer just to get out of the lock up. It is a horrible program. I can't believe Quickbooks would put their name on something this bad.

And wouldn't it figure that my problems started approximately 75 days after I bought it, just outside the 60-day money back guarantee offer from Quickbooks.