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Nabaza.net-The MarketPlace - QuickBooks Customer Manager 2.5
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List Price: $79.95
Our Price: $73.99
Your Save: $ 5.96 ( 7% )
Availability: Usually ships in 24 hours
Manufacturer: Intuit
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Average Customer Rating:  
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Batteries Included: 0
Binding: CD-ROM
Brand: Intuit
EAN: 0028287015005
Feature: Organize what you need to know about any customer, all on one screen
Format: CD
Is Autographed: 0
Is Memorabilia: 0
Label: Intuit
Manufacturer: Intuit
Model: 298881
Platform: Windows Vista
Publisher: Intuit
Release Date: 2007-03-07
Studio: Intuit
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Features
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Organize what you need to know about any customer, all on one screen
Pulls latest customer information from QuickBooks, Outlook or Outlook Express; keeps information uniform and up to date
Communicate with customers efficiently; send personalized e-mails or letters and create new mailing labels
Manage project quickly and easily; view appointments, e-mails, letters, faxes, spreadsheets, and more on one screen
Simple to learn and use; set-up wizards get you up and running in 30 minutes
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Editorial Reviews:
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Customer Manager helps small businesses deliver the right level of service, with less stress. Find customer details fast, provide great service to your customers -- and do it all simply.
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Spotlight customer reviews:
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Customer Rating:
Summary: Nice Product for Small Business
Comment: This is a reasonably priced solution for small business to track customers and integrates well with Quick Books and Outlook/MS Office. I'd prefer an option to use other email clients (such as Mozilla)or I'd give it five stars. I'm able to see my appointments and balances for a given client with a glance and can instantly create a new financial transaction from within Customer Manager. You can download a demo from Intuit for 30 days- check it out before you buy. I'm a one person business so for my situation it's perfect.
Customer Rating:
Summary: customer manager review
Comment: I love intuit products, but I was extremly disapointed in this product. The only reason I didnt return this product is because it syncs with my quickbooks.
Customer Rating:
Summary: Supports 96 DPI only
Comment: This product might have received a better review if I could have gotten
past the online registration screen.
I couldn't, because it only supports one monitor resolution (96 DPI), which doesn't match my monitor capability. Intuit is aware of this bug, but has no fix for it.
In my 20-odd years of doing software technical support, we had a name for this type of bug, and it was "showstopper". Reputable companies fixed these bugs before releasing product to customers.
It's interesting to note that Quickbooks itself doesn't suffer from this problem, indicating that Intuit knows how to support multiple resolutions, but, for some reason refuses to do it in Customer Manager.
Update
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Intuit has refunded the purchase price of this product. If and when they fix this bug,
we'll consider applying the refund toward the updated version.
Customer Rating:
Summary: This software is HORRIBLE
Comment: I am in amazement that anyone could write a review AT ALL with anything positive to say about this product.
It MIGHT be decent software if you never try to synchronize it with QBooks or Outlook. But, that is what I needed, that is what they advertise, so I bought it. What a horrifying experience. If you look on-line (do a search for slow customer manager) you will see that there is no real fix. People with gigantic, powerful computers are brought to their knees with the slowness of this memory and processing hog. Try to drag and drop a piece of data, or attach an email to a customer's file, and you might as well go make coffee. Actually, you have enough time to fly to Brazil to pick your own beans.
Intuit support is only going to tell you that it is one of the "other files" that is corrupt, like your QuickBooks file - OH, don't have support on THAT product, well, you need to pay for this phone call. Never mind that the only program on your computer that doesn't work is Customer Manager. It hoses up EVERYTHING.
Intuit should be ashamed of this product and to be sure, as so many have said before me, it should be integrated into QuickBooks as a one piece solution.
By the way, the functionality of project tracking and linking data, emails and appointments, employees to their companies (contact association), & things of that sort are almost acceptable but the two huge problems are slowness, (beyond belief) and data transfers. Linking and finding data fields aren't even compatable with Quickbooks meaning, type in an address in QB and you won't be able to find it in QBCM, you'll have to type it again.
Do yourself a favor, use paper and pencil, it is faster and more efficient that QBCM. STAY AWAY!
I am editing to say, I am no computer idiot...I bought the software and spent 2 months trying to make it run right. It works with their stupid little sample database but when you sync a perfect QB database to it, and a perfect Outlook DB to it, adios amigo, you just bought a nightmare that simply WILL NOT END until you toss this in the trash.
I sent mine back to Intuit (after speaking to "tech support") for a refund. I am sorry I wasted so much time. If you are serious, this software ISN'T.
Customer Rating:
Summary: So far so good
Comment: Well- I have been enjoying this product quite a lot. I effortlessly linked this to my quickbooks contacts. I had been saving them to excel then importing them to Outlook. Yeah, yeah I know there is probably an easier way, but it worked for me BUT...
then I needed to actually use this contact info... beyond just sending emails. So, it was a rather complicated mess of linking the contact to a task in order to keep track of who I sent what to and who needed to be contacted later and so on. It was a cumbersome mess!
I spent plenty of time looking for good customer relations management tools. There are some good ones out there, but they far more expensive and do a lot more than I will ever need. I am one person, not a big company. Then I thought, well what the heck, let's just see if there isn't something out there that would be compatible with QB since it also tells me what the customer bought (big spenders etc).
Here it is- QBCM and I like it mighty fine. I am also using it as my calendar. I have never really liked Outlooks calendar, but I think QBCM's is more user friendly. When looking at the home page, it gives a great multi-view of your appointments (mine include dog walking, cleaning etc.) It is not necessarily just for business.
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