QuickBooks Customer Manager 2.0 | 
 enlarge | From: Intuit, Inc.
Category: Software
List Price: $79.95
Buy New: $33.77
You Save: $46.18 (58%)
New (4) Used (3) from $25.00
Rating:  17 reviews
Sales Rank: 6019
Format: Cd-rom
Platforms: Windows Nt, Windows 98, Windows 2000, Windows Me, Windows 95
Media: CD-ROM
Autographed: No
Memorabilia: No
Operating System: Windows NT
Shipping Weight (lbs): 1
Dimensions (in): 9.5 x 7.9 x 2.4
MPN: 284255
Model: 284255
UPC: 028287009547
EAN: 0028287009547
ASIN: B00062AKI4
Release Date: November 11, 2004
Availability: Usually ships in 1-2 business days
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| 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 |
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| Editorial Reviews:
Product Description
Serving Customers Made Simple!
Product Information
Customer Manager 2.0 R3 is a customer information system that workswith QuickBooks to help you organize business-critical customer data more efficiently, intelligently, and profitably. Track information on your: - Customers
- Clients
- Vendors
- Contractors
- Volunteers
- Projects
- Referrals
- Prospects
- Donors
- Associations
- Consultants
- and more!
Take your customer service to thenext 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 StartupWizard 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.
Product Highlights
Easy integration with software you already use* - In Customer Manager, view QuickBooks transactions; then, link to QuickBooks Financial Software for more information.
- Synchronize names with QuickBooks, Outlook andOutlook Express.
- Manage appointments in Outlook or with the built-in calendar.
- Drag and drop e-mails from Outlook and Outlook Express into Customer Manager.
Stay on top of important tasks with projectmanagement tools - Track projects by keeping all your critical information on one screen.
- Link customers and other contacts to your projects for quick reference.
- Use pop-up alerts for important to-dos andappointments so nothing slips through the cracks.
- Link import
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| Customer Reviews: Read 12 more reviews...
 Worst product I have ever used! October 16, 2008
Anthony E. Clark
I can't tell you how much time I have wasted. Don't buy it!
Customer Manager is full of software bugs and is a complete waste of time. For example, I was syncing to Outlook and something went wrong causing duplicate records to be added to Customer Manager some with the full data and some partial (2042 duplicates!). Customer Manager has no tool to automatically merge and fix these, and now my Outlook and Blackberry don't have the full information.
Great concept, lousy implementation June 24, 2008
G. Gustafson
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 January 24, 2008
Lester Bangs (Milwaukee, WI)
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! April 27, 2007
Betsy Padilla (Chicago, IL)
3 out of 3 found this review helpful
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 April 25, 2007
D
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.
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