Almost a 5 star product.
Customer manager is great for organizing your clients. Like it cause you can create notes and history files about each client, schedules, has a calender built in, syncs great with Quickbooks Pro. The merge contact features is also helpful. Managing client data couldn't be easier. Only draw back is we would like it to start up faster or have a smaller footprint on the system. So we could quickly add something without the whole program starting up. Maybe its wishful thinking. Overall a great product.
Found a fix for the slooooowness and crashes
This program is very basic (limited reporting functionality, can't delete or change more than 1 record at a time, etc), but it's simplicity is a positive thing for me since I can fly through sales calls, record them and set times for new ones quicker than with Outlook. The central location of customer information and history of activity is straight forward and helpful.
I liked this program until it started to stall for up to 2 minutes when I opened it, and then would periodically freeze for no reason (at least, a reason unknown to me). It also made Outlook run painfully slow. Ok - to the point - I believe I have fixed that problem on my computer. After the fix described below, our Sales Manager and I haven't had any more of these ... Read More
Doesn't Work
Bought the product, installed the product,the program will not load. Called customer service, they said they don't know what's wrong, but would research the problem and call me back. That was two weeks ago. NO word from them. The product may work fine in most computers, but their customer service is not.
Shockingly Bad-Stay Away
I spent several years with the predecessor to this program only to have my database totally corrupted with no fix. Even when it works, it is painfully slow and crashes frequently. I tried the new version since I now have Vista. It is no better. Although it promises to work with Outlook, it apparently doesn't work with Microsoft Outlook Exchange. Every time I try to sync it just crashes. There is no customer support unless you are willing to pay their ridiculous prices. I've got seven years of data in there but I am ready to abandon it and re-enter the data in another program. Stay away. Intuit should be ashamed of themselves.
great product for my needs
QuickBooks Customer Manager 2.5 is exactly what I have needed. It is a smoothly functioning "grand central" for all the documents, Emails, financial information, addresses, etc. connected with all my projects. It works as advertised. It automatically saves entries when they are entered so I have not experienced data loss. The learning curve is easy. By the second day I had it doing everything I needed it to do.
It does this by creating hyperlinks with the information you enter. Do you need to access an Email, or invoice, or document? Just click and it is there. Talk about fast and efficient.
On top of all that, it integrates and sychronizes with Quickbooks Pro and Outlook, and it has a very pleasant interface. I couldn't have asked for ... Read More
