QuickBooks Customer Manager 2.0 :: Education by Design Store

Customer Reviews

Great concept, lousy implementation

2008-06-24
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

2008-01-24
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!

2007-04-27
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

2007-04-25
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.

Version 2.5 a big improvement

2007-04-25
I bought this product back in 2006 as a replacement for Outlook's Business Contact Manager, mostly due to the fact that it included a "project" section that was simpler to use that MS Project program, which is bloated and a time waster. I had a lot of similar issues most of the other reviewers did: slow loading and response, errors that resulted in having to reinstall the program, and that was only with a few hundred contacts.

I got the update for 2.5 in the mail (a free update in my case) a few weeks ago. I'd since switched back to Outlook's BCM again, but I was having constant problems with it and was looking for a permanent out. I reinstalled Intuit's product and was pleasantly surprised that it worked faster and many of the bugs were gone. Although the computer I'm running it on is over twice as fast as the one I had previously, and I still have issues with Tasks and Email not syncing automatically, I'm still impressed with the improvements, and I hope that this turns out to be a permanent replacement.

Waste of Time and Effort

2006-02-21
Customer Manager is a customer information system that works with QuickBooks to help you organize business-critical customer data more efficiently, intelligently, and profitably. Take your customer service to the next level by having instant access to your critical customer information.

Limited but has some use.

2006-02-05
This is not a sophisticated program. However it's cheap. I use it and like it because it is an improvement over QuickBooks customer management functionality. If you are aware of its limitations you won't be disappointed.

Works for us.

2005-12-14
I run a multi million dollar home building business and Quickbooks Customer Manager works great for us. We are able keep all our customers' info in one place. We also use it for our service operations and scheduling appointments. It keeps a great history of what we have done at each customers home. This is a relatively new program and I think it will get better with time as they provide new versions. It is a little simplistic and could use some fine tuning, but all in all we use it with success.

Amazon does not have a 0 star rating.

2005-07-22
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.

Do not buy!

2005-07-01
The price is good, but I guess you get what you pay for. It works fine for a while then it screws up and you can't use it anymore. You click on it and it gives you this garbage and it won't open. I had to uninstall and reinstall. Inuit was helpful, but it didn't solve the problem. I don't understand how a big company can make such crap. We have no problems with quickbooks, but customer manager is just a waste of our time and computer space.