Customer Rating: 
Summary: great product for my needs
Comment: This product 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 more. I'm one of these people who is always looking for the best product to do the job. For me, this is it.
Customer Rating:
Summary: Is it really working?
Comment: This can be a good product for a small company - when and if you can start it!
The major problem is that it is very often very difficult to start. The program takes forever to start and usually freezes.
Checking on the QB Forum, it seems that I am not alone. Intuit doesn't seem to answer the `why'question either.
Since I am using a standard machine, one year old, with a lot of memory, I will say that it is time to use the remove button, eat the loss and buy something else.
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
----------
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.
Summary: great product for my needs
Comment: This product 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 more. I'm one of these people who is always looking for the best product to do the job. For me, this is it.
Customer Rating:
Summary: Is it really working?
Comment: This can be a good product for a small company - when and if you can start it!
The major problem is that it is very often very difficult to start. The program takes forever to start and usually freezes.
Checking on the QB Forum, it seems that I am not alone. Intuit doesn't seem to answer the `why'question either.
Since I am using a standard machine, one year old, with a lot of memory, I will say that it is time to use the remove button, eat the loss and buy something else.
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
----------
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.