Introducing the Customer Hub: A Smarter Way to Manage Relationships

Say goodbye to fragmented workflows. The Customer Hub centralises your leads, relationships, and reputation in one powerful location, so you can focus on building trust and driving revenue.

A Unified View of Your Business Success

For any growing business, success is built on the strength of your relationships. But we know that managing those connections can often feel like a juggling act. Between chasing leads in your inbox, tracking project tasks, and following up on feedback, critical information can easily fall through the cracks.

That’s why we’ve launched the Customer Hub. It’s a dedicated, all-in-one space designed to give you a 360-degree view of your business data. It brings together the tools you need to find new leads, nurture current clients, and manage your reputation, all while staying perfectly synced with your accounting.

How the Customer Hub Powers Your Growth

The Customer Hub is more than just a list of names; it is a catalyst for a more efficient and profitable business. Here is a detailed look at how each section empowers you:

1. Get A Quick Snapshot

• What it includes: A visual dashboard featuring a pipeline funnel widget that tracks the full customer journey from enquiries and open quotes to in-progress projects and unpaid invoices.
• The Benefit: You get instant clarity on your business health. Instead of hunting for updates, you can see exactly where every opportunity stands, ensuring nothing is missed.

2. Centralised Customer Management

• What it includes: Unified customer profiles where you can view a real-time activity feed as well as track quotes, invoices, payments, and allocate tasks to team members for follow-up.
• The Benefit: It eliminates the stress of juggling multiple platforms. Your team stays organised and aligned, delivering a more professional and consistent service to every client because they have the full context of every relationship.

3. Smarter Lead Management

• What it includes: A dedicated space to track opportunities through the full sales cycle. It includes Work Requests, where customers can indicate they want to work with you again, and Referrals for customers to recommend potential new work. 
• The Benefit: You focus your energy on the leads most likely to convert into revenue. Automated work requests and referrals help you generate repeat and new business with minimal effort, keeping your growth steady.

4. The Customer Agent

• What it includes: The Customer Agent is an AI assistant that sources leads directly from your connected Gmail or Microsoft Outlook inbox, prioritises them as hot, warm, or cold, and even drafts personalised email responses.
• The Benefit: You stop losing time to manual inbox scanning. The Agent ensures you act quickly on the most valuable opportunities, helping you land jobs faster.

5. Manage Your Reputation

• What it includes: Built-in survey tools to automatically collect customer star ratings and testimonials.
• The Benefit: You turn happy customers into your best advocates. Positive social proof builds trust with potential customers, while private feedback helps you proactively improve your service.

6. Close Deals Faster

• What it includes: The ability to design professional, branded Proposals [BETA] and send Contracts for secure e-signatures^# directly within the hub.
• The Benefit: You make a polished first impression and secure new business without delays. By removing the friction of manual paperwork, you accelerate your sales cycle and keep business moving.

Customer Hub Feature Availability

To ensure you get the tools you need for your business, feature access varies across the QuickBooks subscriptions plans.

The Customer Hub is truly a one-stop shop for managing customer relationships, giving you the tools you need to grow through efficiency, trust, and better organisation.

Disclosures

^[Beta] has limited availability and is subject to change. Features may be more broadly available soon. This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making a purchasing decision. Additional terms, conditions and fees may apply. Product offers, features, and functionality are subject to change without notice. Feature availability varies by product.

^#E-signatures: You are responsible for ensuring that the e-signatures created in Customer Hub are appropriate for the documents they are signed with.