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Customer Hub

Strong customer relationships, so you’re good to grow

With the new Customer Hub and Customer AI,** you can grow your business and support relationships from leads to loyal customers.

Get new customers

Expand your reach. Manage referrals and leads, all in one place—Customer Hub.

REFERRALS

Right-away referrals

Encourage satisfied customers to refer your services, so you never miss an opportunity to expand your reach.

LEAD MANAGEMENT

Manage leads with confidence

Know you’re focused on the right opportunities, and track leads and their status in the sales cycle, all in one place.

TESTIMONIALS

Get the word out

Collect customer testimonials and post them to your website to increase visibility and trust with prospective customers.

CONTRACTS & E-SIGNATURES

Close deals with ease

Send and store contracts with e-signatures in QuickBooks, so you can stay organized and close deals faster.

Surface more leads

Customer AI

Build your sales pipeline

The Customer Hub comes with a built-in Customer AI for QuickBooks Plus and Advanced customers. It spots leads and streamlines follow-ups from your Outlook or Gmail inbox, helping you find new opportunities and grow.

Strengthen customer relationships

Stay connected with customers. Customer Hub’s automated feedback, surveys, and follow-up work requests mean you always know how you’re doing.

FEEDBACK

Know how to keep customers happy

Automate feedback collection so you can learn and improve how customers experience your business offerings.

TASKS

Never miss a follow-up

Easily prioritize your workload, with task sorting by project, customer, or due date to keep you organized for next steps.

CUSTOMER MANAGEMENT

Manage customer info your way

Centralize all customer information and filter for insights with custom fields.

WORK REQUESTS

Repeat business you can count on

Enable customers to request and schedule follow-up work, so you can be proactive about what’s coming and more confident in future revenue.

All in one. Get it done

Amp up efficiency with AI** and optional access to trusted experts.*

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Free trial for 30 daysFree trial for 30 days

EasyStart

Build your financial foundation

1 user

Plus access for your accountant

Includes:

Intuit Intelligence

AI-powered bank feeds
Categorizes your transactions quickly and accurately for fast approval.
Sales Tax AI
Flags discrepancies and suggests corrections to make before you file.
Intuit Intelligence chat
BETA
Chat for instant insights. Limited queries.
Delegate tasks to AI
BETA
Let AI handle tasks under your guidance

Sales and sales tax
Invoice and payments

Plus

Boost efficiency and profitability

Bonus savings

5 users

Plus access for your accountant

Everything in EasyStart, and:

Intuit Intelligence

Anomaly detection
Identifies potential errors in balance sheets and P&L reports with a path to resolution.
Customer AI
Prioritizes leads from your inbox and drafts email follow-ups.
Intuit Intelligence chat
BETA
Chat for instant insights. Limited queries.
Delegate tasks to AI
BETA
Let AI handle tasks under your guidance

Inventory tracking
Budgeting
Project profitability
Class and location tracking

built for scale

Advanced

Scale with greater customization

Bonus savings

25 users

Plus access for your accountant

Everything in Plus, and:

Intuit Intelligence

Finance AI
Analyzes your data against financial plans and surfaces insights to drive profitability.**
Project Management AI
Gets projects started faster by auto-populating drafts with details pre-filled.
Intuit Intelligence chat
BETA
Chat for instant insights. Limited queries.
Delegate tasks to AI
BETA
Let AI handle tasks under your guidance

Custom roles and permissions
Unlimited classes and locations
Custom report builder
Workflow automation
Data sync with Excel

Compare all features

EasyStart

Build your financial foundation

Plus

Boost efficiency and profitability

Bonus savings

built for scalebuilt for scale

Advanced

Scale with greater customization

Bonus savings

Intuit Intelligence

Intuit Intelligence chat

BETA

Sales Tax AI

Accounting AI

Customer AI

Finance AI

Project Management AI

Accounting

Automated bookkeeping

Tax deductions

Automated bank feeds

Smart expense categorization

Multiple currencies

Anomaly detection and resolution

Revenue recognition

Auto-track fixed assets

Expenses

Auto-match transactions

Receipt capture

Mileage tracking

Bill management

Sales and Get Paid

Estimates

Invoice and payments

Sales and sales tax

Recurring invoices

Customer Hub

Customer management

Notes and tasks management

Reputation management

Lead management

Contract upload and e-signature

Proposals

BETA

Time

Enter time

Project Management

Project profitability

Project management

Inventory

Inventory tracking

Purchase orders

Sales orders

Business Intelligence

Cash flow planning

Budgeting

Forecasting

Custom report builder

Data sync with Excel

Connected Platform

Users

Mobile app

Automatic business feed

Integrate with hundreds of apps

Autosave & Data Protection

Reports

Standard

Enhanced

Comprehensive

Custom roles and permissions

Basic

Custom

Custom fields

Class and location tracking

Up to 40

Unlimited

Workflow automation

Batch invoices and expenses

Backup and restore

Premium support

QUICKBOOKS + MAILCHIMP INTEGRATION

Find customers you haven’t reached

Integrate QuickBooks with Mailchimp** to take your marketing campaigns to the next level. Once you’ve synced your customer data, Mailchimp recommends new audience segments to market to, helps you craft the right message, and deliver it at the right time.

Learn more

AI for every job

Get started today and automate your path to growth with confidence.

Accounting AI

Customer AI

Finance AI

Sales Tax AI

Project Management AI

Learn more

Frequently asked questions

What is QuickBooks Customer Hub?

QuickBooks Customer Hub is a built-in CRM that helps businesses strengthen customer relationships and drive growth. It streamlines feedback collection, lead management, and communication—all within QuickBooks.

Key Customer Hub features:

Automated feedback collection: Sends customizable post-invoice surveys to gather insights and highlight improvement areas.
Referral generation: Prompts satisfied customers to provide referrals, which are tracked as new leads.
Lead & opportunity management: Track prospects from first contact to close with real-time status updates.
Communication tools: Manage contracts (with e-signatures), and email conversations.
Task & organization tools: Assign tasks, monitor progress, and store notes for each customer or lead.
AI-powered features: Leverage AI for lead management and prioritization, email management, and more.

Is Customer Hub included in all QuickBooks plans?

Is it easy to transfer my customer data into Customer Hub?

What is Customer AI and how does it work?

How do customer reviews show up on my website or other review sites? Can I control where they appear?

Do I need a Mailchimp account to use Customer Hub?

How are leads generated? Where do they come from?

Leads are generated through different marketing activities designed to attract potential customers and prompt them to share their contact details.

In Customer Hub, leads come from two sources - Customer AI and Referrals.

Customer AI: After completing the Gmail integration in Customer Hub, your Customer AI scans your email to identify and surface hot and warm leads.
Referrals: Referrals are captured through an automated survey after a customer completes a QuickBooks pay-enabled invoice or by sending a direct link for referral from Customer Hub.

Can I add on Customer Hub features in Simple Start or Essentials plans?

What is CRM software?

How does lead management work?

Lead management is the process of attracting potential customers, tracking their interactions, and guiding them through the sales funnel until they become paying customers. It helps businesses stay organized, nurture relationships, and maximize revenue opportunities.

With QuickBooks Customer Hub, you can manage every step in one place—track leads and their progress in the sales cycle, turn satisfied customers into referrals, and showcase testimonials on key review sites to build trust. You can also speed up deal closures by sending, signing, and storing contracts directly within QuickBooks.

What is the difference between traditional CRM and AI CRM?

Traditional CRM focuses on storing and organizing customer information, tracking sales activities, and keeping a record of interactions. It helps teams manage relationships by centralizing data, but it often relies on manual updates and user-driven insights. Automation is typically limited to simple tasks like reminders or follow-up alerts.

AI CRM goes further by using artificial intelligence to automate repetitive work, streamline lead management, and surface opportunities more efficiently. It can help generate and prioritize leads, manage email and communication tasks, and suggest timely actions to keep relationships moving forward. By making customer management more proactive and less manual, AI CRM helps businesses strengthen connections and drive growth with less effort.

Connect with customers. Grow your business.

Get started today and chart your path to growth with confidence.

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