QuickBooks Essentials users and above can automatically capture testimonials after a customer completes a QuickBooks pay-enabled invoice or by sending a direct link for feedback from Customer Hub. When feedback is provided for your business in Customer Hub, you can copy and paste the testimonial onto your website.

No, only a QuickBooks plan at any level is required to use Customer Hub.

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.

Yes–you can access different features of Customer Hub with different QuickBooks Plans. With QuickBooks Plus or Advanced Plans, you gain access to contracts and e-signatures, as well as Customer AI.

CRM (Customer Relationship Management) software is designed to help businesses manage customer data, track interactions, and streamline processes to strengthen relationships and boost sales. It typically includes tools for lead management, communication, and task organization, all aimed at improving the customer experience and driving sales growth.

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.

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.