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Customer Hub

Strong customer relationships, so you’re good to grow

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

A computer screen showing customer hub landing page.

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

Spread the word

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

CONTRACTS & E-SIGNATURES

Close sales with ease

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

Surface more leads

Customer Agent

Build your sales pipeline

The Customer Hub comes with a built-in AI Customer Agent 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.

Customer rating and testimonials.

FEEDBACK

Know how to keep customers happy

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

Task and actions feature.

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.

Customer work request.

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.

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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.

A Mailchimp dashboard showing QuickBooks integration, with audience contacts, suggested automations, and customer segments.

An AI agent for every job

See how Intuit’s AI agents can help you manage your books, customers, and expenses.**

Accounting Agent

Customer Agent

Finance Agent

Sales Tax AI Agent

Project Management Agent

Explore AI agents

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 Agent 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 Agent and Referrals.

Customer Agent: After completing the Gmail integration in Customer Hub, your Customer Agent 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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