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al-ready
Level 1

I want to implement a CRM tool where I can post a survey after our service is complete as well as introduce a drip campaign and booking agent. Can I do this through QB?

 
2 Comments 2
PatriciaT
QuickBooks Team

I want to implement a CRM tool where I can post a survey after our service is complete as well as introduce a drip campaign and booking agent. Can I do this through QB?

Hi al-ready,

 

Welcome to the community family! Having perfect systems for your everyday tasks is important. QuickBooks Online offers tons of great partner apps that you can integrate to optimize your account. I encourage you to explore those to find one that'd meet your business needs. You can search for third-party apps in the program via the Apps menu and use the search tool or browse by category to find an app. Alternatively, you can refer to this article for our list of compatible apps to the system: QuickBooks Apps

 

I hope this helps! Feel free to stop by anytime if you need anything else. 

Fiat Lux - ASIA
Level 15

I want to implement a CRM tool where I can post a survey after our service is complete as well as introduce a drip campaign and booking agent. Can I do this through QB?

@al-ready 

If you are using the ticketing system, you may find the customer satisfaction survey as one of the available features. But should you prefer using a CRM app, you need to integrate with another survey app. You will put the CRM app as the central node and sync it with your QBO account and the survey app.

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