Strong customer relationships, so you’re good to grow

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 customisable 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 & organisation tools: Assign tasks, monitor progress, and store notes for each customer or lead.
• AI-powered features: Leverage AI for lead management and prioritisation, email management, and more.

Yes–you gain access to different features of Customer Hub with each QuickBooks Plan.

Yes–it's easy to transfer your customer data into Customer Hub. Here's how do it.

Customer Agent is currently available for QuickBooks Plus and Advanced users with Gmail and/or Outlook accounts. Once you complete the Gmail and/or Outlook integration in Customer Hub, your Customer Agent will scan your email to identify and surface hot and warm leads for you in QuickBooks. From the Leads tab in Customer Hub, you can view, track, and follow up with each lead individually.

QuickBooks users can automatically capture testimonials after a customer invoice is marked as paid or by sending a direct link for feedback from the 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 traditionally generated through different marketing activities designed to attract potential customers and prompt them to share their contact details.

In Customer Hub, QuickBooks helps you generate leads from two sources - Customer Agent and Referrals. 

• Customer Agent: After completing the email 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 invoice is marked as paid 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 Agent.

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 organisation, 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 organised, nurture relationships, and maximise 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 organising customer information, tracking sales activities, and keeping a record of interactions. It helps teams manage relationships by centralising 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 prioritise 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.