Get ready to manage your finances and customers all in one place

Introducing the Customer Hub, a fully integrated customer management tool in QuickBooks.

While managing customer relationships is one of the most important parts of running a business, it's also one of the most time consuming. We created the Customer Hub to help with that. Now you’ll have a dedicated space in QuickBooks where you track and manage customer relationships on the same platform you use to keep tabs on the rest of your business.



Get customers and strengthen relationships with the Customer Hub

Track & manage leads 

Put leads at your fingertips: A dedicated Customer Agent (one of the new Intuit AI agents) prioritises leads, helps with follow-ups, and drafts estimates to help you find new opportunities and grow your business.

Easily prioritise your workload: Sort tasks by project, customer, or due date so you can stay organised and know what’s next for any customer.

Track and close deals with confidence: From surfacing leads to closing the deal, you can track status, send and store contracts, and collect e-signatures—for any customer, every step of the way.

Keep projects running smoothly

Manage customer info in one place: A 360-degree view of what’s happening includes notes, contracts, signatures, and feedback, with filters and custom fields that make it easy to find what you’re looking for.

Repeat business you can count on: By giving customers the ability to request and schedule follow-up work, you can be proactive about what’s coming and more confident in future revenue. 

Grow your reputation

Give your customers more of what they want: Automated feedback collection helps you learn about—and improve upon—how customers experience your business offerings.

Get the word out: Seamlessly collect testimonials from your customers after a job well done. Share the reviews with leads and prospects to build trust and close deals.

Right-away referrals: Satisfied customers are encouraged to refer your services, so you never miss an opportunity to expand your reach.

The Customer Hub in action 

Customer overview and management

Sales pipeline: This widget helps you visualise and manage opportunities at a glance.

Customer profile: Get an overview of notes, tasks, and activity so you can prioritise workload for each customer. You can even customise tags and fields to make managing and sorting easier.

Task management: Create tasks related to customers or leads. Filter and sort by due date to stay organised.

Lead management

Lead management: Your Customer Agent categorises leads deciphering between which are hot, warm, or cold. It can even help you draft your initial interaction and will remind you to follow up, and more depending on where you are in the process.

Work requests: Customers can let you know that they’d like to work with you again in the future. When they do, that info will be automatically turned into a work request within the Leads table. They can also make referrals.

Reputation management 

Surveys: The survey tool allows you to easily collect customer feedback, gather reviews, and get referrals. 

Referrals: The opportunity to get leads for potential work is built into the feedback process.

Reviews: Customer reviews from completed surveys will automatically be populated in the Review tab so they are ready for you to post on your website or share on social media. 

Contracts: Upload and send contracts for fast, secure e-signature.

Appointments: Schedule meetings and share availability with clients. [BETA]

Proposals: Generate proposals from estimates and send for signature and deposit.  [BETA]

Video Meetings: Host video calls with automatic transcription into customer notes and tasks.  [BETA]

With the introduction of the Customer Hub, QuickBooks is giving your clients the ability to manage their customers and finances all in one place. Now your clients can leverage Intuit AI agents for help tracking leads, building their reputation, and keeping projects running smoothly. Best of all, it helps them keep close tabs on what matters most: their customers.

Functionality will vary depending on plans. AI Agents (excl. VAT AI Agent): While available in all QuickBooks supported languages, the AI agent's output are currently in English-only. We recommend you review all outputs carefully. This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making a purchasing decision. Additional terms, conditions and fees may apply with certain features and functionality. Eligibility criteria may apply. Product offers, features, and functionality are subject to change without notice. Finance Agent: Not available to customers with multi-currency enabled.