QuickBooks now has even more tools to help your clients succeed

Introducing the Customer Hub, designed to help grow and strengthen clients' relationships with their customers.

When your clients succeed, you can too. That’s why we’re pleased to offer new tools designed to help businesses stay on top of what matters most: customer relationships. The new Customer Hub will contain a collection of tools that harness the power of AI to help your clients get customers and strengthen existing relationships—right in QuickBooks. 


Why your clients will love the Customer Hub

It helps them track and manage leads through:

• A dedicated Customer Agent (one of the new Intuit AI agents) that can prioritises leads, helps with follow-ups, and drafts estimates. 

• Easy task sorting so they can stay on top of next steps. 

• Tools that make it easy to track status, send and store contracts, and collect e-signatures from customers throughout the sales cycle.

It keeps their projects running smoothly with: 

• A 360-degree view of what’s happening with any customer at any time, including notes, contracts, signatures, and feedback.

• Filters and customisable fields that make finding what they need easy.

• The ability to request and schedule follow-up work, so they can be proactive about what’s coming and more confident in future revenue.

Helps them grow their reputation by:

• Automating feedback collection so they can learn and improve how customers experience your business offerings.

• Making it easy to collect testimonials from customers after a job well done and then share the reviews with leads and prospects to build trust.

• Prompting right-away referrals to encourage satisfied customers to refer your clients’ services, so your clients never miss an opportunity to expand their reach.

The Customer Hub in action 

Customer overview and management

Sales pipeline is a widget that helps your clients visualize and manage opportunities at a glance. 

Customer profile provides an overview of notes, tasks and activity so clients can prioritize workload for each customer and stay organized. 

Task management creates tasks related to customers or leads, allowing clients to filter and sort by due date to easily find what they’re looking for.

Lead management

Lead management gives clients a clear view of lead insights throughout the full sales life cycle.

Work requests let clients know if customers would like to work with them again in the future and automatically turns that information into a job request on the Leads table. It also allows customers to make referrals. 

Reputation management 

The survey tool allows clients to send surveys to their customers so they can collect customer feedback, gather reviews, and get referrals. 

Referrals collect and track new leads for potential work opportunities.

Customer reviews from completed surveys will automatically be populated in your clients’ Review tab.

Contracts make it easy to 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.