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.
