WEBVTT

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You know that growth doesn’t happen on its own.

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It takes care,

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time, and consistent commitment.

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Your customer relationships are no different.

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Customer Hub,

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now included in QuickBooks,

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helps you strengthen existing customer relationships

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and build new ones,

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transforming every touchpoint into a potential opportunity

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for long-term growth.

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Automate the collection of customer feedback

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and testimonials

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to improve your business

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with a customizable satisfaction survey.

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- Just look at all that feedback!

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You can also turn those great customer experiences

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into new business and encourage customer referrals.

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Track new leads and existing customer opportunities,

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all in one place,

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so you can view their status in real time.

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And meet your new Customer Agent,

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ready to streamline your workflow

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and lighten your load.

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Our Gmail integration lets your Customer Agent

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automatically pull leads from your email,

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marking them as hot or warm

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and providing a handy summary.

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From there, you can send a response

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-oh, don't worry,

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your Customer Agent already drafted one for you.

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You can review, personalize and send.

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You can host a video call in the Customer Hub too.

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Simply send a link to your customer that allows them

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to book time on your calendar and talk it through.

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When your customer is ready for the next step,

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you can create a contract, right in the Customer Hub.

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Upload, store, and send contracts for e-signature.

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You’ll get notified when they’re signed.

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Congratulations, another big win!

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And new jobs mean more To Dos.

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Track and prioritize your workload with tasks and notes.

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You can assign new tasks to your team

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and sort them by due date, lead or customer.

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All notes are stored chronologically,

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so you never miss a beat.

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Helping you stay on top of each lead or customer’s needs.

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And keep it personal for a next-level experience.

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Existing customers create the foundation.

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New ones help you grow.

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Customer Hub has everything you need

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to organize, track, view

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and follow up with your customers

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and leads all in one place.

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Helping your customer relationships

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and your business thrive.