Will Quickbooks Online replace your expensive CRM? скачать в хорошем качестве

Will Quickbooks Online replace your expensive CRM?

QuickBooks Online has been expanding beyond accounting, especially after Intuit’s Mailchimp acquisition. That raises a bigger question about where the platform is headed. This walkthrough explores the Customer Hub in QuickBooks Online, including leads, estimates, proposals, contracts, appointments, and reviews. The focus is on how these tools actually work together and what kinds of workflows they support today. Jump to: 0:00 – Why Intuit + Mailchimp sparked the CRM question 1:06 – Is there a CRM inside QuickBooks Online? 1:34 – Customer Hub overview and first impressions 3:24 – Pipeline structure: leads to reviews 4:22 – Why this pipeline doesn’t work like a real CRM 5:10 – Adding and managing leads (limitations) 7:38 – Lead stages, sales stages, and confusion 9:01 – Estimates, proposals, and broken workflows 13:15 – Proposals and contracts inside QuickBooks 15:50 – Appointments and scheduling (beta issues) 16:46 – Reviews, referrals, and customer feedback 18:52 – Final verdict: can QuickBooks replace a CRM? Here are some of the tools I trust and recommend to help you manage your business finances more effectively. These are affiliate links, which means I may earn a small commission if you use them—at no extra cost to you. Thank you for supporting the Clara CFO channel! 🔢 QuickBooks Online – 30% Off for 12 Months plus 30-day Free Trial https://claracfo.com/QBO Get organized with the most popular small business accounting software. 🏦 Relay Bank – Get a $100 Bonus https://www.claracfo.com/relay Modern banking designed for business owners. Sign up and deposit $100 to claim your bonus. 👥 Gusto Payroll – Earn $100 https://claracfo.com/gusto Run payroll and receive a $100 reward—perfect for growing teams. 💰Monarch Money – Extended 30-Day Free Trial https://claracfo.com/monarch Smart personal finance software for entrepreneurs and families. 📊 RC Reports – Get $50 Off a Compensation Report https://claracfo.com/RCReports Ensure your S-Corp salary is IRS-compliant with a professional comp report. Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/ Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.