Turn quick emails to Quin into complete CRM workflows

Most people live in their inbox. You're already writing emails all day, forwarding important messages, and using email to coordinate with your team. But when it comes to updating your CRM or creating follow-up tasks, you switch to different tools and platforms.

What if you could handle CRM updates the same way you handle everything else—through email?

Your inbox as a command center

Send Quin an email the same way you'd email an assistant, and get back completed CRM work. Your inbox is probably the most familiar tool you use all day. You know how to forward messages, copy people on emails, and write quick requests.

These same skills work perfectly for CRM management when you email Quin directly. No special formatting needed. No new interface to learn. Just email like you normally do.

Quick examples of what you can email to Quin:

• Update Amanda Chen's contact record with her new title - VP of Operations
• Create a follow-up task to send the proposal to Meridian Systems by Friday
• Create a new contact record for Robert Kim, Director of IT at Summit Corp, met him at the conference yesterday
• Update the Peterson Industries account - they mentioned their budget increased to $50k for next quarter
• Schedule a check-in call with Maria Santos for next Tuesday about their renewal timeline

These emails take thirty seconds to write and handle CRM work that would normally require several minutes of platform switching and form filling.

Forward client messages for instant follow-up

One of the most powerful ways to use email with Quin is forwarding client messages that need action. When a client sends you important information, requirements, or requests, forward that email to Quin with instructions about what should happen next.

Forward a client email about their expansion plans with a note: Add this expansion information to their contact record and create a task to schedule a planning call next week. The client's original message provides all the context Quin needs to update their record appropriately.

Copy your team for seamless coordination

Since you can copy team members on emails to Quin, it becomes a natural way to coordinate CRM work. Send an email to Quin with your sales manager copied: After today's call with BlueTech Solutions, create a task for James to send the technical documentation and update the opportunity stage to proposal review.

Your teammate sees what's being handled and can add their own instructions if needed.

Email delegation that actually works

Email instructions to Quin feel like delegating work to a capable team member. You provide context, specify what needs to happen, and trust that it gets handled correctly. The confirmation process works through email too—Quin can email you back with summaries of completed work or draft follow-ups for your review.

Instead of treating email and CRM as separate workflows, this makes your inbox a command center for client work. Important client communications can trigger immediate CRM actions without manual data entry or system switching.