Let Quin take it from here

Explore the growing list of tasks, updates, and follow-ups Quin can handle automatically.

Create new contact records in CRM

CRM Management
Auto-create accounts/households in CRM

Intelligence & Customization
In-app chat

Communication Channels
Create TLDR summaries for sales notes fields

CRM Management
Search LinkedIn

Intelligence & Customization
Upload PDFs to contact records

CRM Management
Voice commands via Siri

Communication Channels
Schedule events on behalf of others

Calendar Management
Update contact record types

CRM Management
Auto-update email signatures

Email Drafts
Voice memos

Communication Channels
Add notes to contacts and households

CRM Management
Process handwritten notes from photos

Task & Project Management
Detect transcripts

Intelligence & Customization
Identify and create opportunities from notes + transcripts

CRM Management
Send meeting summaries to teammates

Task & Project Management
Learn your voice and tone from sent emails

Email Drafts
Generate documents

Document Management
Update meeting events with follow-up details

CRM Management
Update any field in existing contact records

CRM Management
Search email contacts

Communication Channels
Process different meeting types

CRM Management
Create new deal from product lines

CRM Management
Email with Quin

Communication Channels
Process uploaded PDFs for information extraction

Document Management
Create new opportunities

CRM Management
Assign tasks to team members automatically

Task & Project Management
Slack integration

Communication Channels
Save template preferences for recurring tasks

Intelligence & Customization
Add notes to opportunities

CRM Management
Search the web

Intelligence & Customization
Maintain consistent tone across communications

Intelligence & Customization
Remember specific assignment rules

Intelligence & Customization
Format informal notes into readable sentences

Intelligence & Customization
Add context and background information to calendar events

Calendar Management
Set up recurring reminders and events

Calendar Management
Write any type of email (introductions, proposals, check-ins, etc.)

Email Drafts
Create meeting note entries in Salesforce

CRM Management
Upload and attach files to contact records

Document Management
Draft follow-up emails

Email Drafts
Create meeting events in CRM

Calendar Management
Update meeting status

CRM Management
Default notes to Household

CRM Management
Create recurring task reminders

Task & Project Management
Voice notes

Communication Channels
Set task and calendar reminders

Task & Project Management
In-app dictation

Communication Channels
Create new calendar events with multiple invitees

Calendar Management
Reference conversation history and context

Intelligence & Customization
Search Salesforce notes

CRM Management
Create and assign tasks from meeting notes

Task & Project Management
Delete CRM records

CRM Management
Update specific custom fields based on meeting content

CRM Management
Navigate CRM question series for new contacts

CRM Management
Set guidelines for any workflow

Intelligence & Customization
Text messaging (SMS)

Communication Channels
Add special instructions to contact records

CRM Management