AgencyZoom
Update AgencyZoom with meeting notes, tasks, and contact activity.
Connect AgencyZoom to Quin and your CRM stays current without manual data entry. After each meeting, Quin logs notes to the right customer and lead records, creates follow-up tasks, and updates opportunities and quotes based on what was discussed.
What you can do:
- Automatically log meeting notes to AgencyZoom customer and lead records
- Create and update tasks for follow-ups and commitments
- Search, view, and update customers and leads
- Track and update opportunities and quotes
- Add notes to customers or leads directly from chat
