Close

A Close deal only moves forward as fast as it gets logged. Quin connects to Close and keeps leads, contacts, and deals current from the conversations already happening, so nothing waits for a rep to circle back and type it in later.

What you can do with Close and Quin

• Get a lead updated the moment a call ends.
  Say what happened, and Quin attaches the summary and key points to the matching lead record in Close.
• Create a follow-up task with a due date and owner.
  It lands on the right lead instead of a sticky note or a mental placeholder.
• Search leads and contacts by name, email, or lead ID.
  Any one of the three is enough to pull up the right record.
• Ask about a deal's status and get a straight answer.
  “What's the status of the Acme deal?” pulls the current stage without opening Close.
• Update deal status across active, won, and lost.
  The record reflects what was discussed, not what it said before the call.
• Create a new lead or contact directly from a conversation.
  It's ready in Close without a separate data-entry pass.

Who this helps most

• Inside sales teams running a high call volume, where logging every conversation by hand competes directly with time spent selling.
• Reps managing dozens of active leads at once, since status updates land on the right record without an end-of-day cleanup session.
• Anyone who needs a quick deal-status answer mid-call, without switching over to Close to look it up.

How this shows up day to day

• A call wraps up with next steps that need tracking.
  Saying them out loud is enough to get a task created with a due date and the right owner.
• A prospect asks about pricing that changes their deal stage.
  Updating Close happens as part of the same conversation, not a separate step afterward.
• Prepping for a call with a lead you haven't spoken to in weeks.
  Asking Quin what was last discussed pulls the answer straight from Close.

Frequently asked questions

What happens when I connect Close?
Quin starts logging meeting notes, creating tasks, and updating leads and opportunities in Close as they come up in conversation.

Why can't Quin find a lead I know exists in Close?
The name, email, or company usually needs to match what's in Close. Searching by email is the most reliable fix if a name isn't matching.

Will Quin delete anything in Close without asking?
No. Any delete action requires confirmation before Quin proceeds.

Is my data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just Close.

Does Quin replace Close?
No. Close stays the system of record for your deals. Quin keeps it current and answers questions about them, but Close remains where the data lives.