Slant
Update Slant with meeting notes, tasks, and contact activity.
The Slant integration connects your wealth management CRM with Quin, automatically syncing household, client, and pipeline information as you meet and talk with clients. Once connected, Quin keeps records current without manual data entry.
What you can do:
- Auto-log meeting notes to the right household or contact record
- Update trust, prospect, and opportunity details as they come up in conversation
- Create and track tasks and projects tied to client work
- Pull recent household activity and notes before a meeting
- Keep business and contact records tagged and organized without switching tabs
