Zoho CRM

Update Zoho CRM with meeting notes, tasks, and contact activity.

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Let Quin handle the CRM gruntwork. With Zoho CRM connected, you’ll get help keeping your pipeline organized, capturing every client interaction, and making sure nothing slips through the cracks.

What you can do:

  • Log calls, meetings, and emails to leads and deals
  • Draft follow-ups and next steps automatically
  • Update deal stages and record details with a click
  • Surface key lead and deal insights before each meeting

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Zoho CRM

Update Zoho CRM with meeting notes, tasks, and contact activity.

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Redtail

Log calls, tasks, and notes directly into Redtail.

Wealthbox

Update Wealthbox automatically with tasks, notes, and contact info.