Agile CRM
Update Agile CRM with meeting notes, tasks, and contact activity.
Connect Agile CRM to Quin and keep your records up to date without manual data entry. After each meeting, Quin logs notes, creates tasks, and updates contacts and deals based on what was discussed.
What you can do:
- Log meeting notes and call summaries to contact and deal records
- Create and update tasks, follow-ups, and calendar events
- Search and update contacts, companies, and deals from chat
- Create and manage help desk tickets
- Surface CRM data before meetings without opening Agile CRM
