Slack

Team updates happen in Slack whether or not anyone remembers to log them anywhere else, which leaves a gap between what the team knows and what the CRM reflects. Quin joins a Slack workspace and turns a channel message, a direct message, or even a voice note into a CRM update, a task, or a quick answer, so the conversation and the system of record stop pulling in different directions.

What you can do with Slack and Quin

• Ask a status question in a channel.
  The answer is pulled from your CRM and visible to everyone in the thread.
• Post a team update.
  It becomes a CRM change and a task in the same motion, not two separate steps.
• Send a voice note recapping a call.
  It gets processed into a CRM update or task the same way a typed message would.
• Message Quin directly.
  Anything that shouldn't be visible to a wider channel stays private.
• Keep a searchable record of an update.
  It stays findable instead of scrolling out of view in Slack.
• Create a task from a plain-language request.
  There's no need to switch to a separate task management tool.

Who this helps most

• Teams that coordinate mostly through Slack, where status updates and CRM changes tend to live in two different places.
• Anyone who'd rather send a voice note than type out a recap, since both get processed the same way.
• Managers who need visibility into deal or project status, without asking someone to go check the CRM and report back.

How this shows up day to day

• A manager asking for a deal status in a channel.
  The answer comes back pulled from the CRM, visible to the whole thread, instead of someone stopping to go check.
• A team update posted after a call.
  It becomes a CRM change and a task at the same time, so the update doesn't just sit in the channel as text.
• A quick voice note recapping a call instead of typing it out.
  It gets processed into a CRM update or task the same way a written message would.

Frequently asked questions

What happens when I connect Slack?
Quin becomes available to message directly or include in channel conversations, once it's added to your team's Slack workspace.

Does it matter if I message Quin in a channel or a direct message?
Either works the same way. A channel message keeps the update visible to your team, while a direct message keeps the details private, but Quin processes both the same.

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 Slack.

Do voice notes work the same as typed messages?
Yes. A voice message sent to Quin in Slack gets processed the same way a written one would, into a CRM update, a task, or both.

Does Quin replace Slack?
No. Slack still handles team messaging. Quin works inside it to turn a conversation into an update your systems will reflect.