The work after the meeting, already done
Quin captures the conversation, updates your CRM, drafts the recap email, and assigns the tasks the moment a meeting ends. The work is finished before you'd start it yourself.
Everything that used to happen after the meeting
Notes shaped by what you care about
Tell Quin what matters in your conversations — the topics you track, the details you flag, the language your team uses — and Quin captures notes shaped to those priorities.
A CRM that stays up to date
Quin pulls the contact details, deal stages, and next steps from the conversation and updates your CRM the way your team has set it up.
A follow-up email ready to send
Quin drafts the follow-up the moment the meeting ends, with the thank-you, the recap, and the action items written in your voice and ready for you to send.
Action items captured as you go
Quin picks up the commitments you make during the conversation, assigns them to the right person, and sets the deadlines so the next meeting doesn't start with "where did we land on that?"
Connect your calendar. Quin handles every meeting from there.
"It's taking the notes so I can be focused on the meeting."
Dan Westfall, CFP®, CFS®
Client Focused Financial
Anyone whose meetings turn into a list of follow-ups
