HeyQuin

Overview

Quin is an AI-powered executive assistant built for sales professionals, financial advisors, recruiters, executives, and other client-facing roles who spend significant time on administrative tasks. The platform covers the full administrative surface of a professional's day: it joins video meetings, generates transcripts and summaries, learns the user's writing voice from past emails, drafts context-aware follow-ups, updates CRM contact records automatically, creates tasks and reminders, and uploads documents to contact profiles. With over 70 built-in skills and integrations with 30 or more tools (including Salesforce, HubSpot, Pipedrive, Zoom, Google Workspace, Microsoft 365, and Slack), Quin slots into existing workflows rather than replacing them. It is accessible across multiple channels including in-app, SMS, email, Slack, and Microsoft Teams, so teams can interact with it wherever they already work. All plans include unlimited users, making it viable for teams of any size. The platform is SOC 2 compliant with AES-256 encryption and GDPR compliance, with enterprise-grade SSO and audit tracking available.

Features

• Automated follow-up email drafting: Writes follow-up emails after meetings in your voice, learned from your sent messages
• CRM field updates: Automatically updates contact records, deal stages, and custom fields based on meeting notes
• Task creation and assignment: Creates tasks and assigns them from meeting transcripts without manual input
• Meeting summarization: Generates concise summaries of key points, decisions, and next steps after every call
• Calendar integration: Connects to your calendar to detect and join relevant meetings automatically
• Multi-CRM support: Integrates with major CRM platforms for seamless data sync
• Document and PDF upload: Attaches relevant documents and PDFs to contact records automatically
• Voice and tone learning: Adapts email drafts to match your established writing style over time
• Task and calendar reminders: Sets reminders linked to follow-up items and scheduled tasks
• 70+ intelligent automation skills: Pre-built workflows covering most common post-meeting admin scenarios
• Enterprise SSO and audit tracking: Role-based access, single sign-on, and audit logs for team deployments
• 14-day free trial: Full feature access for two weeks with no credit card required

Best For

Sales reps managing high meeting volume who lose hours to CRM updates and follow-up emails, Financial advisors who need accurate post-meeting documentation for compliance and client records, Executives and chiefs of staff who want post-meeting decisions captured and actioned automatically, Recruiters managing candidate pipelines across many calls and interviews, Executive assistants coordinating follow-ups and tasks for busy principals

How It Works

Quin operates as a persistent AI layer across a professional's communication stack. Before a meeting, it prepares briefings from CRM and calendar data. During meetings, Quin joins the call and generates a live transcript. After the meeting, it automatically identifies action items, drafts follow-up emails written in the user's learned voice and tone, updates CRM records with new contact details and opportunity notes, uploads any relevant documents, and creates tasks assigned to the right team members. Between meetings, users can interact with Quin via SMS, Slack, email, or the in-app interface, sending voice memos that get transcribed, requesting document generation from templates, or triggering workflow automations. The system learns continuously from the user's past emails and communication patterns to improve output quality over time. Supported AI models include OpenAI, Claude, and Google Gemini, with the underlying model selectable based on user or enterprise preference.