Quin

Quin is a web-based AI personal assistant for professionals (including financial advisors) who want to automate post-meeting follow-ups, scheduling, and CRM administration.

Key capabilities include:

• Meeting assistance: joins meetings, processes notes and transcripts, and identifies opportunities and next steps.
• Follow-ups in the user’s voice: drafts follow-up emails and learns tone and style from sent emails.
• CRM automation: updates fields in existing contact records, creates new contacts, adds notes to contacts and households, uploads PDFs, and can generate new deals from product lines.
• Task and calendar coordination: creates and assigns tasks from meeting notes, sets task and calendar reminders, and adds context and follow-up details to calendar events.

Pricing: $49/month with a 14-day free trial; Enterprise plan with custom pricing.

What makes it notable: it combines meeting capture, follow-up drafting, and hands-on CRM data entry in one assistant, with support for working via in-app messaging, SMS, email, Slack, and Microsoft Teams, plus integrations that include Wealthbox CRM (advisor-focused) and other common CRM and calendar tools.