quickCLIENT.ai

Remember every client—and the next step.

quickCLIENT is a client CRM built for relationship-driven professionals. Capture what happened in a meeting or call, keep each relationship's history together, and walk into the next conversation with the context you need.

RECORD THE MEETING, GET THE NOTES

Record an in-person meeting, or send a notetaker to your Zoom, Google Meet, or Microsoft Teams call. quickCLIENT drafts a clear summary, key points, and suggested follow-ups for your review, plus a recap email you can edit and send. Prefer to talk it out afterward? Leave a quick voice note or type a recap instead.

YOUR DAY IN ONE PLACE

Home shows the follow-ups that need you, today's meetings, and client birthdays, so the important things don't slip. Calendar keeps meetings and tasks together, and you can share a booking link so clients pick a time that works.

FIND IMPORTANT DETAILS FAST

Search for anyone by name or phone, review their history, or ask a question about their notes and meetings. Supported answers link back to their sources so you can verify the details.

ADD PEOPLE IN SECONDS

Scan a business card and the name, phone, email, and address are filled in for you. Or say it, or type it. Keep prospects, contacts, and clients organized in My Book.

TRACK PROSPECTS AND REFERRALS

New leads come in from your Smart QR code, booking link, and web page, and land in Prospects with their source attached. When a client makes an introduction, the new relationship stays connected to the person who referred them.

BUILT AROUND YOUR REVIEW

AI-generated notes, follow-ups, summaries, and answers may be inaccurate. You remain in control and should review important information before relying on or sharing it. Let others know when you're recording a conversation.

VOICE PRIVACY

Audio is transmitted for transcription and is not retained by quickCLIENT after processing. The resulting text is saved to your workspace.

YOUR DATA REMAINS YOURS

Export supported workspace data and request account deletion from inside the app. Some limited records may be retained when required for security, fraud prevention, billing, or legal compliance.

REQUIRES AN INTERNET CONNECTION

quickCLIENT is a cloud-based app. Recording, transcription, AI features, and syncing your data require an active internet connection. Some functionality may be temporarily interrupted when you're offline or when a service we rely on is unavailable.

Terms of Use (EULA): https://quickclient.ai/terms Privacy Policy: https://quickclient.ai/privacy