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AI tools

Quin

Digital assistant for inbox, calendar and CRM that handles notes, follow-ups and updates.

Made by Plain Sight Ventures Visit Quin's website
Starting priceFrom $49/mo for the 10 hrs setting
Checked on the vendor's site · Oct 13
Price on their own siteYes
Firm sizeSolo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)Solo2-56-2021+
In their words: “Whether it’s just you or your whole team, Quin gives you the same smart features”
Vendor says · source
Connections listed29 connectionsSalesforce, Wealthbox, Redtail and 26 more. Source and date for each below. AI tools among them: Claude (MCP server), ChatGPT (MCP server), Fathom (how not stated), Fireflies (how not stated), Granola (how not stated).
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What their website looks like

Screenshot of Quin's homepage
Quin's homepage, as it appeared on Oct 14. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Quin (slider set to 10 hrs of admin a month) $49/mo for the 10 hrs setting
per month at the 10 hours of admin a month setting of the page's slider, all users included
 Per month
The page prices Quin by a slider of admin hours a month; $49 is the setting it loads on. All plans include unlimited users.

Enterprise plan: custom pricing.

14-day free trial.

Source: Quin pricing page. Checked on the vendor's site, Oct 13.

What one person pays for other AI tools

AI tools

Cheapest plan for one person, per month (our sum from each price page). 16 of 30 AI tools have a US-dollar price we can put per person. Quin isn't on it: Priced by a slider of admin hours a month for unlimited users, so it is not a per-person price.

CaddiFreeContioFreeFathomFreeFirefliesFreeGrainFreeSynopsist$25/moMunin$29/moFinmate AI$39/moVega$42/moKnapsack$50/moYourStake$50/moHazel$60/moZocks$67/moFocal$100/moJump$100/moDataDasher$120/mo

Price changes

No price changes recorded yet. We last checked on Oct 13.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

HolistiplanFathomFirefliesGranola
Quin29 connections listed

Data goes out to

SalesforceWealthboxRedtailSlantHubSpotZoho CRMAffinityAgile CRMand 13 more below
Direction not stated
Microsoft DynamicsDexOnePage CRMClaudeChatGPT
Salesforce
Checked on the vendor's site
  • Data out: notes, tasks, and insights from meetings and emails
Source: Quin integrations page. Checked Oct 13.
Wealthbox
Checked on the vendor's site
  • Data out: tasks, notes, and contact info
Source: Quin integrations page. Checked Oct 13.
Redtail
Checked on the vendor's site
  • Data out: calls, tasks, and notes directly into Redtail
Source: Quin integrations page. Checked Oct 13.
Slant
Checked on the vendor's site
  • Data out: meeting notes, tasks and contact activity
Source: Quin integrations page. Checked Oct 13.
HubSpot
Checked on the vendor's site
  • Data out: meeting notes, tasks and contact activity
Source: Quin integrations page. Checked Oct 13.
Zoho CRM
Checked on the vendor's site
  • Data out: meeting notes, tasks and contact activity
Source: Quin integrations page. Checked Oct 13.
Affinity
Checked on the vendor's site
  • Data out: meeting notes, tasks and contact activity
Source: Quin integrations page. Checked Oct 13.
Agile CRM
Checked on the vendor's site
  • Data out: meeting notes, tasks and contact activity
Source: Quin integrations page. Checked Oct 13.
Capsule CRM
Checked on the vendor's site
  • Data out: meeting notes, tasks and contact activity
Source: Quin integrations page. Checked Oct 13.
Close
Checked on the vendor's site
  • Data out: meeting notes, tasks and contact activity
Source: Quin integrations page. Checked Oct 13.
Copper
Checked on the vendor's site
  • Data out: meeting notes, tasks and contact activity
Source: Quin integrations page. Checked Oct 13.
Follow Up Boss
Checked on the vendor's site
  • Data out: meeting notes, tasks and contact activity
Source: Quin integrations page. Checked Oct 13.
Freshsales
Checked on the vendor's site
  • Data out: meeting notes, tasks and contact activity
Source: Quin integrations page. Checked Oct 13.
HighLevel
Checked on the vendor's site
  • Data out: meeting notes, tasks and contact activity
Source: Quin integrations page. Checked Oct 13.
Insightly CRM
Checked on the vendor's site
  • Data out: meeting notes, tasks and contact activity
Source: Quin integrations page. Checked Oct 13.
Keap
Checked on the vendor's site
  • Data out: meeting notes, tasks and contact activity
Source: Quin integrations page. Checked Oct 13.
Nutshell CRM
Checked on the vendor's site
  • Data out: meeting notes, tasks and contact activity
Source: Quin integrations page. Checked Oct 13.
Pipedrive
Checked on the vendor's site
  • Data out: meeting notes, tasks and contact activity
Source: Quin integrations page. Checked Oct 13.
Microsoft Dynamics
Checked on the vendor's site
  • Direction not stated: CRM updated automatically without logging in
Source: Quin integrations page. Checked Oct 13.
Dex
Checked on the vendor's site
  • Direction not stated: contacts, meetings and follow-ups kept in sync
Source: Quin integrations page. Checked Oct 13.
OnePage CRM
Checked on the vendor's site
  • Direction not stated: automatic CRM updates, contact syncing and meeting notes
Source: Quin integrations page. Checked Oct 13.
Asset-Map
Checked on the vendor's site
  • Data out: meeting notes, tasks and contact activity
Source: Quin integrations page. Checked Oct 13.
PreciseFP
Checked on the vendor's site
  • Data out: meeting notes and client record changes
Source: Quin integrations page. Checked Oct 13.
Holistiplan
Checked on the vendor's site
  • Data in: tax planning records looked up
  • Data out: tax planning records created and updated
Source: Quin integrations page. Checked Oct 13.

AI assistants and note-takers

The AI assistants and meeting note-takers among the tools Plain Sight Ventures lists. How each one connects is in Plain Sight Ventures' own words, or marked as not stated. Ask what the AI tool can see and change, and where your clients' data goes.

Claude
Checked on the vendor's site
  • Through an MCP server (an open standard that lets AI assistants connect to other software)
  • Direction not stated: calendar, CRM and contacts queried from Claude
Source: Quin integrations page. Checked Oct 13.
ChatGPT
Checked on the vendor's site
  • Through an MCP server (an open standard that lets AI assistants connect to other software)
  • Direction not stated: Quin used from the assistant
Source: Quin integrations page. Checked Oct 13.
Fathom
Checked on the vendor's site
  • The vendor doesn't say how the AI tool connects
  • Data in: meeting transcripts or notes turned into summaries, CRM updates, tasks and follow-ups
Source: Quin integrations page. Checked Oct 13.
Fireflies
Checked on the vendor's site
  • The vendor doesn't say how the AI tool connects
  • Data in: meeting transcripts or notes turned into summaries, CRM updates, tasks and follow-ups
Source: Quin integrations page. Checked Oct 13.
Granola
Checked on the vendor's site
  • The vendor doesn't say how the AI tool connects
  • Data in: meeting transcripts or notes turned into summaries, CRM updates, tasks and follow-ups
Source: Quin integrations page. Checked Oct 13.

Leaving later

We haven't read Plain Sight Ventures' site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for Quin yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Quin with another tool

Same category and at least one firm size in common, cheapest for one person first. Paying vendors are never moved up.

Fathom
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data out checkedHubSpot · Data out checked
View profile
Fireflies
Free plan
Checked on the vendor's site · Oct 13
Redtail · Listed, no detail given checkedWealthbox · Data out checkedSalesforce · Data link, direction not stated checkedHubSpot · Listed, no detail given checkedMicrosoft Dynamics 365 · Data out checkedand 9 more on the profile
View profile
Jump
From $100/advisor/mo
Checked on the vendor's site · Oct 13
Salesforce · Data link, direction not stated checkedWealthbox · Data out checkedRedtail · Data link, direction not stated checkedHubSpot · Data in and out checkedDynamics 365 Sales · Data link, direction not stated checkedand 9 more on the profile
View profile
Continuum
From CAD 79/seat/month
Checked on the vendor's site · Oct 13
Salesforce · Data out checkedWealthbox · Data out checkedMaximizer · Data out checkedHubSpot · Data out checkedMicrosoft Dynamics 365 · Data out checkedand 7 more on the profile
View profile

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