Notetaker · Card · Web page · Scheduling All in one plan
AI CRM for professionals and advisors.
One connected platform for your digital business card, professional web page, prospects, clients, pipelines, meetings and contacts. Every conversation becomes notes, next steps and a recap email, saved with the right person. Use it on desktop, iPhone, Android and iPad.
- No card required
- 60 voice minutes in your trial
- Records only with permission
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Trusted by insurance advisors at
OZONE INSURANCE“Easy to use, with everything in one place.”
Ozone Insurance is a founding customer receiving discounted pricing.
One client, one place
Everything about each client, in one place.
Open a client and see it all: details, notes, an AI summary, meetings, tasks, scheduling, emails, documents and family. Nothing scattered across apps.
- Contact detailsPhone, email, address, how you met
- NotesTyped, spoken or pasted
- AI summaryWho they are and where things stand
- Meeting notesRecaps, transcripts and next steps
- Tasks and follow-upsWho owes what, and when
- SchedulingUpcoming meetings and your booking link
- EmailsRecap emails drafted for you
- DocumentsFiles and proposals you shared
- Family and key datesSpouse, kids, birthdays
- Ask QuickClient“What did we agree last time?”
Everything for you
Everything you need to run your business.
Your card, web page and booking link bring new people in. Your prospects, contacts and clients stay organized and always at hand, on your computer, phone and tablet.
- Digital business cardShare by QR, link or text; saves to their phone
- Smart QR for events and flyersPeople who leave their details arrive in Prospects
- Professional web pageYour services and a contact form, live in minutes
- Booking linkClients pick a time from your open hours
- Prospects, contacts and clientsAlways handy; each lead shows where it came from
- Card and page analyticsScans and visits, including your flyer
- AI meeting notetakerZoom, Google Meet, Teams and in person
- Opportunities and pipelineYour stages and expected revenue
- Ask QuickClientGet answers from your client notes and conversations
- Web, iPhone, iPad and AndroidUse it anywhere, with a consistent experience
AI meeting notetaker
Your AI notetaker, in person or online.
- In person
- Zoom
- Google Meet
- Teams
After every meeting you get notes, a summary with next steps and a draft recap email. You review everything before it’s saved or sent.
The meeting is recorded
Send the notetaker to your online meeting, or record in person on your phone. With everyone’s permission, so you can listen instead of typing.
Meeting notes are added to the client
The key moments are saved on the client’s page, each with the time it was said.
A summary and next steps are added
Next steps are suggested automatically. You accept or edit each one before it’s saved.
A recap email is drafted for you
Review it, edit if you like, and send. Nothing goes out until you press send.
Included in every plan
Digital business card, professional page and booking link.
Share your card by QR, link, text or WhatsApp. It opens your professional page, where people book a time or leave their details. Each person is added to QuickClient as a new prospect.
- Digital business cardShare by QR, link, text or WhatsApp. One tap saves your contact.Included
- ◧Professional web pageServices, photo and a contact form, ready in minutes. No technical skills required. See a sample page (opens in a new tab)Included
- ◷Business schedulingA booking link on your Google Calendar. Clients get an invite.Included
No separate card app, website builder or scheduling tool to pay for.
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A calmer client workspace for independent, relationship-led professionals.
- Financial advisors
- Life insurance agents
- Insurance agents
- Real-estate agents
- Consultants
- Coaches
Contacts and prospects
Every contact, prospect and client, organized.
Bring your list in, review new prospects as they arrive, and move the right people into Clients.
The client page
One timeline for every client.
Meeting notes, voice notes, emails, documents, family, key dates and next steps live on one page, tagged so you can find them. The AI notetaker adds to it from Zoom, Google Meet, Teams or an in-person meeting, with everyone’s permission.
- A timeline of every note, meeting, email and file
- Tags and labels to find anything fast
- Family, key dates and next steps beside it
- Zoom
- Google Meet
- Teams
- In person
Meetings are recorded only with permission. Audio is transcribed and not kept after processing.
Wants to compare two renewal options before Nov 15. Daughter starts college next fall.
MeetingRenewalCollegePrefers email over calls. Husband David joins big decisions.
PreferenceFamilySend renewal options
○ Book check-in
David (husband)
Lily (daughter)
Renewal · Nov 15
Birthday · Mar 4
Notes, meetings, emails and files in one place · Audio not kept
Works with the tools you already use.
AI notetaker for Zoom, Google Meet and Teams. Google Calendar connection. Import contacts from your phone or a CSV file. Share by WhatsApp and email.
- ZoomNotetaker joins from the meeting link
- Google MeetNotetaker joins from the meeting link
- Microsoft TeamsNotetaker joins from the meeting link
- Google CalendarConnect to see events and add meetings
- Phone contactsPick people to import in the mobile app
- CSV filesImport a list and review it first
- WhatsAppOpens a chat with your link, ready to send
- EmailOpens a recap draft for you to review
Meeting capture · Calendar connection · Contact import · Sharing handoffs
Desktop, iPad and phone
Use QuickClient on your computer, iPad and phone.
Web app for your computer, plus apps for iPhone, iPad and Android. Your clients, notes, meetings and tasks stay in sync across all of them.
- Desktop and webYour full workspace in any browser
- iPadClient reviews at the kitchen table
- iPhone and AndroidRecord, scan and follow up on the go
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Ask QuickClient
Ask QuickClient about any client.
Type a question about a client. The answer shows the notes and meetings it came from. If nothing matches, it says so.
Wants to compare two renewal options before Nov 15 and will review costs with their spouse before deciding.
AI-generated answer. Check important details against the linked records.
Built for client-facing professionals
Financial advisors, consultants and coaches.
Ask what you discussed at the last review. The answer links to the note it came from.
After each call, next steps are suggested automatically. You accept or edit each one.
Share your card and professional page. People who scan it or leave their details arrive in Prospects.
Photos are illustrative.
Privacy
Built to keep client conversations private.
Designed for conversations where everyone has agreed to be recorded.
Audio is transcribed, then not retained by quickCLIENT after processing.
Client records live in your own account.
AI answers come from your saved notes, with the source one tap away.
Suggestions wait for you. Recap emails are drafts until you send them.
Pricing
All your client tools.
One QuickClient price.
One connected place to meet, remember, follow up and grow.
QuickClient plan
$39/month
Paid plan renews monthly until you cancel. Cancel anytime.
14-day free trial with 60 voice minutes · No card required.
Start free trial →One subscription, not a bundle to assemble.
- CRM
- AI notetaker
- Scheduling
- Card and web page
500 voice minutes included each month
- Capture conversations
- Follow up with confidence
- Grow relationships
- Works on web, iPhone, iPad and Android
Everything included in that plan
- Digital business card with Smart QR
- Professional web page (see sample, opens in a new tab)
- Business scheduling with Google Calendar
- AI notetaker for Zoom, Google Meet and Teams
- In-person meeting recording
- Summaries, follow-ups and recap emails
- Prospects, contacts and clients
- Opportunities and pipeline
- AI search and Ask QuickClient
- Tasks, repeating reminders and birthdays
- Documents and sharing
- Web, iPhone, iPad and Android
Card and page analytics — see how many people scanned your business card and visited your professional page, including visits from your flyer and WhatsApp.
Based on published prices for one user of popular tools in each category, billed monthly, checked November 2026. Annual plans can cost less.
Get these tools in one plan.
Plan limits: 500 voice minutes/month · 10,000 contacts (up to 1,000 clients) · 1 GB storage · 25 MB per file
Need more recording time? Add 300 minutes for a one-time $10. Packs don’t renew. Unused pack minutes expire 12 months after purchase. · Full pricing details →
Look professional from day one. Remember every client from then on.
quickCLIENT is a general client workspace. It isn’t medical, accounting, financial-planning or transaction software.