Scattered notes
Client details live across texts, calls, paper, spreadsheets, and memory.
Voice-first client memory + follow-up engine
Never lose a client to a forgotten follow-up.
Speak one recap after a call, meeting, or event. quickCLIENT.ai saves the note, creates to-dos and reminders, helps send follow-up emails and documents, and keeps client history ready when they call again.
<60 seccapture a call recap without typing everything
<10 secpull up client context when the phone rings
1 recapcan create notes, action items, reminders, and follow-up
One recapNotes, to-dos, reminders together
Fast follow-upEmail and docs while context is fresh
Grow by referralEvery intro recorded — for both of you
QR captureAdd prospects, WhatsApp, send docs
One voice recapTalk 30s, skip typing
Instant client memoryKnow them when they call
Audio is never keptOnly the text is saved
Auto to-dos + remindersFollow-ups make themselves
QR prospect captureNew contact in seconds
Trusted introductionsSee who referred whom
QquickCLIENT.ai
R
When Marcus calls
Last talked Jul 3. Wants quote, spouse review, and lower-cost option. [2]
To-do + reminder
Send follow-up email
Reminder
Due today · quote + brochure attached
Quick prospect capture
QR
Open profile card
Save contact · WhatsApp · send docs
Trusted introduction
Send a partner card and track who referred whom.
Your trusted network
Know where every introduction came from.
Add your trusted partners by code and introduce a client with their consent. Both sides always know where an introduction came from — so nothing gets lost between you.
Private between the people you trust. No public directory.
1Add a trusted partner by code.
2Introduce a client — with their consent.
3You both see the record — and follow up.
14received
9sent
4pending
MA
Maya AnandMortgage advisor · referred you Marcus
CP
Chris PatelCPA · you introduced Nina
AT
Ana TorresEvent manager · intro pending
The problem
Client trust slips when details scatter.
Forgotten follow-ups
Small promises slip when they are buried inside a conversation.
Referral gaps
Trusted introductions are hard to share and track privately.
Buried history
Past needs, preferences, and decisions are hard to find during the next call.
Heavy systems
Team tools take too much setup and daily upkeep for busy solo professionals.
The solution
Capture the recap. Recall the source.
quickCLIENT.ai turns short voice or typed recaps into searchable client memory, action items, reminders, and a private trusted network.
Voice recaps
Speak a short update. The transcript is saved; the recording is discarded.
Answers with sources
Ask about a client and see the notes the answer came from.
Action items & reminders
Capture follow-ups from notes and keep them in one daily view.
Client timeline
Keep notes, attachments, summaries, and next steps per client.
Trusted network
Privately introduce clients to trusted pros, with consent choices.
Events
Capture prospects at booths and reconcile them later.
QR profile card
Share a public card with save-contact and WhatsApp actions.
Meeting prep
Connect a read-only calendar feed to prepare for your day.
How it works
Three simple habits for every client relationship.
Capture the recap
After a call, meeting, or event, speak or type what happened.
Follow up without dropping details
Action items and reminders stay tied to the client record.
Recall and refer with confidence
Ask with sources, share your QR card, or make a trusted introduction.
One daily view
Everything that needs a follow-up, in one place.
Reminders, to-dos, and promises pulled from your notes all land on one Today list — so nothing slips, without dashboards or busywork.
Clients need follow-up5
Reminders due today3
Meetings to prep2
Event captures to review4
Open to-dos7
Use cases
Built for solo relationship professionals.
Choose the example closest to your work and see how quickCLIENT.ai helps capture client memory, follow-ups, documents, and trusted referrals.
Realtors
Showings, offers, lender referrals, repairs, and closing notes.
Mortgage & loan officers
Borrowers, conditions, rate locks, doc deadlines, and realtor referrals.
Insurance agents
Auto, home, and umbrella quotes, renewals, claims, and follow-ups.
Financial advisors
Term life, final expense, annuities, quotes, and reviews.
Event pros
Prospects, menus, vendors, timelines, photos, and follow-up.
Home services
Site photos, repair history, estimates, and service reminders.
Relationship salesRealtors and referral-heavy sales professionals.
Advice and investingFinancial advisors, insurance-focused advisors, and consultants.
Hands-on servicesEvent teams, caterers, photographers, plumbers, contractors, and repair professionals.
Pricing preview
Simple plans for solo professionals.
Pricing is proposed while billing is being finalized. Paid plans include a 14-day free trial.
Free
$0
No card required
- Receive trusted introductions
- Basic profile card and QR code
- Up to 10 clients
- About 20 voice notes per month
Starter Early access
$25$9.99/mo
for 3 months, then $25/mo
- Up to 250 clients
- Search & Answers with sources
- Follow-ups, documents, and full card
- About 330 voice notes per month
Most popular
Professional
$49/mo
$490/year
- Events and prospect capture
- Send trusted introductions
- Meeting prep and best transcription
- About 1,000 voice notes per month
In the room
Meet someone new? Capture and follow up on the spot.
Hand them the phone or share your QR, text a document, and turn a quick voice recap into a follow-up email — before you leave the room.
Add a prospect in seconds
Hand them the phone or let them scan your card — a new prospect saved with contact and WhatsApp, no typing.
Send a doc on the spot
Text a brochure, one-pager, or fact sheet straight from your phone before you move on.
Follow up while it's fresh
A quick voice recap becomes a ready-to-send follow-up email, tied to the new prospect.
Your clients remember how you made them feel. quickCLIENT.ai helps you remember the details.
Join the waitlist for source-cited client memory, follow-ups, and a private trusted network built for solo professionals.