quickRemember every client — and the next step.
Your AI-powered client memory.
Bring relationships, notes, meeting history, and confirmed follow-ups into one client record, so the context you need is easy to find when you need it.
Works on its own, or alongside Campaigns & Events and Walkthroughs.
Everything about a client, in one record
Notes, documents, conversations, and next steps — connected to the person they belong to.
Clients & stages
Organize your book by where each relationship stands.
Notes & meeting history
Type or record a recap; keep the running history in one timeline.
Confirmed follow-ups
Next steps you've confirmed stay in view so nothing slips.
Client-scoped Ask
Ask about one client; get an answer with the source note.
Referrals
Keep referred prospects connected to who sent them.
Documents
Attach files to a client and find them by asking.
Ready before the call
A short snapshot pulls where a client stands, their concerns, and the next step — from the notes you've already saved.
- Where they stand, concerns, and next steps
- Notes, documents, and timeline in one place
- Type a few letters to bring a client into view
Ask about a client, and across your clients
Ask a question about one client, or across your whole client list. Answers come from your own saved notes and records, and show the sources they came from.
- Client-scoped: "What did she say about the schools?"
- Across clients: "Which clients mentioned refinancing?"
- Each answer links to the note behind it
Ask draws only from what you've captured in Client CRM. It helps you recall and summarize — you decide what to act on.
See where your clients come from
Keep referred prospects tied to their source, and see activity and source patterns across your client work. Insights adapt to the modules you use.
- Referred prospects stay linked to who sent them
- Source patterns and activity across your book
- A simple view of what needs you next
Capture on your phone. Review at your desk.
Add clients and voice notes on the go; review, edit, and organize from your desktop — the same record, kept in sync.
Remember every client.
Bring relationships, notes, follow-ups, and history into one client record you can actually keep up with.
Your data stays yours.