Integrate and consolidate all of your Contacts: Quarterly automagically integrates all your contact information (LinkedIn, Twitter, Salesforce, etc.) with your address book and calendar so that you never forget a contact.
Autosync to Salesforce: With Quarterly, you never need to type. Quarterly tracks all your activities (calls, emails, meetings, tasks, deals) and automatically saves them. You decide which ones you want to sync to Salesforce.
Call the Right Person at the Right Time: Quarterly reminds you to call people you just had meetings with, as well as generating useful recommendations from the people in your network, using our advanced AI and analytics.
- Smart Recommendations for your next-best action, wherever you are
- Actionable Intelligence that increases deal velocity, based on deal context
- Playbook-Based Coaching in the palm of your hand
- Real Time Information on your sales team’s activities
IT’S TIME FOR THE NEXT REVOLUTION IN ACCOUNT-BASED SALES: QUARTERLY.AI!
Quarterly.ai’s unique AI-based recommendation engine leverages these innovations to Accelerate Sales and Increase Revenue. Quarterly uses Augmented Intelligence to learn from interactions with the users, making Quarterly better the more you use it.
- New create user screen
- New welcome cards
- Improved Salesforce integration
Ratings and ReviewsSee All
A new type of tool!
Finally, a tool that actually gathers its own data and then sends recommendations and reminders to me. I don’t have to type anything, and it automatically helps me create new opportunities and keep my deals on track. It’s reconnecting with people I forgotten about, and coaching me on the fly to get my deals done. It’s like having a personal assistant in my pocket!
Does everything CRM doesn’t
Great app that’s long overdue. The fact that it can automatically remind me to follow-up on my calls, emails and meetings is a game-changer! I also like how it sends coaching tips and helps me complete my tasks. It gets smarter over time, and I’ve noticed it’s reaching into my old calendar events and remind me to follow-up with people I’d never have considered!
Provides great insight
This was a great tool to help me close more deals. The recommendations were fantastic to help me follow up with my potential leads and eventually close the deal!!!
- Ransom Lab INC.
- 46.8 MB
Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.
English, Catalan, French, German, Italian, Polish, Portuguese, Simplified Chinese, Spanish
- Age Rating
- © Quarterly 2020
With Family Sharing set up, up to six family members can use this app.