Plug Quotain into the stack you already run
Read-only connections to your CRM, calendar and call recorders feed practice and grading. Your rules decide which meetings come in and how each one is scored.
Set the rule down once, and every call follows it. Privacy is what decides which meetings come in. Routing decides which of them are saved and scored, and on which scorecard.
- 1 · Privacy
Keep private meetings out.
Ignore internal or sensitive meetings by title, attendee or duration before any transcript is fetched.
The Privacy rule reads: When title contains any of one-to-one, stand-up, internal, Then Ignore. When no rule matches, import the call. - 2 · Routing
Send each call to its scorecard.
Save and score pricing calls on the Negotiation scorecard, save the rest without grading, and the first matching rule wins.
The Routing rule reads: When title contains any of pricing and the attendee includes morgan.lee@velasystems.com, Then Save and score, and also set stage to Negotiation and scorecard to Negotiation. The first rule that matches is the one that wins; when no rule matches, Save only. - 3 · Preview
Preview before you publish.
Preview runs your rules on recent meetings and shows the action and the reason for each one, so nothing changes until you publish.
Preview runs the rules over recent meetings: the Vela Systems pricing review from Gong is saved and scored because its title contains pricing; the Orbit Pay renewal check-in from Fathom and the Crestline Dental business case review are saved only because no rule matched. After that, Publish shows Published v2.
Specs
- Connections
- CRM, calls and conversation intelligence, calendar and email, documents and knowledge, plus messaging.
- Read-only access
- The connectors read whatever Quotain needs. Quotain never edits or creates calls, pages or records in the tools you use.
- Stages
- Conversation stages for practice and for grading, each with a scorecard of its own.
- Call rules
- Privacy and Routing, scoped to the organisation, a team or a user. Have a preview before you publish.
- Data out
- A hosted MCP lets your own AI clients read Quotain data.
- Sign-in
- Google, Microsoft or a link by email, with two-factor authentication.
Built with the teams putting strategy into practice
This is actually super cool! I didn’t think it was going to be this good… the questions were literally the questions we hear every day.
Jonah PerryGTM Embedder
Questions RevOps teams ask before connecting Quotain
Which tools does Quotain connect to?
CRM: Salesforce, HubSpot, Attio and Lightfield. Calls and conversation intelligence: Gong, Fathom, Fireflies, Otter, Chorus, Salesloft, Clari Copilot, Grain, Granola, Circleback and Salesfinity. Calendar and email: Google Workspace and Microsoft 365. Documents and knowledge: Notion, Confluence and SharePoint. Messaging: Slack and Microsoft Teams.
What does Quotain read, and does it write anything back?
Connections are read-only. Call recorders sync titles, attendees, dates and transcripts; calendars and email give meeting context for prep; documents ground practice in your own material. Quotain never edits or creates calls, pages or records in your tools.
Who decides which calls get graded?
You do, with Call rules. Privacy rules ignore internal or sensitive meetings before any transcript is fetched. Routing rules decide whether each imported call is saved and scored, saved only or ignored, and can set its stage and scorecard. Rules apply to the organization, a team or a user, and Preview shows the effect on recent meetings before you publish.
Bring your calls in on your own rules
Start for free to connect your CRM and call recorder, then preview the rules on your own meetings.