CRM
Keeps the pipeline honest: logs calls, updates stages and writes the follow-up while the meeting is still fresh.
Reads
Accounts, contacts, deals and activity
Does
Updates deals, logs calls, writes follow-ups
Setup
OAuth · 4 min
What Quorvel reads
Accounts, contacts, deals, stages and activity history.
What Quorvel can do
Log calls from your meeting notes, move deals when the evidence says so, and draft follow-ups that reference what was actually said.
Permissions
Object-level scopes you approve. Stage changes can require sign-off from the deal owner.
Setup
Three steps, about five minutes.
01
Sign in
Open Settings → Integrations and sign in with the account Quorvel should use. We show every permission before you approve.
02
Pick what it can see
Choose folders, inboxes, projects or schemas. Everything else stays invisible to Quorvel.
03
Choose what it can change
Start read-only. Turn on drafts, edits or sends one at a time, each with its own approval rule.
Communication
Quorvel reads the inboxes you connect, drafts replies in your tone and files attachments where they belong. Nothing sends without approval.
Setup
OAuth · 2 min
Communication
Calendar
Books holds, reshuffles meetings when plans change and sends the agenda the night before.
Setup
OAuth · 2 min
Knowledge
Docs
Writes drafts straight into your docs, with every figure linked back to the row it came from.
Setup
OAuth · 3 min
Knowledge
Spreadsheets
Reads and fills sheets, checks that totals add up and turns ranges into charts you can paste anywhere.
Setup
OAuth · 2 min
Least access, by default.
Quorvel does the work. People decide what leaves the building. Set the rules once and every job follows them.