Inbox, CRM & Mail
Work every conversation from one Inbox: contacts and companies, tickets and deals, tasks, team mail and booking pages.
Inbox
Contacts & companies
Calling lists
- Work a call list
Make a list of contacts to call, step through it one lead at a time, save what happened after each call, and see how far you've got.
- Import contacts from a spreadsheet
Bring a CSV file of leads or customers into Hey Quad and put them on a call list. Match columns, check the result before anything is saved, and undo it if it's wrong.
- Outcome rules
Choose what saving a call outcome does besides logging the call: the contact's status on a list, their lifecycle stage, and whether a deal is opened.
- Leads, filters and saved views
Work your leads in one place, keep early-stage contacts out of your everyday Contacts list, filter by source, list or custom field, save the filters you use often, and change many contacts at once.
- Do-not-call data
Register your own do-not-call subscription, upload the national and state files you download, and let Hey Quad check your contacts so the numbers on them are never dialled or texted.
- The daily sales report
See how many calls you and your team dialled, who picked up, what the outcomes were, and which lists and sources are turning into meetings and deals.
Tickets & deals
- Email in the Inbox
Mailboxes, sending and replying, send later, follow-ups, signatures, saved replies, who can see each mailbox, and letting AI apps write drafts.
- Email signatures: build a signature, brand kit, advanced HTML
Build a designed email signature step by step, set your business's logo, colors and font in the brand kit, give a mailbox a team signature, or write your own HTML.
AI apps
- Use ChatGPT, Claude or another AI app with Hey Quad
Connect an AI app to Hey Quad over MCP to work your email, see your day, find people and records, change your own status and read reports. Turn it on, connect your app, what it can and can't do, permissions, removing an app, and the full list of tools.
- Set up Hey Quad with an AI app
Owners and admins can connect ChatGPT, Claude or another AI app to the Org Admin connector to help set Hey Quad up. Turn it on, connect, what it can change, what waits for approval, and what only a person can do in Hey Quad.
- Approve what an AI app asks to do
When ChatGPT, Claude or another AI app connected to Hey Quad asks to do something that needs a person's OK, it waits on the Approvals list until someone approves or declines it.
