Read the conversation. Make the next move.
Choose a person or deal to see the conversation alongside the next step. Write a follow-up without losing the context.
A clear next step.
Every time you open it.
Quarters puts your conversations beside the relationship and deal details you need to act. Here’s how the five core areas work together.
QUARTERS / WORKSPACE
People · Follow-ups · Deals
Contact conversation
Dana Mitchell
Northstar · Email
Dana
The team liked the proposal. Could we talk through the pilot next week?
Assigned to Northstar pilot ↗
Absolutely. Let’s find a time to work through the next steps.
Conversation, follow-up, and deal context together.
Illustrative workspace with example data.
Know what needs a nudge.
Scan stages, deal values, and the last touch at a glance. Open a deal for its conversation, exit checklist, and next step. Add a note right where you’re working.
Quarters / PipelineBoard · Needs touch · New deal
Intro 2 deals
Northstar pilotDana Mitchell · Northstar
Meridian partnershipJordan Lee · Meridian
Qualification 1 deal
Riverton expansionSam Rivera · Riverton
Demo 1 deal
Studio rolloutTaylor Kim · Studio
Illustrative pipeline with example data.
One workspace, five everyday jobs.
Every deal has a clear story.
Track stages and next steps. Assign the messages that belong to a deal, and keep other conversations out of its history.
Keep your important people close.
Choose a weekly, monthly, or quarterly rhythm for customers, investors, mentors, and collaborators. See who is due a follow-up.
Start with someone you want more of.
Choose an example contact, describe similar people, and build a prospect list. Review research and email details before outreach.
A useful approach for the week ahead.
Choose an available published framework for weekly priorities and suggested relationships. Keep your day focused on people and deals.
One person, more than one opportunity
Know which messages
Know which messages
belong to which deal.
Assign a message to the relevant deal or leave it unassigned. A deal’s conversation shows assigned messages first. Include the contact’s other messages when you need the wider context.
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Keep the conversation in view
Read the history, draft a reply, and check the last interaction.
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Move the deal forward
Change the stage and save the next step beside the conversation.
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Keep the relationship going
Set the contact’s follow-up rhythm even when there is no active deal.
Start with the sources you use.
Connect email or import contacts. Messaging history depends on your connected source and capture settings; iMessage history requires the supported device setup. Gmail sending happens in Quarters. SMS and iMessage sending happens in your device’s messaging app.
Secondary tools, including imports, meetings, and available campaigns, live under More tools. They stay out of your daily workspace until you need them.
Make your next move.
Bring your conversations into Quarters and give every promising relationship a next step.
Start your 14-day trial →