Quartio writes first and tracks your meetings
Quartio prepares replies to new inquiries on its own, turns meetings into projects and reads more sources, and your day starts from what waits for you.
- New
Quartio writes first
When a new inquiry or a client’s request arrives, Quartio prepares a reply or an offer on its own, as a draft in your mailbox, with prices only from Knowledge. Nothing leaves without your review, and the client’s request waits in Firma among what needs your attention until someone answers.
- A draft reply or offer in your mailbox
- Prices only from Knowledge
- Nothing leaves without you
- A switch in Settings, on by default
- New
A meeting becomes a project
Within the hour after a meeting, Quartio sets up a project: the deadline, open matters with due dates, the person responsible, the client and the sources. The card lists dates to confirm and has Undo, and you can ask for the same in chat.
- A project within the hour
- Matters with due dates
- Dates to confirm
- Undo on the card
- New
Today: what waits for you
A new conversation opens with a list: client requests without a reply, your matters and the next deadline within three days. You can also turn on a daily digest at a time you choose, in the app and on WhatsApp.
- Improved
Knowledge at hand
A Knowledge page shows when it was last updated, and you change a selected passage by instruction, with Undo. You can ask about the open page or matter in the same panel, and a citation opens the source at the exact passage.
- New
Knowledge from new sources
Files from Google Drive, OneDrive and SharePoint, ZIP archives (file by file) and phone call recordings reach Knowledge: send a recording with a message that starts with “Call…” and Quartio transcribes it. You add documents yourself with “Add to Knowledge”, and an account connected later is collected 30 days back.
- Google Drive, OneDrive, SharePoint
- ZIP archives
- Call recordings
- “Add to Knowledge”
- 30 days back
- Facebook and Instagram on request
- New
You connect services yourself
In Settings, under Connections, every service shows its state and a Connect button. You can also hand a connection to whoever handles IT: you get an address and an 8-digit code valid for 7 days.
- New
3D files with a preview
An STL, STEP, OBJ, GLB, 3MF, PLY, OFF or DXF file comes with a sheet of five views and dimensions, and you can turn and zoom an STL model in the app. A file WhatsApp cannot carry arrives as a link to your conversation, with no code and no time limit.
- Improved
Answers that miss nothing
One search finds every mention of a code or part number, however it is written, across messages, mail, documents and the CRM, and the answer says how much it searched. An estimate starts from your own past prices, an amount with no source is never shown, and mail is searched across all your mailboxes at once, attachments such as invoices included.
- Every mention of a code
- Shows how much it searched
- Estimates from your prices
- Up to 20 mailboxes at once
- Improved
WhatsApp clearer and without gaps
Replies are written for WhatsApp, with bold and lists instead of tables, and each links to its conversation with “Open in Quartio”. Messages from while WhatsApp was re-paired come back, and history shared when Quartio is added to a group, album photos included, reaches search.
Fixes
- WhatsAppA password pasted into a WhatsApp group is stored masked, and the poster and the administrators are asked to change it.
- Matters and projectsOne person no longer splits into several entries: duplicates are joined, or suggested in Firma where you can keep them apart.
- Matters and projectsA matter in Firma has one quiet menu instead of a row of buttons, and every change has 30 seconds to Undo.
- AppThe steps list shows the newest three and folds repeats into one row.
- AppA decided card folds into one line and no longer covers the answer.
- AppThe sidebar shows which conversations Quartio is working in and where an unread reply waits.
- AppA used connection-link card stays in place as a one-line receipt.
- AppPhone number fields accept any common format: spaces, dashes, brackets and “00”.
- AnswersA copied answer keeps its sources.
- AnswersA web page that cannot be read says why, and you can save a fact from a website to Knowledge.
- Company memorySources in Knowledge read cleanly instead of as a raw record.
- Company memoryThe Knowledge archive loads fast, with thousands of sources too.
- Connected toolsA mailbox counts as connected only once it can be read, and a missing permission for a draft is explained.
- Connected toolsA mailbox on a hosting service connects more reliably, and a certificate problem comes with a ready sentence to send the hosting company.
- Connected toolsA Claude or Codex connection through MCP shows which company you work in and as whom.