Below is the list of CRMs that are available in the Quik! App. Users must have an existing account with a CRM in order to connect it to their Quik! account. This list is subject to change as more integrations are added to Quik!.
- Redtail
- Salesforce
- Sycamore
- SmartOffice
- Wealthbox
- Practifi
- Advisors Assistant
- Advisors Engine (Junxure) - Coming Soon 2023