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Redtail Technology > News > Integrations > Updated integration with Quik!

Updated integration with Quik!

Category: Integrations
Redtail Blog Feature Graphic - Integration News

Quik!: “Forms Fast and Easy”

Quik logo

WHAT ARE THE NEW INTEGRATION POINTS BETWEEN QUIK! AND REDTAIL CRM? New integration points between Quik! and Redtail CRM include:

  • Single Sign-On (SSO) from Redtail CRM into Quik!
  • the ability to send a contact from Redtail CRM to your Quik! account.

Special Offer for New Redtail Users of Quik!

Quik! invites new users to try it risk-free for 14 days. And if you decide this integration is for you, your first year of Quik! is half price! This offer is exclusive to Redtail users new to Quik!. Now you can launch Quik! directly from inside Redtail and get:

  • The most extensive forms library (38,000+)
  • Over 133 fields of data from Redtail
  • Every signable form is ready for e-signature
  • And more reasons Quik! will work better for you.


DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this updated integration is available here.

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Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.