At Qwil Messenger, we are always looking for ways to help you get the most out of your everyday business tools. That is why we are thrilled to announce our brand-new, 3rd-party CRM integration with Morningstar Wealthcraft!
If your team relies on Wealthcraft to manage client relationships, this update is going to save you precious time while keeping your compliance airtight.
What does the Wealthcraft integration do?
Instead of juggling multiple platforms, this integration seamlessly bridges the gap between your client chats and your CRM records.
- Daily Automatic Syncing: All of your chats and conversations with clients in Qwil Messenger are automatically synced every day directly under the client's activity record in Wealthcraft.
- Centralized Activity Tracking: Conversations appear under the Client Contacts activity records as notes. This means staff with access to the client records can keep track of all chat threads and history at a glance—even if they weren't a participant in the original conversation.
- Effortless Continuity: Need to keep the conversation going? You can easily jump right back in and continue your chats directly from Qwil Messenger.
Read more about how the integration works
Supercharge Your Productivity with Copilot AI
To save you even more time, you can pair this integration with Copilot AI. Instead of scrolling through days of chat history, Copilot AI can instantly generate quick, accurate summaries across all your Qwil chats, making it easier than ever to log status updates and review client interactions.
How to get set up
Once you have your Qwil account, you can follow the instructions here on how to get your integration set up
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