Qwil Messenger’s New CRM Integrations

In the world of wealth management and professional services, the friction between convenience and compliance has always been a challenge. Clients want the speed of instant messaging, but firms need the security of a fortress and the paper trail of an auditor.

At Qwil Messenger, we believe you shouldn’t have to choose.

We are excited to announce that Qwil now integrates seamlessly with the industry’s leading CRMs and wealth platforms, including intelliflo, Plannr, HubSpot, Zoho CRM, and Salesforce. More CRMs are in the works so don’t hesitate to contact us. 

Why Integration Changes the Game

Manually logging chat logs or uploading PDF exports is a thing of the past. By connecting Qwil to your central business tools, you unlock a unified workflow that saves time and reduces risk.

• A Single Source of Truth: View all client communications directly under the client activity record in your CRM. No more jumping between apps to piece together a conversation history.
• Automated Archiving: Ensure every message and document is seamlessly archived for compliance without lifting a finger.
• Workflow Automation: APIs can be used to automate statement delivery, messages and more. 

Meeting Global Compliance Standards

Regulatory requirements for record-keeping are becoming stricter worldwide. With these integrations, meeting those standards is built into your daily routine.

• Full Auditability: Every chat is searchable both within your CRM and via the Data Reviewer function in Qwil.

Secure by Design: Because Qwil is an invitation-only platform, you can communicate with clients knowing that every interaction is logged, secure, and identity-verified.

The Bottom Line: Save Time, Stay Secure

The true value of these integrations is peace of mind. You can focus on building client relationships and providing expert advice, confident that Qwil is handling the heavy lifting of logging and security in the background.

It’s time to make your communication work for you, not against your schedule.