Great news for Qwil users - they’ve built a great integration with us and it’s now live and available for enabling in the Addon Store! 👏🏼 Here’s the elevator pitch!

Secure Client Communication, Simplified

Chat, share files, schedule meetings, and get documents signed. All in one compliant, branded platform with built in AI.

More than ever, businesses need an easy way to communicate with prospects, clients & partners that is personable, safe with full record keeping. Now with automatic logs of all conversations in Plannr.

Whereas MS Teams is for internal collaboration, Qwil extends externally to prospects and clients with defined rules of engagement. Everyone and everything in one place.

Qwil has the look and feel of WhatsApp making it intuitive to use for Staff and Clients, but with banking grade security and GDPR compliance. Over 3,000 advisers trust Qwil when it matters most.

Find out more here with a quick demo video.

Finally - the best bit - there’s a 20% discount on offer for Plannr users!

Signing up here starts a 30 day trial and applies the code directly, alternatively you can start a trial directly from their website and use code PLANNR26 at the checkout.

Amazing to have the Qwil team onboard! 🚀