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CRMs
Do you have 1 enterprise CRM all users access?
If yes, maybe a single Quik! account will suffice, but that depends on additional factors
Do you have a preferred or single CRM, but each user has their own account with the CRM company?
It’s possible a single Quik! account may work, but you’ll likely need many Quik! accounts to segregate your users (e.g., by the office, by the advisor, by region, etc.)
Do your users choose their own CRM from a variety of vendors?
If yes, each of your users or teams will need their own Quik! account.
E-Signature
Do you have a single enterprise e-sign account, but users don’t have their own login (i.e. there is only one login)?
If yes, a single Quik! account may be the best option.
Do you have a single enterprise e-sign account, and each user has their own login credentials?
If yes, users or teams will need their own Quik! accounts.
Do users have their own e-sign accounts and/or use accounts provided to them by 3rd parties (e.g. custodians)?
If yes, users or teams will need their own Quik! accounts.
Billing
Will you offer Quik! but each user must pay their own bill?
If yes, each user or team will need their own Quik! account.
Will you pay for all users?
Either a single or multiple Quik! accounts can be billed on a single invoice
Single Sign-On
Do you want users to single sign-on to Quik! AND be automatically registered in your Quik! account?
If you have a single enterprise account for all users, then you can use SSO to auto-register users into your account. See Integration Type - Single Sign-on (SSO).
Do you want users to single sign-on to their own Quik! account?
If yes, Quik! offers an external single-sign-on method that will allow users to be prompted to log in or sign up for their own Quik! account. This method requires you to have your own “parent” account at Quik! first. Link to External SSO
User Settings
Do users need their own proprietary forms added to Quik!?
If yes, then that user/team will need their own Quik! account.
Do users need to keep their CRM, form groups, e-sign settings, and/or financial professional data separated from other users?
If yes, each user or team will need their own Quik! account.
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