SmartOffice

Many organizations maintain their client information in a CRM, such as Ebix's SmartOffice CRM. One of the big benefits of using Quik! is the ability to automatically prefill your CRM data on a form. This means you don't have to manually type information that you already know, and you can use that saved time to focus on what really matters.

Here are some helpful articles to get you started

https://support.quikforms.com/hc/en-us/articles/360035504452-How-to-Connect-to-SmartOffice-CRM

https://support.quikforms.com/hc/en-us/articles/360036055371-SmartOffice-Which-form-fields-are-prefilled-from-CRM-