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Setting up your CRM Integration

Holistiplan integrates with Wealthbox and Redtail.

Why Connect Your CRM to Holistiplan?

🔗 Streamline Your Workflow: Save time by seamlessly syncing client data between Holistiplan and your CRM. No more duplicate data entry—focus on serving your clients instead.

📋 Stay Organized: With integrated tools, keep track of tax planning conversations, client notes, and follow-ups all in one place.

📈 Deliver Proactive Advice: Use combined client insights to identify planning opportunities faster and offer more personalized, impactful advice.

💡 Work Smarter, Not Harder: By connecting Holistiplan with Wealthbox or Redtail, you create a central hub for efficiency, accuracy, and collaboration.

Ready to boost your productivity? 

👉Learn how to integrate Holistiplan and Wealthbox here: Wealthbox

👉Learn how to integrate Holistiplan and Redtail here: Redtail