Quik! logo
0(0 reviews)
Software Status:Active

About Quik!

Quik! is a productivity software from Efficient Technology, Inc. designed for team collaboration and project management. It combines task tracking, file sharing, and real-time messaging so teams can collaborate effectively. Quik! supports multiple project views such as Kanban and Gantt charts, allowing users to better visualize progress and deadlines. It also provides customizable notifications to keep team members informed about updates and changes. Key capabilities: task management file sharing real-time messaging project visualization notifications Best for: teams and organizations that need to manage projects and collaborate efficiently.

Quik! Details

Vendor
Efficient Technology, Inc.
Year Launched
2002
Location
Primary 407 N Pacific Coast Hwy #682, Redondo Beach, CA 90277, US
Deployment
cloud
Training Options
videos
Countries Served
All Countries.
Languages
English
Users
financial advisors, broker‑dealers, RIAs, operations teams, compliance teams, platform providers
Industries Served
financial services, wealth management
Tags
forms automation, complex forms, financial services, structured data, API integration, data extraction, scalability, error reduction, wealth management, enterprise support

Quik!'s In-App Market Place

Does Quik! have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

NA

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), CAD (C$)

Pros & Cons

  • Extensive library of 38,000+ financial forms ready-to-use.
  • Progressive fill feature reduces repetitive data entry.
  • Seamless CRM integration auto-populates client information.
  • Vault tool stores CSV data for indefinite reuse.
  • E-signature fields built-in, no template setup required.
  • Initial setup can feel complex for smaller teams.
  • Occasional lag when processing very large datasets.
  • Training required to fully leverage advanced automation features.

Quik!'s Support Options

Quik!'s Alternatives