HOW TO USE JUNIQ WITH YOUR CURRENT CRM

No technical setup is needed for the 30-day trial.

Simple method:
1. Use JUNIQ to generate the record.
2. Download the record.
3. Open your CRM/client file/patient file/matter file/property file.
4. Upload the file, or copy and paste the content into notes.
5. Save it in the correct file.
6. Email the follow-up or appointment confirmation.

Full integration can be connected later using API, webhook, secure upload, email/calendar and CRM workflows.
