video1.0<iframe src="https://www.loom.com/embed/958ae3e52933438ba8008a0c927811f7" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/958ae3e52933438ba8008a0c927811f7-1715697541522.gif300.315Hi, in this video, I'll show you how our planner integration works. I'll guide you through the process of setting up a sync with a CRM, demonstrate how to create a client in Planner, and sync the data. I'll also explain the importance of financial planning and how our tool can help. No action is required from you, but I encourage you to watch the video to understand the capabilities of our integration.