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The CRM Built by Financial Planners, for Financial Planners

Quivr High-Level Overview

Award-Winning & Top-Rated CRM for Advisors

Finally a hub to serve clients and run your business.

Our founders have run financial planning firms and served clients. We’ve literally been there. Quivr was built to allow you to efficiently and accurately handle all aspects of your business - both client work and the “on-the-business” items.

Videos
Master Your Practice with Quivr
Master Your Practice with Quivr

Quivr is more than software—it’s a pathway to operational excellence. Our masterclasses teach you industry best practices and strategies to run your practice efficiently.

From mastering delegation with Archr to optimizing seminars for higher close rates and streamlining onboarding, these sessions help you unlock Quivr’s full potential. Save time, improve accuracy, and elevate your firm’s performance with Quivr’s tools and expertise.

A Home for Financial Planning Data: Modules Overview
A Home for Financial Planning Data: Modules Overview

Quivr centralizes your financial planning data, bringing scattered information from spreadsheets and PDFs into tailored modules for estate, tax, and insurance planning.

Beyond organization, Quivr empowers action with customizable templates, insightful reports, and automated reminders for key milestones. Streamline processes, boost efficiency, and never miss a critical detail.

Seamless Client Onboarding
Seamless Client Onboarding

Quivr’s onboarding module makes first impressions count with an efficient, accurate, and relationship-focused process. Customize workflows for tasks, agreements, and setups, guided by our masterclass on industry best practices.

Save time, build trust, and ensure every detail is handled seamlessly—letting you focus on delivering excellence from day one.

Day to Day Task Management
Day to Day Task Management

Quivr’s homepage, featuring the Daily Docket, simplifies task and project management by centralizing your tasks, team updates, meeting prep, and firm projects.

Get a clear view of what needs attention, what’s done, and what’s in progress—all in one place. No more chasing updates or juggling tools. Stay organized and focused on what matters most.

Managing Your Business with Quivr
Managing Your Business with Quivr

Quivr’s calendar view automates recurring tasks, ensuring nothing slips through the cracks.—from weekly deposit reports to annual tax return reviews.

Easily schedule processes like backdoor Roth IRAs and archive key compliance activities like drift reporting and ADV mailings. Let Quivr handle the details so you can focus on delivering exceptional client value.

Welcome to Quivr CRM Onboarding Course
Welcome to Quivr CRM Onboarding Course

Watch this video to learn more about our New User Onboarding Course. Designed to take you from zero knowledge of Salesforce and Quivr to a confident, proficient user in as little as 20 days. This course lays the foundation for mastering Quivr, introducing you to essential tools, integrations, and processes while preparing you for future success with advanced modules and features.

Testimonials

See what real Quivr users are saying about our CRM.

  • "Since adopting Quivr, I've saved myself at least 2-3 hours of administrative work per week, and I now leverage my assistant way more than I previously was. Projects like client deliverables are also taking half as much time."

    Eric Nelson, CFP, CEPA

    Owner at Independence Wealth in New Jersey

  • “Out-of-the-box Quivr is so much more powerful than what we previously used and has led to us providing a better planning experience while creating significant operational efficiencies. And the Community - It's a wealth of knowledge making everyone better and the Quivr team answers questions quickly and make product enhancements that we actually ask for.”

    Steven Schoenberger, CFP, JD

    Owner at Open Door Financial in Minneapolis

  • “By far, the best tool within the system is Archr. The ability to build and customize workflows to a strong degree was what sold us on Quivr, and it has worked as advertised. Our previous CRM didn’t have easily manipulatable workflows, which was the main reason we switched. Now, we’ve built 10-15 workflows, with more to come, and the customization—who does what, when it happens, and how tasks are prompted—has worked really well.”

    Jack O'Connor, CFP

    Advisor at O'Connor Financial Group LLC in Quincy, IL

  • “Our office is super excited about using Quivr because we finally have an infrastructure the supports the way we work. The Meeting and Planning Modules keep all of our data organized so that it's actually useable. It's simple to use and clean looking, while still having cool bells and whistles that other CRMs don't have.”

    Gina Mayclin, Operations Manager

    Cipolla Financial Advisors in California

  • "Every Friday we're getting a note that's coming out. These are the new enhancements to the system. This is what's coming up. I know that the enhancements are gonna continue to come because you're an advisor. You are experiencing exactly what we're doing. And so you know what is needed."

    Rachel Sloan, CFP

    Sloan Advisory Group in New York

  • "Quivr allowed us to eliminate a bunch of systems and consolidate everything into one place. And the best part? Our team actually uses it. With other systems, we saw very low implementation rates. On Quivr, the team is actively using tasks and templates, and I see much higher utilization."

    Michael Mezheritskiy, President, Financial Planner

    Milestone Asset Management Group

View more here

What's New in Quivr: Product Updates & More

Videos
Office Hours: AI Overload — When to Adopt New Tech (and When to Stick with Templates)
Office Hours
Office Hours: AI Overload — When to Adopt New Tech (and When to Stick with Templates)
Office Hours

This week, Steve and Will dive into a hot topic that’s taking over the industry: AI. After returning from a conference packed with “AI-powered” everything, they break down how advisors can think critically about adopting new tech tools.

💡 In this episode:

🤖 How to decide when AI actually solves a real problem

🚫 Why “everyone’s using it” isn’t a good reason to adopt new tech

📝 The pros and cons of AI note-taking tools vs. templated systems

⚙️ Why sometimes a well-built workflow beats the “next big AI”

🔮 Real talk on where AI is today (and where it’s headed)

If you’ve ever felt overwhelmed by all the new tools promising to save you time, this one’s for you.

👉 Join us weekly for Office Hours, where the Quivr team covers real questions from advisors and shares practical insights to help you run your firm more efficiently.

Office Hours
What Does This Button Do? A Guide to Record Types in Quivr
What Does This Button Do?
What Does This Button Do? A Guide to Record Types in Quivr
What Does This Button Do?

Have you ever seen that odd, oval-shaped button on a Quivr household page and wondered what it does? 🤔 In this video, Steve Drost and Will Kaplan demystify the powerful concept behind it: Record Types.

Using simple analogies like spreadsheet tabs and ice cream flavors, they explain how record types fundamentally classify your data, allowing you to customize your CRM for maximum efficiency.

Watch to learn how Record Types:

💡 Organize your data by creating distinct categories like Clients, COIs, and Onboarding Households.

⚙️ Customize page layouts to show only the fields and information most relevant to you.

⚡️ Enable powerful automations that track critical events like policy maturities or send client-specific birthday cards.

This core Salesforce functionality is a game-changer for streamlining your practice, but with great power comes great responsibility. Steve and Will share why it's always best to consult with the Quivr team before making changes.

Whether you're a current user looking to take your Quivr mastery to the next level or an advisor just starting to explore a new CRM, this episode will transform how you think about your data.

What Does This Button Do?
Office Hours: Streamlining Employee Offboarding with Quivr
Office Hours
Office Hours: Streamlining Employee Offboarding with Quivr
Office Hours

In last week’s episode, we showed you how to simplify employee onboarding with Quivr. This week, Steve Drost and Will Kaplan continue the conversation—shifting focus to the equally important (and often more complex) process of employee offboarding.

💡 Why this matters:

🔍 Offboarding is highly scrutinized by regulators

⚠️ Missing steps could leave sensitive data exposed

⏳ Because it happens infrequently, it’s easy to forget the right process

✨ What you’ll learn:

🛠️ How to use Quivr workflows to build repeatable offboarding processes

📑 Why documenting each step saves future time and ensures compliance

🛡️ Practical ways to reduce risk and prevent mistakes

With Quivr, onboarding and offboarding both become structured, secure, and stress-free.

👉 Catch up on last week’s episode on onboarding, then join us here to round out the full employee lifecycle.

Office Hours

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