Quivr Ranked #1 CRM & Workflow Tool
Quivr Achieves Top Honors in 2025 T3/Inside Information Software Survey as voted by Advisors
The results are in! The 2025 T3/Inside Information Software Survey has recognized Quivr as a standout performer, earning top ratings from advisors like you. This annual survey is a trusted industry benchmark, offering a deep dive into the technology solutions that financial advisors rely on every day. This year’s results affirm what our users already know—Quivr is setting the standard for CRM and workflow efficiency.
Survey Highlights:
✅ Highest-Rated CRM – "Quivr, with a sparkling 9.10 user rating," earned an outstanding user satisfaction score, making it the highest-rated CRM in the survey. As noted in the survey, Quivr stands out in the CRM category. This reflects our dedication to building a platform that truly works for advisors, delivering a seamless and intuitive experience.
✅ Top Workflow Tools – Our workflow tools received an 8.69 rating, the highest among all solutions surveyed. Advisors count on Quivr to streamline operations, automate processes, and improve team collaboration—our score proves it’s working.
✅ Mighty Mite Recognition – Quivr was the only CRM named a “Mighty Mite,” an honor given to solutions that may not lead in market share but have exceptional user ratings. As the survey notes, “Here we recognize solutions that were not market share leaders, but whose user ratings stand out—specifically solutions that achieved an extraordinary (8.0+) average user rating.”
We’re incredibly proud of these results, but even more so, we’re grateful. This recognition comes directly from you—the advisors who rely on Quivr every day. Your feedback drives our innovation, and we remain committed to enhancing our platform to support your success.
Thank you for trusting Quivr. We’re just getting started!
