In this episode, Steve and Will dive into how Quivr users are creatively using external form tools to trigger automations within the CRM. Learn how to repurpose fields and leverage Archr to streamline your workflows.

In this Office Hours episode, we walk through how to set up a custom fee schedule in Quivr—like applying a minimum fee for clients under $1M AUM.

You'll learn how to:

🧮 Use the revenue adjuster field

🚫 Exclude assets from billing

📊 Display “real” AUM revenue using custom fields

Perfect for advisors with unique billing setups or custom KPI needs.

In this episode of Quivr Office Hours, Steve Drost and Will Kaplan discuss how a Quivr user automated seminar data entry using Zapier to connect a standalone tool with Salesforce. Discover how this solution saves time, reduces duplicate entries, and keeps data clean for better reporting and automation.

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.

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.

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.

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.

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.

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.

In this episode of Office Hours, Steve Drost and Will Kaplan dive into how Quivr users can customize their CRM to manage complex trusts. Follow along as they walk through a real case from David, a Quivr user, who needed to handle an irrevocable trust involving multiple generations.

Learn how to:

✅ Structure trusts correctly within Quivr

✅ Assign accounts to the right household

✅ Automate key workflows for trust management

✅ Use tags and reporting for trust-specific insights

If you're a financial advisor looking to streamline trust management in your CRM, this session is a must-watch!

In this episode of Office Hours, Steve Drost and Will Kaplan dive into how Quivr users can customize the CRM to match their unique practice needs. Join Steve as he walks through a recent case with Zach, a Quivr user who specializes in estate planning, and shows how easy it is to tailor the platform to track complex workflows and fields like guardianships and other estate-specific tasks. If you're a financial advisor looking to streamline your processes and make your CRM work for you, this episode is a must-watch!

The Financial Planning Modules in Quivr help you stay organized by capturing key client information and notes all in one place. From tracking goals and values to summarizing meetings and easily accessing past conversations, Quivr ensures you never miss an important detail. Watch to see how this feature transforms your client interactions and improves your workflow!

Scaling your firm means creating processes that everyone can follow—without the complexity of multiple systems. Quivr brings everything into one place, making it easier for teams to adopt and actually use. From automation to task management, revenue tracking to reminders, see how advisors are streamlining their workflows and eliminating unnecessary tools with Quivr. Watch to learn how!

Getting support shouldn’t be a hassle. With Quivr, you have direct access to real people who respond quickly—often within hours, not days. Whether through email, live office hours, or step-by-step videos, help is always within reach. Watch to hear how users benefit from hands-on support, quick responses, and easy-to-follow tutorials that make learning the system a breeze!

Quivr is constantly evolving to meet the needs of financial advisors. With frequent updates and new enhancements, the system is always improving. Designed by advisors, for advisors, Quivr ensures you're equipped with the best tools to streamline your workflows. Watch to hear how users are leveraging both new and existing features to optimize their practice. Stay tuned for more innovations!

Quivr just launched the Income Planning Module—built based on user feedback! Now, you can track household income, specify sources, and run automations—all in one structured place. No more scattered notes!

✅ Organize income by type & source

✅ Keep Social Security & pension details in one spot

✅ Automate workflows based on income data