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  • Office Hours: Automations Using External Forms
    • 4/18/25

    Office Hours: Automations Using External Forms

    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.

  • Office Hours: Custom Fee Schedules in Quivr
    • 4/11/25

    Office Hours: Custom Fee Schedules in Quivr

    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.

  • Office Hours: Something doesn't Integrate with Salesforce
    • 4/4/25

    Office Hours: Something doesn't Integrate with Salesforce

    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.

  • Office Hours: What about Trusts?
    • 3/28/25

    Office Hours: What about Trusts?

    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!

  • Office Hours: Complex Estate Planning Needs | Customizing Quivr
    • 3/24/25

    Office Hours: Complex Estate Planning Needs | Customizing Quivr

    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!

  • Office Hours: Pre-Fill Scheduling Links | Quivr Advanced Scheduling Features
  • Office Hours: Show Me My Data! | Quivr Reporting Features

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