Boost Efficiency in Quivr CRM: The Power of Processes and Workflows

At Quivr, our mission has always been simple: help financial advisors run their businesses at peak efficiency. One of the most powerful ways to achieve that is through automation. In this week’s Office Hours, we explored how advisors can replace repetitive manual tasks with smart processes in Quivr’s Archr.

Many advisors are already familiar with task templates and workflows. Workflows act as the building blocks of your operations — the “how” behind getting things done. They’re like a step-by-step checklist that guides your team through a process. But while workflows give you structure, it’s processes that bring everything together. Processes provide the who and when in addition to the how. They automate execution, triggering the right workflow at the right time without anyone needing to click a button dozens of times.

From Manual Tasks to Automated Processes

A recent user example highlighted how valuable this can be. An advisor wanted to kick off a task before upcoming tax prep meetings. He had the right workflow in place and was using a task template, but he was still manually assigning the task across 80% of his client households — clicking “create task” again and again.

The solution was simple: automate it with a process. By creating a process that runs seven days before a scheduled meeting, the task could be triggered automatically across all the right households. No manual work required.

Recurring and Date-Driven Processes

Processes in Archr fall into two powerful categories:

✨ Recurring processes: These are perfect for cyclical tasks like surge meetings, monthly gifting reports, or quarterly check-ins. For example, a firm could set a process to automatically kick off tax prep workflows every September 1st for clients tagged with “Tax Planning.”

✨ Date-driven processes: These use client-specific dates to trigger workflows. A common example is Medicare planning. When a client approaches age 65, Archr can automatically start the Medicare review workflow four months before their enrollment window. This ensures critical tasks are never forgotten and client service remains proactive.

By combining both recurring and date-driven automations, advisors can take advantage of a true operations hub that runs in the background. One firm’s surge meetings are triggered automatically months in advance. Another firm’s client anniversaries, CE credits, and even gifting schedules are handled through processes. The result? Hours of time saved and fewer missed opportunities to deliver value to clients.

Connecting the Dots

Sometimes advisors already know the tools are there, but they just need help connecting the dots. Workflows provide structure, and processes turn that structure into action. Together, they transform Quivr into more than just a CRM — they create an automated operations engine that allows firms to focus less on repetitive work and more on serving clients.

If you’re already a Quivr user, Office Hours every Wednesday is the perfect opportunity to explore these strategies and get your questions answered. And if you’re not yet using Quivr, it’s never too late to start reducing manual work and building efficiency into your practice.

👉 Schedule a demo today to see how Quivr can help automate your firm’s workflows and free up time for what matters most — your clients.