Office Hours: Mastering Email Templates in Quivr CRM for Maximum Efficiency
As financial advisors, our time is incredibly valuable. Between meetings, client follow-ups, and administrative tasks, it can feel like there aren’t enough hours in the day. That’s why leveraging email templates in Quivr CRM can make a huge difference — saving you time while keeping your client communication personal and professional.
Why Email Templates Matter
One of the most underutilized features in Quivr CRM is the ability to create reusable email templates. If you’re repeatedly sending the same types of emails — whether it’s meeting follow-ups, scheduling sessions, or sending tax return requests — templates can dramatically reduce the time you spend composing messages.
The key benefits include:
Consistency: Ensure that every client receives the correct information without errors.
Efficiency: Quickly send messages without rewriting the same content multiple times.
Delegation: Allow team members to send emails on your behalf without losing your personal touch.
The Two-Pronged Approach: Efficiency and Theater
Templates aren’t just about saving time; they’re about maintaining the “theater” of being an advisor — creating the impression that each email is crafted specifically for that client.
For example, when sending a meeting follow-up:
Use the client’s first names and a warm greeting.
Keep the body short and personal: “It was great meeting with you!”
Avoid overly generic language, but focus on a tone that feels natural.
This approach ensures that your emails feel individualized, even when sent via a template.
Practical Examples of Email Templates in Quivr
Advisors can create templates for a variety of recurring communications:
Meeting follow-ups
Scheduling initial or review meetings
Tax return requests
Prospect or new client packets (including ADV, CRS, privacy policies)
ACH confirmations and fund transfers
By naming each template clearly — like Schedule-Fall Session, First Attempt or Backdoor Roth Follow-Up — you can maintain organization while automating repetitive tasks.
Customization for Every Client
Quivr allows customization using fields such as household details or specific URLs, giving each client a personalized experience. For instance, you could automatically include a secure upload link unique to each client, while still sending emails efficiently through a template.
This ensures clients feel personally attended to, even when multiple communications are sent at scale.
Takeaways
Implementing email templates in Quivr CRM is about more than efficiency. It’s about accuracy, consistency, and maintaining a personal touch with clients. With thoughtful setup, you can:
Save hours every week
Reduce errors in client communications
Delegate tasks confidently to your team
Templates can be used for both single emails and mass communications, making them versatile for any workflow. With Quivr, the power is in your hands to streamline processes while enhancing client relationships.
Ready to see how Quivr CRM can transform your client communication in 2026?
Schedule a demo today and discover the efficiency and personalization our tools can bring to your firm.
