Office Hours: Unlocking the Power of the Quivr Mobile App
When most advisors think about their CRM, they picture their desktop setup — multiple tabs open, keyboard ready, and dashboards fully customized. But what about the moments when you’re not at your desk?
If you’re meeting clients at their homes, working from a coffee shop, or heading to your third appointment of the day, your CRM should move with you. That’s where the Quivr mobile app comes in.
Many advisors don’t realize that Quivr is fully accessible through the Salesforce mobile app — and it’s included as part of your subscription. Even better? It’s highly customizable to match the way you work.
Why the Mobile App Matters
Advisors who spend significant time out of the office often run into the same challenges:
🚗 Needing a client’s address while already on the road
📞 Wanting to quickly call a client if running late
✅ Adding a task immediately after a meeting
✏️ Updating contact information in real time
The mobile app allows you to handle these situations without waiting until you’re back at your desk.
It’s not designed to replicate your entire desktop CRM experience. You’re probably not building workflows or configuring automations from your phone — and that’s okay. Instead, think of the mobile app as a streamlined, on-the-go toolkit built for quick access and efficiency.
The Key: Customization
Out of the box, the mobile experience may not perfectly match your workflow. That’s intentional. Every advisor operates differently.
Some advisors primarily need:
Contact information front and center
Quick access to phone numbers
Meeting details and addresses
Others want:
The ability to create tasks instantly
Easy record updates
Access to notes during client conversations
The good news? You can customize layouts specifically for mobile, tablet, and desktop.
This means:
Your phone view can prioritize speed and simplicity
Your iPad layout can support in-person meetings
Your desktop can remain your full operational command center
Taking a little time to tailor your mobile layout will dramatically reduce clicks and make the experience far more intuitive.
Built for Advisors Who Are Always Moving
For advisors who conduct multiple in-person meetings daily, the mobile app can become a central part of their workflow. Some even use it in creative ways — from accessing household records quickly to referencing personal contact data when needed.
Of course, firm-level compliance policies may influence how mobile access is deployed across your team. But if your organization allows it, the app is there to be used — and it’s included in your subscription.
Don’t Forget the Resources
If you’re unsure how to customize your mobile layouts, the Quivr Community includes step-by-step instructions. You can also:
📩 Submit a support ticket
💬 Ask questions in the Community forum
🗓️ Attend Office Hours (every Wednesday)
As our user base grows, we’ve likely seen — and solved — the question you’re working through.
Ready to See Quivr in Action?
Whether you’re at your desk or on the go, Quivr is built to help financial advisors run their businesses at peak efficiency.
Let’s show you how Quivr can fit your workflow — wherever you work.
