Small Changes, Big Impact: How Advisors Are Maximizing Quivr CRM
In the fast-paced world of financial advising, small changes can make a big difference. During a recent Quivr CRM Office Hours session, we explored some simple yet powerful adjustments advisors can make inside the platform to save time, stay organized, and provide even better service to clients.
The Power of Visibility
One of the first tips discussed was improving visibility into your pipeline and client activity. Many advisors underestimate how much a well-organized dashboard can impact productivity. By customizing your Quivr CRM dashboard to highlight upcoming tasks, recent client interactions, and high-priority follow-ups, you can quickly see what matters most without digging through multiple screens.
Advisors are also finding success by leveraging tags and custom fields to segment clients. This allows them to create targeted lists for outreach, annual reviews, or service updates—ensuring no client gets overlooked.
Automating the Small Stuff
Another game-changer? Automating repetitive administrative tasks. Quivr’s workflow engine makes it easy to set up automatic reminders for tasks like sending meeting prep materials, scheduling annual reviews, or following up on outstanding forms.
These automations may seem minor at first, but they add up to significant time savings. As one advisor shared during the discussion, “It’s amazing how much mental space you free up when you’re not trying to remember the small things.”
Tracking Client Needs in Real Time
Advisors also benefit from tracking evolving client needs directly in Quivr. Instead of relying on sticky notes or scattered spreadsheets, you can store everything in one place—updated in real time.
For example, if a client mentions they’re considering a home purchase in the next year, that note can be added to their profile along with reminders to check in. This way, when the time comes, you’re ready with tailored advice and support.
Small Tweaks, Big Wins
The common thread in these tips is that none require a massive overhaul of your CRM setup. Instead, it’s about making thoughtful adjustments:
Customizing dashboards to display key information
Using tags and fields for smarter segmentation
Automating recurring tasks
Keeping client needs visible and actionable
The payoff is not just time saved—it’s also improved client experience. When you have a clear view of your priorities and clients feel remembered and supported, your practice runs more smoothly and relationships grow stronger.
Take the Next Step
If you haven’t explored these features in Quivr CRM yet, now is a great time to start. Even implementing just one or two of these changes can have a measurable impact on your efficiency and service quality.
To see these tips in action, watch the full Office Hours recording on our website. You’ll hear firsthand how advisors are making Quivr work harder for them—without adding complexity.
