Two Years in a Row: Quivr Ranked #1 CRM and #1 Workflow Tool in the T3 / Inside Information Software Survey
We’re excited to share some great news: Quivr has been ranked #1 in both the CRM and Workflow categories in the 2026 T3 / Inside Information Software Survey.
Even more meaningful, this marks the second year in a row Quivr has earned the top spot in both categories. Quivr was also recognized as the CRM Mighty Mite.
We were listed as the only Mighty Mites under the CRM category for: Here we recognize solutions that were not market share leaders, but whose user ratings stand out—specifically solutions that achieved an extraordinary (8.0+) average user rating.
Why This Recognition Matters
The T3 / Inside Information Software Survey is one of the most widely followed technology surveys in the financial planning industry. Each year, thousands of professionals from advisory firms share which tools they use and how satisfied they are with those platforms.
Because the results are based on direct feedback from real users, this recognition carries special meaning for us. It reflects the experiences of firms that rely on Quivr every day to manage their client relationships, workflows, and operations.
Built with User Feedback
While we’re incredibly proud of the rankings, what we’re most grateful for is the community behind them.
Quivr has always been built with a simple philosophy: listen closely to the people who use it. Over the years, users have shared ideas, suggestions, and insights that have helped shape the platform. Many of the features and improvements in Quivr today came directly from conversations with firms about how to make their operations run more smoothly.
This feedback-driven approach continues to guide our development and helps ensure Quivr remains focused on solving real challenges for advisory firms.
Thank You to Our Users
We want to extend a sincere thank you to everyone who participated in the survey and to all of our users. Your feedback, ideas, and trust in Quivr are what make achievements like this possible.
We’re proud of what we’ve built so far, and we’re excited to continue improving the platform with your input in the years ahead.
You can view the full report here.
See Why Firms Rated Quivr #1
If you’re curious why Quivr was rated the #1 CRM and #1 Workflow Tool, we’d love to show you around.
Schedule a demo to see how Quivr can help streamline your workflows, manage client relationships, and keep your firm running smoothly.
Community-driven CRM built by financial planners for financial planners—helping you run your business at peak efficiency.
