User Spotlight: How One Advisor Uses Quivr Projects to Manage a Complex, Multi-Service Practice
Running a financial planning firm is complex enough. Running one that spans financial planning, mortgages, insurance, investments, and group benefits—as a solo advisor—raises the stakes even higher.
In a recent User Spotlight, Steve Drost and Will Kaplan sat down with Ben Zavitz, a Canadian financial planner who does exactly that. What stood out wasn’t just the breadth of services Ben offers, but how intentionally he’s built his systems inside Quivr CRM to support his business today—and scale it for the future.
One Client. Many Engagements. One Place.
For Ben, everything starts with Projects.
Each client engagement—whether it’s a mortgage renewal, life insurance application, or financial plan update—lives inside its own project. This allows Ben to:
Keep all documents, tasks, and communications tied to a specific engagement
Separate work by regulatory body, which is critical in Canada
Quickly reference past decisions if a regulator ever asks questions
Instead of hunting through emails, notes, or folders, Ben knows exactly where to look.
“If we ever need to reference something, that’s the first place I check.”
Built for Future Delegation (Even Without an Admin)
Although Ben currently runs a one-person firm, he’s building Quivr as if his future admin were starting tomorrow.
Using conditional fields and customized layouts, he’s designed his projects so that only relevant information appears, depending on the type of engagement. For example, a mortgage purchase displays different fields than a refinance—making it easier for someone else to step in later without deep institutional knowledge.
This approach turns Quivr into more than a CRM. It becomes a training tool and operating manual.
Automation, Built One Step at a Time
Ben didn’t automate everything at once—and that’s intentional.
Instead, he focused on small, meaningful wins:
Automating updates when documents are signed
Creating tasks tied to meetings so nothing gets missed
Gradually refining workflows as real-life usage revealed gaps
Each automation reduced mental load and eliminated “things living rent-free in his head.”
As Ben put it, the goal isn’t perfection—it’s incremental improvement in the right direction.
A Platform That Grows With You
One of the most powerful takeaways from this conversation is that Quivr isn’t just a product—it’s a platform.
Ben has gone beyond out-of-the-box functionality to customize Quivr for his unique business model. And importantly, he didn’t have to do it all on day one.
That flexibility is what allows advisors to:
Start where they are
Build only what they need next
And grow into more advanced workflows over time
See What Quivr Could Do for Your Firm
Ben’s story is a great example of how advisors can use Quivr to centralize complexity, reduce manual work, and build systems that scale—without overengineering from day one.
👉 Ready to see how Quivr CRM could work for your practice?
Schedule a demo and explore what’s possible when your CRM is built by advisors, for advisors.
