User Spotlight: Why Define Financial, LLC Moved to Quivr CRM—and Never Looked Back
For advisory firms navigating growth, outdated systems and manual processes can quickly become bottlenecks. That was the case for Define Financial, LLC, a fee-only RIA led by the team behind the popular "Stay Wealthy" podcast. In this User Spotlight, we sat down with Josh Rendler to talk about the firm’s transition from Redtail to Quivr’s Salesforce-powered CRM—why they switched, what improved, and how the migration truly felt from an advisor’s perspective.
Outgrowing Redtail and Searching for a Scalable Solution
Like many growing RIAs, Define Financial reached a point where Redtail could no longer support the firm’s need for efficiency, customization, and deeper client-tracking capabilities. “We simply outgrew it,” Josh shared. While Redtail handled basic contact management, the team began to feel the strain as processes became more complex and the need for automation increased.
That’s when they discovered Quivr, a CRM that blends the flexibility and power of Salesforce with an advisor-friendly interface—minus the typical Salesforce learning curve.
The Gateway That Made Salesforce Usable for Advisors
Josh referred to Quivr as the “gateway” that finally made Salesforce usable for advisory firms. Instead of forcing the team to configure Salesforce themselves—or hire expensive consultants—Quivr offered a turnkey structure built specifically for financial advisors, complete with workflows, automated reminders, key date tracking, meeting tools, and reporting built in.
“I never thought Salesforce could feel this simple,” Josh explained. “Quivr gave us everything we loved about the power of Salesforce without the complexity.”
Saving 15–30 Minutes of Manual Work Per Prospect
One of the biggest wins Josh highlighted was the time saved during the prospect process. Before Quivr, the team spent 15–30 minutes per prospect entering repetitive data, checking tasks manually, and updating status fields.
With Quivr, those tasks became automated or eliminated entirely. The system surfaces what the team needs at each step, ensuring nothing falls through the cracks and enabling advisors to focus on actual relationships—not data entry.
A Migration Experience Built for Advisors
Switching CRMs can be intimidating, especially when dealing with years of client data. Josh walked through the migration from Redtail to Quivr and emphasized how seamless it felt.
Quivr’s migration team handled the heavy lifting—from cleaning data to importing history—while providing ongoing communication throughout the process. “It felt way easier than I expected,” Josh said. “The team made sure everything was mapped correctly, and we were up and running quickly.”
A System That Helps Advisors Operate More Efficiently
For Define Financial, Quivr isn’t just a CRM—it’s a system that supports the entire client journey. From automated workflows to task delegation to reporting, the firm now operates with more clarity and consistency than ever.
Josh’s recommendation to other advisors considering a CRM switch? “If you’re growing, and you want your systems to grow with you, Quivr is absolutely worth the move.”
See How Quivr Can Transform Your Firm
If you're ready to streamline your operations, reduce manual work, and unlock the full potential of a Salesforce-powered CRM—schedule a personalized demo here.
