Scale your firm without
adding headcount.
Stop managing software and start managing relationships.
Quivr is the practitioner-built engine that turns Salesforce into a high-performance growth machine.
Schedule your Discovery Call
A word from our founder.
Steve Drost shares why Quivr was built by advisors to solve the operational friction of the modern RIA.
CFP-Designed Workflows
Built by practitioners who know what QCDs and RMDs actually look like. Our architecture works because we've done the work.
Total Visibility
Stop chasing updates across spreadsheets. Quivr provides real-time oversight across every role in your firm.
No Consultant Traps
All contracts are month-to-month. We earn your business through performance, not long-term legal lock-ins.
Verified by the Community
"Quivr allowed us to consolidate systems... and our team actually uses it."
— Michael Mezheritskiy"Saved me 2-3 hours of admin work per week."
— Eric Nelson, CFP®"Infrastructure that supports the way we work."
— Gina Mayclin, Ops Mgr"Out-of-the-box Quivr is so much more powerful."
— Steven Schoenberger, CFP®Have Questions?
See how Quivr stacks up against generic CRMs and why advisors are making the switch.