Run your business at peak efficiency

The CRM Built by Financial Planners, for Financial Planners

Quivr High-Level Overview

Award-Winning & Top-Rated CRM for Advisors

Finally a hub to serve clients and run your business.

Our founders have run financial planning firms and served clients. We’ve literally been there. Quivr was built to allow you to efficiently and accurately handle all aspects of your business - both client work and the “on-the-business” items.

Videos
Master Your Practice with Quivr
Master Your Practice with Quivr

Quivr is more than software—it’s a pathway to operational excellence. Our masterclasses teach you industry best practices and strategies to run your practice efficiently.

From mastering delegation with Archr to optimizing seminars for higher close rates and streamlining onboarding, these sessions help you unlock Quivr’s full potential. Save time, improve accuracy, and elevate your firm’s performance with Quivr’s tools and expertise.

A Home for Financial Planning Data: Modules Overview
A Home for Financial Planning Data: Modules Overview

Quivr centralizes your financial planning data, bringing scattered information from spreadsheets and PDFs into tailored modules for estate, tax, and insurance planning.

Beyond organization, Quivr empowers action with customizable templates, insightful reports, and automated reminders for key milestones. Streamline processes, boost efficiency, and never miss a critical detail.

Seamless Client Onboarding
Seamless Client Onboarding

Quivr’s onboarding module makes first impressions count with an efficient, accurate, and relationship-focused process. Customize workflows for tasks, agreements, and setups, guided by our masterclass on industry best practices.

Save time, build trust, and ensure every detail is handled seamlessly—letting you focus on delivering excellence from day one.

Day to Day Task Management
Day to Day Task Management

Quivr’s homepage, featuring the Daily Docket, simplifies task and project management by centralizing your tasks, team updates, meeting prep, and firm projects.

Get a clear view of what needs attention, what’s done, and what’s in progress—all in one place. No more chasing updates or juggling tools. Stay organized and focused on what matters most.

Managing Your Business with Quivr
Managing Your Business with Quivr

Quivr’s calendar view automates recurring tasks, ensuring nothing slips through the cracks.—from weekly deposit reports to annual tax return reviews.

Easily schedule processes like backdoor Roth IRAs and archive key compliance activities like drift reporting and ADV mailings. Let Quivr handle the details so you can focus on delivering exceptional client value.

Welcome to Quivr CRM Onboarding Course
Welcome to Quivr CRM Onboarding Course

Watch this video to learn more about our New User Onboarding Course. Designed to take you from zero knowledge of Salesforce and Quivr to a confident, proficient user in as little as 20 days. This course lays the foundation for mastering Quivr, introducing you to essential tools, integrations, and processes while preparing you for future success with advanced modules and features.

Testimonials

See what real Quivr users are saying about our CRM.

  • "Since adopting Quivr, I've saved myself at least 2-3 hours of administrative work per week, and I now leverage my assistant way more than I previously was. Projects like client deliverables are also taking half as much time."

    Eric Nelson, CFP, CEPA

    Owner at Independence Wealth in New Jersey

  • “Out-of-the-box Quivr is so much more powerful than what we previously used and has led to us providing a better planning experience while creating significant operational efficiencies. And the Community - It's a wealth of knowledge making everyone better and the Quivr team answers questions quickly and make product enhancements that we actually ask for.”

    Steven Schoenberger, CFP, JD

    Owner at Open Door Financial in Minneapolis

  • “By far, the best tool within the system is Archr. The ability to build and customize workflows to a strong degree was what sold us on Quivr, and it has worked as advertised. Our previous CRM didn’t have easily manipulatable workflows, which was the main reason we switched. Now, we’ve built 10-15 workflows, with more to come, and the customization—who does what, when it happens, and how tasks are prompted—has worked really well.”

    Jack O'Connor, CFP

    Advisor at O'Connor Financial Group LLC in Quincy, IL

  • “Our office is super excited about using Quivr because we finally have an infrastructure the supports the way we work. The Meeting and Planning Modules keep all of our data organized so that it's actually useable. It's simple to use and clean looking, while still having cool bells and whistles that other CRMs don't have.”

    Gina Mayclin, Operations Manager

    Cipolla Financial Advisors in California

  • "Every Friday we're getting a note that's coming out. These are the new enhancements to the system. This is what's coming up. I know that the enhancements are gonna continue to come because you're an advisor. You are experiencing exactly what we're doing. And so you know what is needed."

    Rachel Sloan, CFP

    Sloan Advisory Group in New York

  • "Quivr allowed us to eliminate a bunch of systems and consolidate everything into one place. And the best part? Our team actually uses it. With other systems, we saw very low implementation rates. On Quivr, the team is actively using tasks and templates, and I see much higher utilization."

    Michael Mezheritskiy, President, Financial Planner

    Milestone Asset Management Group

View more here

What's New in Quivr: Product Updates & More

Videos
Office Hours: Handling Missing Documents in Meeting Prep
Office Hours
Office Hours: Handling Missing Documents in Meeting Prep
Office Hours

In this Office Hours session, Steve Drost and Will Kaplan from the Quivr team tackle a common challenge: what to do when clients don’t provide requested documents before a meeting.

You’ll learn:

✨ The difference between “must-have” vs. “nice-to-have” prep items

✨ Practical ways to keep meetings moving forward, even without all the docs

✨ How to use agendas, tasks, and notes to avoid things slipping through the cracks

✨ Tips for balancing process with the reality of working with people

✨ Why sometimes it’s okay (and necessary) to deviate from the workflow

Whether you’re a Quivr user or just looking for better meeting prep strategies, this episode will help you run smoother, more efficient meetings.

Office Hours
User Spotlight: Elevating Your Client Deliverables with Colin Page
User Spotlight
User Spotlight: Elevating Your Client Deliverables with Colin Page
User Spotlight

In this User Spotlight, we sit down with Quivr user Colin Page, founder of Oakley Wealth, who has mastered the art of document generation. Despite having no prior Salesforce experience, Colin has leveraged Quivr's power to create polished, on-brand client deliverables at the push of a button.

Watch as we discuss his journey and his process for:

  • Gathering data using tools like JotForm to centralize information in Quivr.

  • Generating professional documents like Investment Policy Statements, beneficiary reports, and insurance summaries using third-party integrations like Opero Documents.

  • Saving valuable time and creating leverage by delegating meeting prep and client deliverables.

This episode is a must-watch for any advisor looking to streamline their practice and use their CRM to create meaningful, repeatable value for clients. Colin proves that with Quivr, the potential for customization is limitless, even for those without a development background.

User Spotlight
What Does This Button Do?: Understanding Record Types in Quivr
What Does This Button Do?
What Does This Button Do?: Understanding Record Types in Quivr
What Does This Button Do?

Ever wondered about the "Record Type" button in Quivr? You're not alone! In this video, we demystify one of Salesforce's most powerful, yet often misunderstood, features that Quivr leverages.

While Salesforce can be complex, Quivr's core mission is to make its horsepower user-friendly. We explain what Record Types are (think flavors of ice cream for your data!) and how they fundamentally change how information is displayed and used within Quivr.

Discover how Record Types empower you to:

✨ Customize page layouts for different types of households (clients, prospects, COIs).

⚙️ Tailor project workflows (e.g., mortgages vs. estate plans) to show only relevant fields.

✅ Streamline your processes by removing clutter and focusing on essential data.

We'll share practical examples like COI management and building custom project types (like student loan analysis!) in just a few hours. Learn how this low-lift customization provides high returns, and how Quivr is designed to teach you to harness this power.

Watch now to unlock the full potential of Record Types in Quivr!

What Does This Button Do?

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