In this episode of Office Hours, Steve Drost and Will Kaplan break down a common question: When should I use a project vs. a workflow in Quivr?

They explain the key differences, when to use each tool, and how they work best together—especially for complex tasks like estate planning or onboarding.

You’ll hear real-life examples, tips on setup, and how using both features can keep your firm organized and efficient.

Steve and Will explore Quivr's powerful Onboarding Module, designed to create a seamless experience for new clients. Learn how to customize this digital checklist to your firm's unique process, ensuring nothing gets missed.

We'll cover:

➡️ The philosophy behind the module: Gain relationship equity from day one.

➡️ Customization: Tailor the module to your specific onboarding steps.

➡️ Workflow integration: Combine the module with Archr automations for maximum efficiency.

➡️ The "Perfecting Your Onboarding Process" Master Class: A step-by-step guide to using the module effectively.

In this episode of Office Hours, Will Kaplan and Steve Drost dive into the concept of process compliance—what it means, why it’s critical for both solo advisors and larger firms, and how to build workflows that ensure consistency while allowing for flexibility. Using everything from surgical procedures to financial planning workflows, they explore how to deliver a reliable client experience without sacrificing individual preferences.

Description: Discover Archr 2.0, one of Quivr's largest and most exciting updates to date! This massively updated workflow engine, driven largely by user feedback, introduces enhanced visibility, intuitive conditional logic, seamless team collaboration, and powerful insights. Build smarter, more efficient processes than ever before. See the future of workflows!

In this Office Hours episode, Steve Drost and Will Kaplan break down a common question from a Quivr user: what's the difference between recurring tasks and Archr processes—and when should you use each?

They cover real-world examples like ADV filings and 457 plan reminders, explaining how features like task steps, calendar views, and timing help determine the best fit.

If you're a Quivr user – Join Office Hours live every Wednesday and get your questions answered in real time.

In this Office Hours episode, Steve Drost and Will Kaplan share a simple but powerful solution to link accounts directly to an IPS record in Quivr—no developer needed. Learn how adding a lookup field can streamline communication with your trading team and keep all key info in one place.

👉 Join Office Hours every Wednesday if you're a Quivr user.

Steve Drost and Will Kaplan from Quivr share a simple, repeatable system for tracking client states and staying compliant—perfect for advisors with clients across the U.S.

You’ll learn how to:

• Build a report grouping clients by state

• Use task steps in Quivr to automate reminders

• Stay audit-ready without overbuilding your tech stack

📅 Join Office Hours live every Wednesday

In this Office Hours episode, Steve Drost and Will Kaplan dive into a growing trend: more support team members (not firm owners) are showing up to Quivr’s office hours! They break down why that's happening, how firm leaders are delegating smarter, and why understanding Quivr at a high level is often all you need to lead effectively. If you're a Quivr user (or thinking about becoming one), this is a must-watch!

In this episode of Office Hours, Steve Drost and Will Kaplan from the Quivr team dive into a unique challenge posed by one of our users: how to track donor-advised fund contributions and related tax planning in Quivr CRM. We explore practical, out-of-the-box solutions using Quivr’s task templates, custom reports, and even custom objects for more complex needs. Whether you're a new or experienced Quivr user, this session provides useful tips for improving efficiency in tracking important client data. Watch now to see how Quivr can help your practice run smoother!

In this episode of What Does This Button Do?, Steve Drost and Will Kaplan dive into the Quivr home page—your personal command center. Learn how to shift from being a reactive advisor to a proactive one, how to "train your eyes" to use the homepage efficiently, and why your daily workflow starts here. Whether you're new to Quivr or looking to get more out of it, this video will help you maximize your day from the moment you log in.

In this episode of Office Hours, Steve Drost and Will Kaplan unpack the secret sauce that’s turning good Quivr users into great ones—just showing up. Whether you're asking questions or just listening in, Office Hours has become a place where ideas spark, strategies evolve, and advisors learn from each other in real time. This week’s discussion highlights how even passive participation can lead to powerful insights and better implementation.

In this episode, Steve and Will dive into how Quivr users are creatively using external form tools to trigger automations within the CRM. Learn how to repurpose fields and leverage Archr to streamline your workflows.

In this Office Hours episode, we walk through how to set up a custom fee schedule in Quivr—like applying a minimum fee for clients under $1M AUM.

You'll learn how to:

🧮 Use the revenue adjuster field

🚫 Exclude assets from billing

📊 Display “real” AUM revenue using custom fields

Perfect for advisors with unique billing setups or custom KPI needs.

In this episode of Quivr Office Hours, Steve Drost and Will Kaplan discuss how a Quivr user automated seminar data entry using Zapier to connect a standalone tool with Salesforce. Discover how this solution saves time, reduces duplicate entries, and keeps data clean for better reporting and automation.

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.

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.

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.

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.

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.

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.

In this episode of Office Hours, Steve Drost and Will Kaplan dive into how Quivr users can customize their CRM to manage complex trusts. Follow along as they walk through a real case from David, a Quivr user, who needed to handle an irrevocable trust involving multiple generations.

Learn how to:

✅ Structure trusts correctly within Quivr

✅ Assign accounts to the right household

✅ Automate key workflows for trust management

✅ Use tags and reporting for trust-specific insights

If you're a financial advisor looking to streamline trust management in your CRM, this session is a must-watch!

In this episode of Office Hours, Steve Drost and Will Kaplan dive into how Quivr users can customize the CRM to match their unique practice needs. Join Steve as he walks through a recent case with Zach, a Quivr user who specializes in estate planning, and shows how easy it is to tailor the platform to track complex workflows and fields like guardianships and other estate-specific tasks. If you're a financial advisor looking to streamline your processes and make your CRM work for you, this episode is a must-watch!

The Financial Planning Modules in Quivr help you stay organized by capturing key client information and notes all in one place. From tracking goals and values to summarizing meetings and easily accessing past conversations, Quivr ensures you never miss an important detail. Watch to see how this feature transforms your client interactions and improves your workflow!

Scaling your firm means creating processes that everyone can follow—without the complexity of multiple systems. Quivr brings everything into one place, making it easier for teams to adopt and actually use. From automation to task management, revenue tracking to reminders, see how advisors are streamlining their workflows and eliminating unnecessary tools with Quivr. Watch to learn how!

Getting support shouldn’t be a hassle. With Quivr, you have direct access to real people who respond quickly—often within hours, not days. Whether through email, live office hours, or step-by-step videos, help is always within reach. Watch to hear how users benefit from hands-on support, quick responses, and easy-to-follow tutorials that make learning the system a breeze!

Quivr is constantly evolving to meet the needs of financial advisors. With frequent updates and new enhancements, the system is always improving. Designed by advisors, for advisors, Quivr ensures you're equipped with the best tools to streamline your workflows. Watch to hear how users are leveraging both new and existing features to optimize their practice. Stay tuned for more innovations!

Quivr just launched the Income Planning Module—built based on user feedback! Now, you can track household income, specify sources, and run automations—all in one structured place. No more scattered notes!

✅ Organize income by type & source

✅ Keep Social Security & pension details in one spot

✅ Automate workflows based on income data