In this User Spotlight, Steve Drost and Will Kaplan sit down with Allen Mueller, founder of 7 Saturdays Financial — and one of Quivr’s most efficiency-driven users.

Allen shares how he runs a highly streamlined practice serving pre-retirees and retirees, leveraging Quivr’s Meeting Module, workflows, list views, Zapier connections, and custom links to eliminate manual work and give every piece of data a home. From turning Calendly bookings into automated prospect workflows, to building prep + follow-up systems for spring/fall surge meetings, to creating deep links to outside tools — Allen shows exactly how he saves time, reduces clicks, and keeps nothing from slipping through the cracks.

If you’re looking for real-world ideas to run a cleaner, more automated, and more scalable advisory firm, this Spotlight is loaded with practical inspiration.

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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.