Email is essential in every financial advisor’s practice—but managing it inside Salesforce and Quivr CRM can be tricky. In this Office Hours session, Steve and Will break down the pros and cons of different email integration options.

Here’s what you’ll learn:

✨ Why email is full of edge cases that make syncing difficult

✨ The differences between Einstein Activity Capture (EAC) and AppExchange tools

✨ How third-party tools like Match My Email give you more flexibility and control

✨ Compliance, privacy, and filtering considerations as your firm grows

✨ When to stick with the basics—and when to upgrade for more power

Whether you’re a solo advisor or running a 50-person team, this session will help you decide the best way to manage email inside Quivr CRM.