Did you know Quivr has a mobile app?

In this episode of Office Hours, Steve and Will break down how financial advisors can use the Quivr (Salesforce) mobile app to stay efficient while on the go — whether you're heading to a client’s home, stuck in traffic, or updating records between meetings.

Here’s what we cover:

📱 Why the mobile app is underutilized (and why it shouldn’t be)

🚗 Real-world scenarios where the app saves time (addresses, phone numbers, quick updates)

⚙️ Why customization is key to making it truly useful

📊 How different layouts can work for phone, iPad, and desktop

🔄 The required Microsoft Graph upgrade & reconnecting inboxes (if applicable to your setup)

💡 Tips for advisors who spend most of their time out of the office

🧠 Creative ways advisors are using the app (yes, even for personal contacts!)

The biggest takeaway? The mobile app isn’t meant to recreate your full desktop experience — it’s meant to be your simplified, on-the-go Swiss Army knife. But to make it powerful, you’ll need to customize it to fit your workflow.

As always, if you have questions:

📩 Send us a ticket

💬 Ask in the Community

🗓 Join Office Hours (every Wednesday!)

Not a Quivr user yet? Schedule a demo and see how Quivr can help you run your business at peak efficiency.