How should you structure meetings inside Quivr CRM? And what happens when your firm wants more meeting types than the system currently supports?

In this Office Hours episode, Steve Drost and Will Kaplan break down how the Quivr Meeting Module works, why meeting types exist, and how advisors can customize workflows and reporting without overcomplicating their CRM setup.

This conversation covers much more than meetings — it’s really about understanding the outcome you want and designing your CRM workflows around the KPIs and processes that matter most to your firm.

In this episode:
📅 How the Quivr Meeting Module helps advisors prepare for and follow up after meetings
📊 Why meeting types exist and how they impact reporting and workflows
🧩 The difference between review meetings, topic meetings, prospect meetings, and ad hoc meetings
⚙️ How Salesforce record types control meeting prep and follow-up functionality
📈 Ways to track surge meetings, advisor activity, and client engagement metrics
✅ How to use required fields and validation rules to improve process consistency across teams
💡 Creative workarounds for firms that want additional meeting flexibility today

Whether you're already using Quivr or evaluating CRM options for your advisory firm, this episode provides a practical look at how customizable workflows inside Salesforce can support real operational processes.