Think you need to learn hundreds of CRM features to get value from your tech stack?

You don't.

In this week's Office Hours, Steve and Will break down the 5 core Quivr features that can solve dozens of operational challenges—from prospect tracking and RMD management to client onboarding, COI outreach, reporting, and more.

This episode runs a little longer than our typical Office Hours, but for good reason. If you're looking to get more value out of Quivr—or you're evaluating CRM options for your firm—this may be one of the most valuable episodes we've recorded. It's packed with real-world examples and practical ideas you can put to work immediately.

As Steve says at the end of the episode: master these core features, and you'll be able to dominate operations within your firm.

🔹 Workflows

🔹 Processes (Automations)

🔹 The Onboarding Module

🔹 Reporting & Dashboards

🔹Emails & Custom Fields

Whether you're a current Quivr user or exploring CRM options, this episode shows how a few key skills can dramatically improve efficiency.

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

🔍 Not using Quivr yet? Schedule a demo to see how we can help simplify your firm's operations.

#QuivrCRM #FinancialAdvisors #RIA #WorkflowAutomation #AdvisorTech