In this Office Hours episode, Steve Drost and Will Kaplan share how a few simple Quivr CRM customizations can save hours and boost client service.

You’ll learn how to:

✨ Add small fields or picklists for instant process visibility

✨ Track clients in real time with dashboards

✨ Pull targeted lists—like RMD-age clients—in seconds

✨ Automate reminders and follow-ups with clean data

Small tweaks, big results—perfect for both new and experienced Quivr users.

📅 If you're a Quivr user - Join Office Hours every Wednesday to level up your CRM game.