CRM Enterprise and Salesforce-based CRM CRM add-ons and workflow

Quivr

Salesforce-based CRM and workflow engine built for RIA advisors and operations teams

Minneapolis, MN, USquivrcrm.ioNot yet confirmed by the company

What it does

Quivr is a CRM for registered investment advisory firms that runs natively on Salesforce and is designed for the whole team: advisors, operations staff and client support. It was built by practicing financial planners, led by CEO Steve Drost, CFA, CFP.

The product adds a daily docket, meeting management, a workflow engine with rich-text task instructions and embedded how-to videos, automations, and reporting and dashboards on top of Salesforce. Quivr-built integrations connect Charles Schwab custodial data, Orion, Holistiplan, Jump AI meeting notes, GReminders and CurrentClient, and Salesforce's AppExchange covers tools such as DocuSign, Box, Dropbox, Nitrogen, Smartria, MyRepChat, PreciseFP, Zapier and Zoom.

Quivr is headquartered in Minneapolis, Minnesota. Contracts are month to month, and the published price includes Salesforce licenses for all users; the site's calculator shows $250 per month at its default user count.

Best for

Serves: RIAs

Features

Daily task docket
Meeting management
Workflow engine with embedded instructions
Automations
Reporting and dashboards
Schwab custodial data sync

Pricing and deployment

Pricing model: Subscription
Published pricing: Month-to-month; price scales with users and includes Salesforce licenses (calculator shows $250/month at default user count)
Deployment: Cloud