User Spotlight: How Ben Zavitz Uses Quivr Projects to Run a Multi-Service Advisory Firm скачать в хорошем качестве

User Spotlight: How Ben Zavitz Uses Quivr Projects to Run a Multi-Service Advisory Firm

In this User Spotlight, Steve Drost and Will Kaplan sit down with Ben Zavitz, a Canadian financial planner running a single-person firm that spans financial planning, mortgages, insurance, investments, and group benefits. Ben shares how he uses Projects in Quivr CRM to centralize client work, manage complex regulatory requirements, and organize everything related to a specific engagement—from mortgage renewals to insurance underwriting and financial plan updates. You’ll hear how Ben: 🗂️ Uses Projects to organize work by service, regulator, and engagement type 📩 Centralizes client communications for compliance and audits 🧩 Customizes fields and layouts to support future delegation ⚙️ Builds automation incrementally using Archr workflows, Zapier, and DocuSign 🚀 Designs his system with “future Ben” (and a future admin) in mind This conversation is a great example of how advisors can go beyond out-of-the-box CRM functionality and tailor Quivr to match the unique way their firm operates—without trying to do everything at once. 👉 Want to see how Quivr could work for your firm? Schedule a demo and hang out with Steve and Will to explore what’s possible.