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CRM

1 author4 articles
Quivr setupConnect CurrentClient with Quivr CRM in just a few steps, so your calls and texts sync to Quivr and client records stay current without manual entry
Data syncHow data flows between CurrentClient and Wealthbox, including which contacts, notes, and activity sync and how to keep both systems consistent
Wealthbox setupConnect your Wealthbox CRM to CurrentClient with this walkthrough of the entire setup process, from authorizing access to confirming your first sync
Trigger actionsCreate tasks and notes and start workflows in Wealthbox directly from CurrentClient, so follow-ups happen while the conversation is still fresh