Schedule Client Meetings Without the Back and Forth
Make it easy for clients to find time with the right person. Connect your CRM to keep calendars accurate and scheduling simple, for both teams and clients.
Trusted by Fortune 500 Companies
Use Cases
Simplified Scheduling for Clients and Teams
Let Clients Book Time With Confidence
Give clients access to real-time advisor availability so they can quickly book a meeting time that works. Capture their interest right away and focus on having impactful engagements.
Route Meetings to the Right Advisor
Automatically assign meetings using round-robin logic or book on behalf of teammates. Riva follows your team’s rules so clients meet with the right advisors, every time.
Prevent Double Bookings and Conflicts
Manage availability through your CRM so advisors aren’t booked twice — or with the wrong client.
Features
Smarter Scheduling Tools for Busy Teams
Set Meeting Types and Team Availability
Define durations, buffers, and scheduling rules to ensure every meeting runs smoothly and happens when it should.
Share Personalized Booking Links
Equip advisors with personalized scheduling links that make it easy for clients to book meetings from any channel, while delivering context and clarity.
Keep Availability in Sync
Pull live availability from team calendars to avoid conflicts and show only open slots, updated in real-time.
Match Clients With the Right Advisor
Ensure every client is matched with the right advisor through precise, personalized routing logic.
Why Leading Enterprises Choose Riva
Customer Success Stories
What Our Clients Say
"Effortless! Our advisors don’t have to change the way they work – they aren’t even aware that Riva is wrangling our client data across applications in the background. They have data they can trust in the applications they work in every day – and they no longer have to re-enter data!"
Executive Vice President and Chief Information Officer, Leading Boston-based Hedge Fund Firm
View Success StoryExplore More Features
More features to supercharge your workflow
Email Bursts
Send personalized one-to-many messages using CRM data without leaving your email client.
Email Templates
Use pre-approved templates to draft consistent, effective emails quickly.
Sales Cadences
Create and manage step-by-step outreach sequences with built-in timing and automation.
Calendar Sync
Connect calendars and meeting data to the CRM for a complete record of activity.
Contact Management
Identify and create new contacts from email participants to keep CRM data accurate and complete.
Email Capture
Capture emails as they hit your inbox and add them to the right CRM records for better client insights.
Insight Side Panel
View and update CRM data from inside your inbox to access client insights without switching tools.
Smarter Booking Tools for Busy Teams
Connect your CRM to keep calendars accurate and scheduling simple, for both teams and clients.
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