Send Personalized Email at Scale
Reach more clients with one-to-many emails that feel one-to-one. Build lists, personalize with CRM data, and send directly from your inbox all without switching tabs.
Trusted by Fortune 500 Companies
Use Cases
Personalized and Scalable Email Outreach
Send Personalized Emails in Seconds
Write one email, send many. Automatically pull the right data from your CRM to make each email feel tailored and send to your lists in second.
Reach Your Whole Book of Business
Send relevant, timely emails across your portfolio so you never miss opportunities to add value.
Stay in the Flow of Work
Build, personalize, and send emails straight from your inbox so you’re never distracted by changing tabs, staying focused and productive to hit your targets.
Features
Send Better Emails, Faster
Build Recipient Lists Instantly
Quickly create targeted recipient lists using CRM data, all without leaving your inbox.
Personalize With CRM Merge Fields
Insert CRM data automatically to personalize every email.
Use Templates That Reflect Your Strategy
Send with confidence using pre-approved messaging and templates, all accessible from your inbox.
Monitor Progress and Performance
Track delivery status in real time, so you always know who’s been reached and how emails are performing.
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 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.
Bookings
Share real-time advisor availability and automate client scheduling to improve customer experience.
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.
Ready to Send Personalized Engagement at Scale?
See how teams use CRM data to build lists, personalize outreach, and hit send, all without leaving their inbox.
Let’s ChatUnlock Client Data. Elevate Client Experiences.
