Automatically Capture Emails in Your CRM
Capture emails as they hit your inbox and add them to the right CRM records. No manual work, no lost interactions — just accurate, real-time context for your whole team.
Trusted by Fortune 500 Companies
Use Cases
See the Full Client Story in Your CRM
Capture Emails for Insights and Compliance
Emails are recorded to the correct people, accounts, opportunities, or cases, so every thread shows up in context for advisors and stakeholders.
Turn Relevant Data Into Customer Intelligence
Pull proposals, meeting notes, case details, and more from emails and send them directly to your CRM, building insights and context for better decision-making.
Strengthen Data Quality and Auditability
Apply capture and governance policies to keep CRM data accurate, complete, and compliant for reporting and customer transparency.
Features
Capture the Right Email Data, the Right Way
Collect Email Activity Automatically
Inbound and outbound emails are written directly into your CRM in real time. No manual logging, just data exactly where you need it.
Control What You Capture
Customize what emails get captured to match your governance and operational needs.
Send Your Data to the Right CRM Objects
Ensure emails are routed to the correct CRM records, standard or custom.
Sync Historical Data
Retroactively enrich your CRM with relevant email data, even before Riva was deployed.
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
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.
Insight Side Panel
View and update CRM data from inside your inbox to access client insights without switching tools.
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.
Bookings
Share real-time advisor availability and automate client scheduling to improve customer experience.
Keep CRM Data Updated, Automatically
We’ll show you how emails, meetings, and contacts update in real time, so your team spends less time logging and more time connecting.
Let’s ChatUnlock Client Data. Elevate Client Experiences.
