Automatically Capture Emails in Your CRM
Capture emails, connect them to the right CRM records, and turn long threads into structured, AI summaries that update as new replies come in. Give your team accurate context without manual work or lost interactions.
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, while AI summaries make long threads easier to understand and act on.
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.
Summarize Long Email Threads With AI
Make captured email conversations easier to understand by turning long threads into concise summaries of the most relevant context.
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 the Riva Platform
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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.
Artificial Intelligence
Bring AI into real workflows with trusted context and enterprise control.
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.
Unlock Client Data. Elevate Client Experiences.
