Activity Capture
Calendar Sync Automatically log meetings and sync calendars 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.

Sales Engagement
Bookings Share real-time advisor availability and automate client scheduling to improve customer experience.
Email Bursts Send personalized one-to-many messages using your CRM data without leaving your inbox.
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.

Platform Learn about Riva Platform
Artificial Intelligence Bring AI into real workflows with trusted context and enterprise control.
Cloud Secure, scalable, and built for enterprise — optimized for Microsoft 365, Google Workspace, and more.
Integrations Connect seamlessly with CRMs like Salesforce and Dynamics, and tools like Outlook and Gmail.
Security, Compliance, Privacy Enterprise-grade compliance with SOC2 certification and data policies you can rely on.

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Industries
Financial Services Reclaim your day with real-time activity capture built for regulated teams.
Life Sciences Capture customer intelligence for insights to drive impactful engagement.
Professional Services Build client trust with seamless CRM and calendar integration for partners and consultants.
Education Simplify scheduling and engagement to strengthen every student–advisor connection.

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AI & Automation

Riva’s Total Economic Impact™: A Commissioned Study by Forrester Consulting

Transformative Impact is Worth the Investment At Riva, we’ve spent decades building an impressive list of clients who rave about...

Customers

Resources Hub View all Resources
Blog Insightful takes on CRM strategy, RevOps, and smarter data governance.
Podcast Real talk with leaders driving change in compliance, RevOps, and tech.
Success Stories See how teams like yours streamline processes and achieve results.

Riva Users
Knowledge Base Get step-by-step product guidance, documentation, and answers to common questions.
Support Need a hand? Reach our team or send a support request anytime.

AI & Automation

Why AI Adoption Fails and How to Turn Context Into Outcomes

Adoption of AI often fails not because of the technology, but because of missing context, disconnected workflows, and a lack...

Company
About Us Get to know the people, values, and vision that drive Riva forward.
Join Us Curious about what we’re building? Explore open roles and help shape what’s next.
News Catch up on our latest announcements, partnerships, and product updates.
Contact Us Have a question? Reach out to our team. We’re happy to help with demos, support, or anything else.

AI & Automation

Introducing the New Riva

Today we’re unveiling something new: a refreshed Riva brand and a completely reimagined website. This is more than a new...

Contact Get a Demo

Resources

Your Riva Resource Hub

Product releases, podcasts, webinars, and more — all designed to help your team succeed.

AI & Automation Banking & Financial Services

Building Trust in Enterprise AI

Read Full Article

Banking & Financial Services

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Top Five USA-Based Bank Chooses Riva to Capture, Unify, Amplify and Leverage Relationship Data to Achieve Data Trust, CRM Adoption, and Full Customer 360

AI & Automation

Navigating the AI Frontier: Trust, Transformation, and the Future of AI in Business with Marc Low

Success Story

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Banking & Financial Services

Japanese Bank Uses Riva’s Intelligent Sync to Power Relationships and Create Interoperability between Salesforce, Calendar, and Email

Release

2023.2 Product Release Notice

Podcast

Tackling Tech Debt and Driving Innovation with Stephen Diorio

Tackling Tech Debt and Driving Innovation with Stephen Diorio

Podcast

Building Trust, Managing Bad Data, and the Future of Automation with Saul Garcia

Building Trust, Managing Bad Data, and the Future of Automation with Saul Garcia

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From Politics to Corporate Strategy with David Goldstein of Johnson & Johnson

From Politics to Corporate Strategy with David Goldstein of Johnson & Johnson

Event

Virtual Panel: Customer Data As A Layer of the Tech Stack

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Riva Engine Update 2023.1

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Using AI to Revolutionize Customer Experience with Vishnu V Ram

Using AI to Revolutionize Customer Experience with Vishnu V Ram

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Riva Engine 2022.1

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Riva Engine Update 2022.5

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Riva Bookings

Podcast

Gaining Trust as a Brand with Michelle Feinstein of Salesforce

Success Story

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“Signature” Insurance and Investment Firm Trusts Riva to Make Salesforce and Exchange Interoperable – Securely and Automatically

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Excelling in Rev-Ops with LSQ’s Mike Fazio

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Do Not Miss These Important Notices From Riva Engine 2022.4

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Discover Riva Engine 2022.3

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