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
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.
Scheduling Share real-time advisor availability and automate client scheduling to improve customer experience.

Platform Learn about Riva Platform
Artificial Intelligence Enrich your CRM with customer intelligence to power high-impact agentic AI.
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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