Riva CRM Integration logo

Riva CRM Integration

by Riva International · Since 2008
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorRiva International
Year launched2008
StatusActive
Location11007 – 106 Avenue NW Edmonton, AB T5H 4R7 Canada
Countries servedGlobal
Languages1
Integrations15+
Free tierNO
Free trialNO
Contact salesYES

About Riva CRM Integration

Riva CRM Integration is a robust enterprise-grade platform designed to bridge the gap between communication tools and CRM systems.

Riva CRM Integration is a robust enterprise-grade platform designed to bridge the gap between communication tools and CRM systems. By capturing emails, meetings, and calendar data, it builds a comprehensive Customer 360 view that enhances relationship management and decision-making. The software is particularly valuable in highly regulated industries such as financial services and life sciences, where compliance and data security are critical. One of Riva’s standout strengths is its seamless bi-directional synchronization between email platforms like Outlook and CRM systems, allowing users to work without changing their daily routines. Its automation capabilities reduce manual data entry, saving significant time and improving data accuracy. Additionally, the platform’s strong emphasis on security, backed by numerous successful security reviews, makes it a trusted choice for large enterprises. However, Riva is clearly tailored for complex organizations, which may make it less suitable for small businesses due to its scale and likely cost structure. Overall, it is a powerful solution for enterprises seeking to unify communication data and unlock actionable insights.

Pros & Cons

Pros
  • Provides strong enterprise-grade security suitable for regulated industries globally
  • Enhances productivity by eliminating the need to switch between multiple applications
  • Automates activity capture ensuring accurate and consistent customer interaction records
  • Supports bi-directional synchronization keeping data updated across all connected systems
  • Connects email and CRM systems seamlessly reducing manual data entry workload significantly
Cons
  • May require IT involvement for deployment and ongoing system maintenance
  • Dependence on CRM systems means value is reduced without proper CRM adoption
  • Customization options can increase implementation time and project complexity
  • Primarily designed for enterprises making it less suitable for small businesses
  • Requires technical setup and configuration that may be complex for smaller teams

Features

Key features

Data compliance management

Enables configuration of policies for regulatory requirements

Bi-directional data sync

Ensures updates reflect across CRM and communication platforms

Scheduling automation

Simplifies meeting coordination and calendar management

Customer 360 view

Consolidates client interactions into a unified profile for better insights

Email and calendar synchronization

Automatically syncs inbox and calendar data with CRM systems

Additional features

Enterprise scalability

Supports large user bases and complex environments

Security compliance

Meets enterprise-grade security and privacy standards

Integration framework

Connects communication tools with CRM systems

Data policy configuration

Allows granular control over data handling rules

AI data enablement

Supplies structured data for AI tools and analytics

Custom object sync

Supports syncing of custom CRM data structures

Contact synchronization

Keeps contact data consistent across platforms

Recurring event management

Handles complex repeating calendar entries

Insight side panel

Provides contextual client insights within workflows

Calendar sync

Syncs meetings and events between systems in real time

Email capture

Captures and logs email communications into CRM automatically

Pricing

Free trial
Free version
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Countries & Languages

Global
Countries served
1
Interface languages
6
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇨🇦CAD🇦🇺AUD

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