Reliable CRM integration
Looking for the most reliable way to sync your CRM and email systems? You’ve found it. Riva is trusted by Fortune 500 companies and SMBs. Choose from Riva Cloud and Riva On-Premise.
Easy to manage
With Riva, there are no client-side plug-ins or mobile apps to install, configure, or manage. Centrally manage integration for hundreds or thousands of CRM users and mobile sales reps.
Riva syncs CRM systems directly to all Exchange, Office 365, Hosted Exchange, IBM Notes, and Novell GroupWise email applications and mobile devices. (Gmail support coming in 2014.)
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What Riva syncs
Seamlessly sync CRM contacts, leads, and person accounts. Filter which contacts get synced based on ownership, security permissions, or a custom filter. Riva keeps your personal and business contacts separate. Choose from one-way or two-way synchronization.
Reliably sync CRM calendar events between your CRM and email systems. Riva syncs appointments, meetings (with multiple attendees), recurring events, private appointments, service requests, and phone calls.
Sync CRM tasks, to do’s, and reminders between your CRM and email systems. Mark a task as complete on your smartphone or tablet and Riva will sync the update to the CRM and vice versa.
Track and log emails and email attachments to CRM accounts, contacts, opportunities, and support cases. With our help, we can configure Riva to also enable your team to track emails against custom CRM objects. Riva lets you sync email automatically or manually. Use Riva to reduce manual data entry by converting emails into CRM opportunities and cases.
View and manage CRM opportunities, cases, quotes, projects, and other CRM data in online and offline modes – on your desktop, laptop, and mobile devices. This is an example of Riva’s advanced interoperability.
Riva can be configured to sync CRM custom fields, custom objects, and custom categories. Our professional services team will work with you to review your integration requirements and configure Riva to work the way you need it to.
Our Top CRM Partners
Riva delivers direct, server-side synchronization between the world’s best CRM software – Salesforce CRM, Microsoft Dynamics CRM, Oracle Sales Cloud, Oracle CRM On Demand, SAP Cloud for Customer (SAP C4C), NetSuite, SugarCRM, Saleslogix, Sage CRM, and others – and Microsoft Exchange, Office 365, IBM Notes, and Novell GroupWise . (Gmail support coming soon.) Click the logos below for more information.