Sync Your Calendar in Real-Time
Connect meeting and participant data from your calendar to the right CRM records in real time, gathering essential customer intelligence without any extra work.
Trusted by Fortune 500 Companies
Use Cases
Turn Meetings Into Actionable CRM Data
Log Meetings to the Right CRM Records
Capture relevant meeting details like subject, time, location, and attendees, and connect them to the right contacts or opportunities in your CRM so every engagement appears in context.
Keep Your Calendars and CRM in Sync
When a meeting is booked or changed in one system, the other reflects it. No more missed meetings or double bookings.
Use Calendar Data to Drive Next Steps
Record outcomes and follow-ups in CRM to support account planning, timely outreach, and better coordination.
Features
Unlock Insights From Your Calendar
Sync Updates in Both Directions
Update both systems automatically when events are created, updated, or canceled, so schedules stay accurate.
Control What You Capture
Capture only the calendar data that matters, aligned with your governance and operational needs.
Map Events to the Right CRM Objects, Every Time
Automatically associate calendar events with the correct CRM records, including custom objects.
Handle Recurring and Complex Events
Sync recurring meetings and custom event types with confidence, even across large team and systems.
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 More Features
More features to supercharge your workflow
Email Capture
Capture emails as they hit your inbox and add them to the right CRM records for better client insights.
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.
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.
Keep CRM Data Updated, Automatically
We’ll show you how emails, meetings, and contacts update in real time, so your team spends less time logging and more time connecting.
Let’s ChatUnlock Client Data. Elevate Client Experiences.
