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.

rivas-total-economic-impact

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
Knowledgebase 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.

molnlycke

Medical Device Company Mölnlycke Uses Riva to Connect Office 365 and Veeva CRM Securely – and at Scale

From day one, Mölnlycke’s digital transformation strategy’s key requirement was to ensure the right data from their two critical systems...

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.

Banking & Financial Services

top-five-us-based-bank

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

Read Full Article

AI & Automation

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

Life Sciences & Healthcare

merck

Global Pharma Turns to Riva to Make Calendars Work for Field Reps

Success Story

molnlycke

Life Sciences & Healthcare

Medical Device Company Mölnlycke Uses Riva to Connect Office 365 and Veeva CRM Securely – and at Scale

Success Story

insurance-crm-data-integration-salesforce-to-microsoft-exchange-outlook

Banking & Financial Services

Billion-Dollar NY-Based Insurance Company Relies on the Riva Engine for Real-Time Sync of Over 1.5M Appointments Per Month Between Salesforce and Exchange

Release

Activity Capture Calendar & Scheduling Microsoft 365 / Exchange Sales Engagement

Riva Release 2025.3

Success Story

boston-hedge-fund

Banking & Financial Services

Riva Securely and Intelligently Connects Salesforce and Office 365 Calendar and Inbox for This Boston-Based Hedge Fund

Release

Microsoft 365 / Exchange Riva Insight Riva Sync Sales Engagement

Riva Release 2025.2

Success Story

banking-crm-data-integration-salesforce-to-microsoft-exchange-outlook-case-study

Banking & Financial Services

One of America’s Big Four Banks Relies On Riva to Build Relationships, Protect Customer Privacy, and Maintain Their Reputation

Webinar

Activity Capture Microsoft 365 / Exchange Salesforce

Protected: Webinar Recording: Four Game-Changing Reasons to Choose the Right Activity Capture

Success Story

pernod-ricard

Manufacturing & Industrial

Pernod Ricard Uses Riva to Sync Salesforce, Office 365, and iPad in Real-Time

Success Story

merck

Life Sciences & Healthcare

Global Pharma Turns to Riva to Make Calendars Work for Field Reps

Release

Riva Insight Riva Sync Sales Engagement

Riva Release 2025.1

Podcast

Trust, Tech, and the Future of Business Development with Tony Gray

Success Story

regal_na_bank

Banking & Financial Services

This Regal Investment Bank Is Smarter and More Secure with Riva Sync

Release

Riva Insight Riva Sync Sales Engagement

Riva Release 2024.4

Podcast

AI & Automation

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

Podcast

AI & Automation Banking & Financial Services

From Cold Calls to AI with Richard Giorgi, VP, Sales Enablement Business Partner at Swiss Re

Success Story

salesforce-capitalmarkets-mnpi

Banking & Financial Services

This Capital Markets Leader Relies on Riva to Advance Relationships and Protect MNPI

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