Riva

Riva automatically captures inbound and outbound email activity and writes it into the appropriate CRM records without manual logging, ensuring that interactions are captured in real time and tied to the correct contacts, opportunities, or accounts.

Riva’s calendar sync captures meeting details such as attendees, topics, locations, and participant status, then maps them to CRM records. It also supports automated scheduling features like booking links, meeting availability, and configurable meeting settings to streamline client engagements from email.

The Insight Side Panel leverages core Riva features to bring CRM data directly into users’ email and calendar interfaces, letting them view and update CRM records, create new entries, and enrich data contextual to current interactions—all without leaving their inbox.

Riva includes features to empower sales outreach at scale, such as email bursts, personalized email templates, and sales cadences that use CRM data for personalization. These features enable teams to execute multi‑step engagement sequences directly from their email client while leveraging CRM context.

Riva synchronizes contact details, tasks, phone calls, and other activities between CRM and email systems bidirectionally. It supports flexible rules, filters, and governance policies so organizations can customize which interactions they capture and how they sync.