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 CRM Integration starting from $161.46 per user per year