1. [Home](https://www.g2.com/) 2. ... 3. [Email Tracking Software](https://www.g2.com/categories/email-tracking) 4. [Riva Discussions](https://www.g2.com/products/riva/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_a6ea6d84bd5d46b680ba9f12865ae35f/riva.png "Product Avatar Image") ![Reward for good Riva reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/35532/medal.svg "Reward for good Riva reviews") ](/products/riva/reviews) [ Riva ](/products/riva/reviews) (109)4.1/5 Empowering Trusted Relationships in Financial Services Riva is the trusted partner for organizations seeking to build stronger client relationships while streamlining operations. Our innovative solutions empower advisors to deliver personalized, compliant experiences at scale. With seamless CRM integration, real-time client insights, and advanced data governance, Riva ensures every interaction counts. Serving financial services and other data-sensitive industries for over 15 years, we help businesses safeguard their clients, nurture lifelong relationships, and reclaim valuable time. Join the 650+ enterprises worldwide who trust Riva to transform how they engage with their customers. https://rivaengine.com/ Show More * * * ### 41.0 Nps Score Already have Riva? ### All Riva Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 1 year ago More Options - [ # How has Riva impacted your CRM synchronization, and what advice would you give to new users? ](/discussions/how-has-riva-impacted-your-crm-synchronization-and-what-advice-would-you-give-to-new-users) How has Riva impacted your CRM synchronization, and what advice would you give to new users? [ AI Sales Assistant Software ](https://www.g2.com/tags/ai-sales-assistant-software)[ Big Data Integration Platforms ](https://www.g2.com/tags/big-data-integration-platforms)[ Email Tracking Software ](https://www.g2.com/tags/email-tracking-software)[ On-Premise Data Integration Software ](https://www.g2.com/tags/on-premise-data-integration-software) [ Salesforce Appexchange Apps ](https://www.g2.com/tags/salesforce-appexchange-apps)[ Business Scheduling Software ](https://www.g2.com/tags/business-scheduling-software)[ Cloud Compliance Software ](https://www.g2.com/tags/cloud-compliance-software) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Riva+questions+and+get+answers+from+expert+users+in+our+Riva+Discussions+section.&title=Riva+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Riva+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Riva+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss%0aAsk+Riva+questions+and+get+answers+from+expert+users+in+our+Riva+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Riva+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss%0aAsk+Riva+questions+and+get+answers+from+expert+users+in+our+Riva+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 2 years ago More Options - [ # What is Riva used for? ](/discussions/what-is-riva-used-for) What is Riva used for? [ AI Sales Assistant Software ](https://www.g2.com/tags/ai-sales-assistant-software)[ Big Data Integration Platforms ](https://www.g2.com/tags/big-data-integration-platforms)[ Email Tracking Software ](https://www.g2.com/tags/email-tracking-software)[ On-Premise Data Integration Software ](https://www.g2.com/tags/on-premise-data-integration-software) [ Salesforce Appexchange Apps ](https://www.g2.com/tags/salesforce-appexchange-apps)[ Business Scheduling Software ](https://www.g2.com/tags/business-scheduling-software)[ Cloud Compliance Software ](https://www.g2.com/tags/cloud-compliance-software) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Riva+questions+and+get+answers+from+expert+users+in+our+Riva+Discussions+section.&title=Riva+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Riva+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Riva+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss%0aAsk+Riva+questions+and+get+answers+from+expert+users+in+our+Riva+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Riva+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss%0aAsk+Riva+questions+and+get+answers+from+expert+users+in+our+Riva+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") G2 Verified User in Computer Software • about 11 years ago More Options - [ # How does Riva connect to my CRM and email systems? ](/discussions/how-does-riva-connect-to-my-crm-and-email-systems) Riva Cloud communicates with the target email and CRM systems using a secure HTTPS connection based on which type of Riva Cloud account you are using: Single-user, Company, or Corporate. Visit the Riva knowledge base [Read more](/discussions/how-does-riva-connect-to-my-crm-and-email-systems) [ Salesforce AppExchange Tools ](https://www.g2.com/tags/salesforce-appexchange-tools)[ On-Premise Data Integration Software ](https://www.g2.com/tags/on-premise-data-integration-software)[ Email Tracking Software ](https://www.g2.com/tags/email-tracking-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Riva+questions+and+get+answers+from+expert+users+in+our+Riva+Discussions+section.&title=Riva+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Riva+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Riva+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss%0aAsk+Riva+questions+and+get+answers+from+expert+users+in+our+Riva+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Riva+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss%0aAsk+Riva+questions+and+get+answers+from+expert+users+in+our+Riva+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") G2 Verified User in Computer Software • about 11 years ago More Options - [ # What does Riva sync? ](/discussions/what-does-riva-sync) This will vary slightly depending on the CRM that you are using. For example, some CRM systems don’t support person accounts, quotes, or projects. - Contacts - Person accounts - Leads - Appointments - Meetings - Recurring events - Tasks - Email and attachments - Notes - Opportunities - Cases -... [Read more](/discussions/what-does-riva-sync) [ Salesforce AppExchange Tools ](https://www.g2.com/tags/salesforce-appexchange-tools)[ On-Premise Data Integration Software ](https://www.g2.com/tags/on-premise-data-integration-software)[ Email Tracking Software ](https://www.g2.com/tags/email-tracking-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Riva+questions+and+get+answers+from+expert+users+in+our+Riva+Discussions+section.&title=Riva+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Riva+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Riva+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss%0aAsk+Riva+questions+and+get+answers+from+expert+users+in+our+Riva+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Riva+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss%0aAsk+Riva+questions+and+get+answers+from+expert+users+in+our+Riva+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") G2 Verified User in Computer Software • about 11 years ago More Options - [ # Can I try Riva Cloud before I buy it? Trial version available? ](/discussions/can-i-try-riva-cloud-before-i-buy-it-trial-version-available) Riva offers a free 15-day trial for Riva Cloud and Riva On-Premise. Visit [https://www.rivacloud.com/live/](https://www.rivacloud.com/live/) to register for your trial. [ Salesforce AppExchange Tools ](https://www.g2.com/tags/salesforce-appexchange-tools)[ On-Premise Data Integration Software ](https://www.g2.com/tags/on-premise-data-integration-software)[ Email Tracking Software ](https://www.g2.com/tags/email-tracking-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Riva+questions+and+get+answers+from+expert+users+in+our+Riva+Discussions+section.&title=Riva+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Riva+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Riva+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss%0aAsk+Riva+questions+and+get+answers+from+expert+users+in+our+Riva+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Riva+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss%0aAsk+Riva+questions+and+get+answers+from+expert+users+in+our+Riva+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/riva/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/23c8b5f902a2a49a45b514e8ee6d9c57/riva.svg "Product Avatar Image") ### Have you used Riva before? Answer a few questions to help the Riva community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Friva%2Fdiscuss%3Fsmall_ask%3Driva) No ## Top Contributors in Riva 1 ![Dina S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dina S.") DS Loading... ### [Dina S.](https://www.g2.com/users/4f033133-f877-4740-b68c-9cd98142582f "Dina S.") Senior Executive Assistant 1 pt