# Riva Reviews **Vendor:** Omni Technology Solutions **Category:** [Email Tracking Software](https://www.g2.com/categories/email-tracking) **Average Rating:** 4.1/5.0 **Total Reviews:** 109 ## About Riva 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/ ## Riva Pros & Cons **What users like:** - Users praise the **accuracy of data processing** in Riva, enhancing reliable revenue operations and error management. (3 reviews) - Users enjoy the **time-saving benefits** of Riva, as it enhances productivity through seamless data synchronization and automation. (3 reviews) - Users value Riva for its **automation capabilities** , streamlining workflows and enhancing productivity through seamless integration. (2 reviews) - Users value the **seamless CRM integration** of Riva, enhancing productivity through reliable data synchronization across systems. (2 reviews) - Users value the **expert and responsive support** from Riva, enhancing their overall experience and productivity. (2 reviews) - Users find Riva's **ease of use** crucial for streamlined sales tracking and efficient workflow management. (2 reviews) - Users highlight the **easy setup** of Riva, simplifying migration and integration for enhanced productivity across teams. (2 reviews) - Efficiency (2 reviews) - Intuitive (2 reviews) - Reliability (2 reviews) **What users dislike:** - Users find the **automatic AI integration** challenging as it limits manual control when necessary. (1 reviews) - Users find the **automatic nature** of Riva limiting, making manual adjustments challenging when necessary. (1 reviews) - Users find the **automation difficulty** in Riva limits manual control when needed, complicating their experience. (1 reviews) - Users find the **automation issues** with Riva can hinder manual adjustments when necessary. (1 reviews) - Users find the **installation complexity** of Riva challenging, often requiring support for successful setup. (1 reviews) - Delays (1 reviews) - Difficult Setup (1 reviews) - Lack of Customization (1 reviews) - Learning Curve (1 reviews) - Learning Difficulty (1 reviews) ## Riva Reviews ### 1. Excellent for Business Growth and Team Success **Rating:** 5.0/5.0 stars **Reviewed by:** aqib j. | IT Administrator, Enterprise (> 1000 emp.) **Reviewed Date:** November 18, 2025 **What do you like best about Riva?** We are currently using it in our company, and it has been very beneficial for our business growth. **What do you dislike about Riva?** I haven't found any drawbacks while using it, so overall it works perfectly. **What problems is Riva solving and how is that benefiting you?** Riva has made our workflows more efficient by accelerating data processing and minimizing the amount of manual work required. ### 2. Riva Platform User Experience Review **Rating:** 5.0/5.0 stars **Reviewed by:** Danny H. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2025 **What do you like best about Riva?** Riva stands out for its seamless integration with major CRMs and email platforms. The platform is intuitive, reliable, and significantly enhances productivity by automating data synchronization across systems. The setup is straightforward, and the ongoing support from the Riva team is responsive and solution-oriented. **What do you dislike about Riva?** While the platform is robust, the reporting dashboard could be more customizable. Adding advanced analytics or user-specific views would enhance usability for larger teams with complex workflows. Occasionally, syncing delays occur during high traffic, though they are typically resolved quickly. **What problems is Riva solving and how is that benefiting you?** Riva eliminates the need for manual data entry, reducing human error and saving time across our organization. It ensures consistent data across platforms, which improves client engagement, sales forecasting, and internal collaboration. By automating sync and maintaining data integrity, Riva enhances operational efficiency and supports better decision-making. ### 3. Very reliable platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Riva?** The processing and evaluation of the data are very reliable and error-free. The connection to CRM tools works very well after setup. The support has a high level of expertise and is one of the best I have had contact with **What do you dislike about Riva?** The installation was a little more complicated and would not have been possible without the support of Riva. **What problems is Riva solving and how is that benefiting you?** Riva acts as an interface between Salesforce and the email system. Data from the CRM is provided individually for all users and can be accessed quickly and easily at any time ### 4. I have used Riva for clients financial services to maintain data. **Rating:** 4.0/5.0 stars **Reviewed by:** Lydia K. | D365 Finance Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Riva?** It provides comprehensive revenue data operations solutions and it is accurate. **What do you dislike about Riva?** I dislike the fact that it is automatic and makes it had to do things manually when need be. **What problems is Riva solving and how is that benefiting you?** It is solving big data integration, which is helpful to my organization. ### 5. Easy to Navigate **Rating:** 4.0/5.0 stars **Reviewed by:** Ronnie P. | Investigator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2025 **What do you like best about Riva?** Easy to use. Software us very easy to use and clear to understand. **What do you dislike about Riva?** There is not much that I dislike. Easy to navigate. **What problems is Riva solving and how is that benefiting you?** Email tracking, great solution. ### 6. Good experience **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Riva?** Helps with sales cycle and making workflows more seamless and easier to catch errors **What do you dislike about Riva?** Little tough to train and work through but ends up being worth it **What problems is Riva solving and how is that benefiting you?** Streamline sales and make reps more user friendly ### 7. My great relationship with Riva **Rating:** 4.0/5.0 stars **Reviewed by:** Alex R. | Enterprise (> 1000 emp.) **Reviewed Date:** March 19, 2024 **What do you like best about Riva?** Riva's ease of use has been essential to our Sales & Marketing teams at Janus Henderson to track sales activity in the Salesforce system. Additionally, we just migrated to the cloud version of Riva and the project management team laid out the implementation in a very straight forward manner making it easy for me to complete the migration. When we ran in to issues post migration, the support team was always super helpful and are willing to create enhancements based off customer feedback. **What do you dislike about Riva?** As a Riva admin for my company, I'm finding that in the newer cloud version of Riva we had some of our capabilities taken away. This makes it harder to troubleshoot certain issues for our users, and increases the time to resolution. Also, the updated interface for the Riva Insight bar has now created additonal clicks for our users when trying to send and track emails simultaneously. **What problems is Riva solving and how is that benefiting you?** First and foremost, Janus Henderson uses the sync portion of Riva's product stack to solve the need for tracking client interactions in our CRM system. Our Sales & Marketing teams heavily rely on Riva sync to track productivity. Secondly, we recently implemented the Bookings tool which lends a hand in solving the problem of Booking Friction. ### 8. RIVA is the best all in one **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Riva?** Riva has the best email syncing capability Activity capture capabilities Calendar syncing is easy Activity scheduling and reminders All in one with most up to date technology **What do you dislike about Riva?** Eainstein activity capture can be enhanced Not many things to dislike Only few things which can be enhanced and are in pipeline for next release The rates for Corp can have more promotions **What problems is Riva solving and how is that benefiting you?** Mainly the email synchronization and the activity capture like tasks and apppointments Calendar synchronization Reminder alerts and task alerts are also good and great ### 9. Good calendar sync between Salesforce Service Cloud and Google **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Riva?** The ease of adding users and having their calendars sync appointments from the google business accounts. The creation of appointments being allowed to originate from the google side made it easier for users. **What do you dislike about Riva?** As a higher ed institution, our users use their google calendars as personal accounts as much as work accounts and the riva tool was not as nimble at accounting for unique synchronizing rules/logic per user as our users would have wanted. **What problems is Riva solving and how is that benefiting you?** Syncing Salesforce Appointments with user's Google Calenders. While allowing users to create appointments/calendar events from the google side. This allows student support offices to display availability to students. ### 10. Connecting Service Cloud and Salesforce data **Rating:** 4.0/5.0 stars **Reviewed by:** Judah M. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2023 **What do you like best about Riva?** Addresses the majority of the security concerns. Most services can connect these multiple CRMs, but addressing data security has always been an issue. Riva has that covered, and I like it for that. It also helps to access calendar data seamlessly, especially with troublesome Exchange servers 😠 **What do you dislike about Riva?** It is pretty complicated to set up and not beginner friendly. **What problems is Riva solving and how is that benefiting you?** Managing client's data and and syncing emails ## Riva Discussions - [Can I try Riva Cloud before I buy it? Trial version available?](https://www.g2.com/discussions/can-i-try-riva-cloud-before-i-buy-it-trial-version-available) - 1 comment, 1 upvote - [View Riva pricing details and edition comparison](https://www.g2.com/products/riva/reviews/riva-review-633838?section=pricing&secure%5Bexpires_at%5D=2026-05-16+17%3A58%3A50+-0500&secure%5Bsession_id%5D=8f2bd66e-a24a-459d-9dcb-e52dfd26fccd&secure%5Btoken%5D=d7f63f4b135c1729e71874b266840982b449571c22b0491a46ad608f001ee0fa&format=llm_user) ## Riva Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Okta](https://www.g2.com/products/okta/reviews) ## Riva Features **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Security** - Compliance Monitoring - Data Loss Prevention **Integrations** - MS Teams Integration - Email Integration - Zoom Integration - Google Meet Integration - Salesforce Integration **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Compliance** - Governance - Data Governance - Sensitive Data Compliance **Branding & Customizatio** - Custom Booking Page - Personalized Links - Personalized Web Embed **Security** - Data Security - Data loss Prevention - Security Auditing **Customizations** - Email Platform Integration - Email Scheduling - Notifications - Email Categorization **Performance Analysis** - Coaching - Peformance Tracking **Administration** - Policy Enforcement - Auditing - Workflow Management **Automatic Rules & Configurations** - Set Working Hours - Automatic Updates - Buffer Times **Generative AI** - AI Text Generation **Identity** - SSO - Governance - User Analytics **Sales Analysis** - ROI Forecasting - Sales Forecasting **Agentic AI - Business Scheduling** - Autonomous Task Execution - Multi-step Planning **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Riva Alternatives - [Revenue Grid](https://www.g2.com/products/revenue-grid/reviews) - 4.6/5.0 (569 reviews) - [Cirrus Insight](https://www.g2.com/products/cirrus-insight/reviews) - 4.2/5.0 (1,467 reviews) - [Vendasta Yesware](https://www.g2.com/products/vendasta-yesware/reviews) - 4.4/5.0 (799 reviews)