--- title: Riva Reviews meta_title: 'Riva Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 109 reviews by the users' company size, role or industry to find out how Riva works for a business like yours. aggregate_rating: rating_value: 4.1 review_count: 109 scale: '5' date_modified: '2026-06-30' parent_category: name: Sales Acceleration url: https://www.g2.com/categories/sales-acceleration --- # 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 highlight the **accuracy** of Riva's data processing, ensuring reliable and error-free evaluations for enhanced workflows. (3 reviews) - Users highlight the **time-saving automation** of Riva, enhancing productivity and making workflows seamless and efficient. (3 reviews) - Users find that Riva's **automation** greatly enhances productivity by simplifying workflows and ensuring accurate data synchronization. (2 reviews) - Users appreciate the **seamless CRM integration** of Riva, significantly enhancing productivity and data synchronization. (2 reviews) - Users commend Riva for its **expert customer support** , highlighting the team's responsiveness and effective problem-solving skills. (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 dislike the **automatic nature** of Riva, finding it difficult to perform tasks manually when necessary. (1 reviews) - Users dislike the **automatic nature** of Riva, finding it difficult to perform manual tasks when necessary. (1 reviews) - Users find the **automation difficulty** of Riva restrictive, making manual adjustments challenging when necessary. (1 reviews) - Users find the **automation issues** of Riva limiting, as it restricts necessary manual adjustments when required. (1 reviews) - Users find the **installation complexity** of Riva challenging, requiring significant support to complete the process. (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 ### 11. Great way to integrate Outlook/Exchange and Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Riva?** The solution is flexible and configurable compared to other vendors, and handles things on the back end instead of client-side. Support is excellent, and the team is always accommodating and responsive. **What do you dislike about Riva?** So far, I have no complaints, the solution is working as advertised, and end users are actively benefiting. **What problems is Riva solving and how is that benefiting you?** Riva is keeping Sales and Ops teams in sync concerning their Outlook and Salesforce meetings, emails and other items, which allows better collaboration and saves time that can be used productively for primary purposes instead of admin activities. ### 12. Great tool for synchronizing calendar and emails between Exchange and CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Sundar K. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Riva?** Allows option for on-prem installation, which eases security concerns for on-Prem Microsot Exchange environments. Once setup, works seamlessly with little intervention needed **What do you dislike about Riva?** Upgrade process is not seamless especially when switching to new windows platform **What problems is Riva solving and how is that benefiting you?** Synchronizing Email and Calendar events between Microsoft Exchange and Salesforce ### 13. RIVA is a good product in the market for Outlook integration with Salesforce **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Riva?** The security encryption on the product is top-of-the-line, hence from an infrastructure stability standpoint, it is a very robust tool. I think it is a leader in its domain in terms of security within the product and leads other competitors. **What do you dislike about Riva?** The user experience of the product is clunky, and if you have a lot of custom requirements, it gets worse. Works better with out-of-box salesforce product and not with an overly custom solution. **What problems is Riva solving and how is that benefiting you?** RIVA was helping my organization integrate salesforce with outlook, thereby increasing productivity for the sales teams. It has a robust security layer that is way better than salesforce's out of box integration tool. **Official Response from Leon Bilen:** > Dear User, Thank you for your applause about the top-of-the-tier security features or our products. We are sad to hear that you were not satisfied with the integration of Riva with your custom system, would you like us to schedule a call with you to review and see if we can do anything to improve? Best Regards, Riva Team ### 14. Work better tah expected ! **Rating:** 5.0/5.0 stars **Reviewed by:** Mauricio V. | Director de Servicios Profesionales, Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2018 **What do you like best about Riva?** The transparent and fully bidirectional integration between CRM and email. **What do you dislike about Riva?** Some caveats during configuration, specially with groupwise **What problems is Riva solving and how is that benefiting you?** simplifying the work for busy workers ### 15. Easy to use integration with Outlook and qualified third-party applications. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2022 **What do you like best about Riva?** Different ways to authenticate with Outlook wether basic auth, modern auth, certificate based. **What do you dislike about Riva?** You do need to well versed in how some Microsoft authenticate options work to make the most use of this tool. **What problems is Riva solving and how is that benefiting you?** We use Riva for intergration with a quote-based email system. Allows users to send quotes from the application without create a seperate email. ### 16. A platform we use both internally and recommend to our clients - Faye **Rating:** 4.5/5.0 stars **Reviewed by:** Cameron H. | Director of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2022 **What do you like best about Riva?** Riva interacts seamlessly with our SugarCRM system to archive all emails and link them to the correct accounts & contacts. This provides a complete 360 view of the customer's current situation and recent touchpoints. Within Customer Success when handling a large number of accounts it is very worthwhile understanding the other involved members of the team to avoid bombarding the client. **What do you dislike about Riva?** Riva is a bit on the pricey end, therefore offputting for some of the smaller businesses that we work with. This makes it a harder pitch to sell. I also think the UI could use a little bit of modernizing and more intuitive analytics. **What problems is Riva solving and how is that benefiting you?** Riva assists in solving a variety of problems we face in the business, chiefly the understanding of communication with our customers. The auto-record generation facilitates a smooth experience. **Official Response from John Beauchamp:** > Hello, Cameron. Thank you for the positive review. What types of improved analytics would you like to see? I would be happy to share your feedback with the product team. Please reach out using our secure help web page located here: https://rivaengine.com/resources/help/. Please mention that this is in response to your G2 review. Thank you! ### 17. A company focused on customer service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** August 08, 2022 **What do you like best about Riva?** At TD we use Riva to enable SF users to sync their emails with SF. Riva helps us meet critical data loss prevention needs for the bank which off shelf SF Outlook integration tools. **What do you dislike about Riva?** Riva has been a great partner to work with. Nothing much to dislike about Riva. **What problems is Riva solving and how is that benefiting you?** Riva helps TD meets the bank standards for data loss prevention for outlook integration without compromising on end users productivity ### 18. Riva keeps NetSuite and Outlook in Sync! **Rating:** 5.0/5.0 stars **Reviewed by:** Dan C. | Director Of Information Technology, Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2022 **What do you like best about Riva?** Riva is easy to configure, leveraging token-based authentication for the integration, and a custom role for limited permissions. Once the integration is complete, the synchronization policy is easy to set up and maintain. It's a no-hassle system that allows you to set it and forget it. **What do you dislike about Riva?** There's not much to dislike with Riva. Occasionally errors are encountered that require Riva Support, but those are few and far between. **What problems is Riva solving and how is that benefiting you?** Our Sales Team manages their activities through Outlook, but our Regional Managers need visibility into these activities via our CRM / ERP which is NetSuite. Riva provides tight integration between the two systems and enables our Sales Team to use Outlook or NetSuite without a concern about what is done where. ### 19. Riva was great **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Riva?** Riva was the perfect solution for syncing our team's emails and calendars to Salesforce to ensure we had a record of all customer activities. **What do you dislike about Riva?** There were some limitations in terms of sync settings and customization that I imagine have been addressed in the recent years. **What problems is Riva solving and how is that benefiting you?** Rive ensured all customer communications and meetings were tracked in our CRM. ### 20. Smooth and reliable **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Riva?** Easy to implement, we can sync custom objects and standard objects **What do you dislike about Riva?** some limitations which were not solved and it turned out a show stopper **What problems is Riva solving and how is that benefiting you?** Microsoft Outlook sync with SF ### 21. Smart integration between Oracle CRM on Demand and Outlook **Rating:** 4.5/5.0 stars **Reviewed by:** Muhammad A. | Sr. Systems Analyst - CRM, Enterprise (> 1000 emp.) **Reviewed Date:** February 28, 2018 **What do you like best about Riva?** Seamless and back-end integration between Outlook and CRM system. **What do you dislike about Riva?** There were a few things initially that we didn't like about RIVA but the support and engineering team were very quick in addressing those for us. **Recommendations to others considering Riva:** Very easy to use outlook to CRM integration application. Everything happens in the backend with little to no work need from the user. **What problems is Riva solving and how is that benefiting you?** The product has been helping us integrate/sync our users contacts and tasks between Outlook and CRMOD. This helps us keep our contacts cleaned n both system. ### 22. Riva outlook integration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Riva?** 1.outlook integration in realtime 2. Can sync standard and custom objects 3. Riva insight feature **What do you dislike about Riva?** 1. troubleshooting for failure in user data sync **What problems is Riva solving and how is that benefiting you?** outlook integration ### 23. Riva - great customer service **Rating:** 4.5/5.0 stars **Reviewed by:** Dina S. | Senior Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2018 **What do you like best about Riva?** I like the fact that the service is A1 - they are there when you need them and get the job done. **What do you dislike about Riva?** Sometimes information provided with one representative is not logged - as the information has to be rehashed with the next representative **What problems is Riva solving and how is that benefiting you?** Help filter Salesforce contacts and sync into Outlook **Official Response from John Beauchamp:** > Hello, Dina. Thank you for the positive review! I have shared your feedback with out Success Team manger. Best regards, John ### 24. Horrible experience **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** August 08, 2022 **What do you like best about Riva?** The tool has a lot of potential if/when it works. **What do you dislike about Riva?** We launched the tool to our users over a month ago. Yet, we're still having daily calls with Riva to try and address the litany of issues that are present in production but were not there in test. From the inability or +5 minutes to log into the server, +30 second searches, & extremely delayed sync cycles. This has been terrible. This is after a multiple week delay to get into testing and then another delay to complete testing due to so many items from the scope/config doc just missed. **What problems is Riva solving and how is that benefiting you?** Currently, Riva is trying to solve the problems with its own tool. We have yet to realize ANY benefit from this tool. **Official Response from John Beauchamp:** > Hello. Thank you for the frank feedback. I know this process has been very frustrating for you and the team. However, I hope we have demonstrated an unwavering commitment to addressing the issues. Our produce and service delivery teams have taken this feedback and are working on improving our processes and products to address the shortcomings you and your team experienced. Best regards, John ### 25. Riva make things easier **Rating:** 4.5/5.0 stars **Reviewed by:** Noman I. | Sr. Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Riva?** Riva seamlessly connects CRM to Outlook. **What do you dislike about Riva?** Previously synced items will not sync if deleted **What problems is Riva solving and how is that benefiting you?** Riva created smooth dataflow between multiple applications. Email is one of the big task, CRM , calendar and many more. Busniess performance increased, I am being more productive etc **Official Response from John Beauchamp:** > Hello, Noman. Thank you for the positive review! I would love to find someone to review your question about previously synced items that have been deleted not syncing. For all modules except email, Riva can be configured to sync the deletion of an item. For instance, if a Task is deleted or a meeting cancelled in the email system, Riva can detect the deletion and delete the corresponding item in CRM. (If the item was deleted prior to Riva being enabled, then I am afraid we cannot help there.) Please reach out using our secure help web page located here: https://rivaengine.com/resources/help/. Thank you! ### 26. Great Customer Service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2022 **What do you like best about Riva?** The customer service team is fantastic. They are very quick to respond and resolve any issues that you may have. Even if they can't work on or solve your issue immediately, they will let you know that your ticket has been received and that someone will work on it as soon as they can. I appreciate this as it is transparent and helps to manage expectations. **What do you dislike about Riva?** Sometimes the team can be too attentive (not a bad thing!) but it does get confusing when multiple people reach out and try to help you with the same issue. I would rather just deal with one person. **What problems is Riva solving and how is that benefiting you?** RIVA has been great in assisting us with keeping our user records clean and up to date. They also proactively reach out directly if they identify any errors and help out resolve the issue as quickly as possible. **Official Response from John Beauchamp:** > Hello. Thank you for the positive review! I have shared your feedback with our Success and Account Management teams. Best regards, John ### 27. Wonderfully simple, impressively consistent **Rating:** 5.0/5.0 stars **Reviewed by:** Sam S. | IT Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2022 **What do you like best about Riva?** Set up Riva sync with Salesforce to sync contacts to Outlook for multiple users. Literally never touched it after setup and NEVER had an issue. Low cost with hyper-responsive support. Was able to help me through self-induced confusion at setup. **What do you dislike about Riva?** Objectively speaking, nothing! The program was god-tier for what we needed **What problems is Riva solving and how is that benefiting you?** Syncing contacts created in SalesForce to multiple users on MS365 ### 28. Simple to Use and set up **Rating:** 4.0/5.0 stars **Reviewed by:** Ryan H. | S, Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2022 **What do you like best about Riva?** Easy to use. Simple to set up and configuration isn't to complex **What do you dislike about Riva?** Inability to have 2 instances set up if someone has 2 different email addresses in the business (niche case) **What problems is Riva solving and how is that benefiting you?** Currently unaware of any that impact myself. However if they could allow users 2 instances with different email addresses that'd help. ### 29. A good product which has improved over the years **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2018 **What do you like best about Riva?** The ability to synchronise appointments from Outlook to Sugar & vice versa **What do you dislike about Riva?** That the synchronisation sometimes fails with no warning but the support team are very helpful when this does happen **What problems is Riva solving and how is that benefiting you?** We use Rivasync to populate field staff Outlook calendar from our Sugar CRM **Official Response from John Beauchamp:** > Hello. Thank you for the positive review. I am happy to hear that the team has been able to help whenever there has been an issue with the sync. Please note that both Riva Cloud and Riva On-Premise can be configured to send email notifications whenever there is an issue with the sync. Please let me know if you would like me to share more information on who to set this up. These email notifications can help you get a head start on an issue before the users notice. If you hare interested, please reach out using our secure help web page located here: https://rivaengine.com/resources/help/ and request assistance with configuring email notifications. Thank you! ### 30. Riva Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2022 **What do you like best about Riva?** Simple, easy to use. Logs are available to review. **What do you dislike about Riva?** There were a lot of issues with the type of data being synced and recurring appointments. **What problems is Riva solving and how is that benefiting you?** We use Riva to sync Salesforce to Office 365 Email. **Official Response from John Beauchamp:** > Hello. Thank you for the feedback. We appreciate it. I am sorry to hear there were some issues with your implementation. I hope all the outstanding issues have been addressed, if not please reach out using our secure help web page located here: https://rivaengine.com/resources/help/. Best regards, John ### 31. Mixed results **Rating:** 3.5/5.0 stars **Reviewed by:** Silvia S. | Software Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2019 **What do you like best about Riva?** Effective in solving business problems for our company, excellent value proposition. Excellent product with an excellent customer service team. They resolve issues or concerns quickly and their products work perfectly in the background. Out of Box support for standard objects 2. **What do you dislike about Riva?** Occasionally, you need to log in multiple times. All rule customization must be done with the Riva team and it may take a while to recover it, depending on the work to be done. The integration of Infor OnPremise is not the best, because of the legacy nature of the product. The Riva-Cloud portal could be more intuitive, but it's okay. **Recommendations to others considering Riva:** Use the test and see for yourself. Make sure to think ahead and obtain all the appropriate customs in the initial offer to save time and effort. Make sure to think ahead and obtain all the customs from the initial offer to save time and effort. Carefully check the number of email addresses that need to be linked. **What problems is Riva solving and how is that benefiting you?** We needed to archive and associate each incoming or outgoing email with Cases, Projects, Opportunities, etc., in SugarCRM. We had a similar system before, so the only real change or benefit I can speak of for my role is that Riva seems to be easier or more timely to use because of the friendly items I mentioned in the "what you like most" section. Now that we have this information, we can interact more easily with our clients and potential clients and manage our account manager's activity. 12K contacts in Salesforce and we want all employees to have access to all contacts. ### 32. RIVA the integration specialist **Rating:** 4.5/5.0 stars **Reviewed by:** Subhabrata N. | Technical Leader, Enterprise (> 1000 emp.) **Reviewed Date:** July 23, 2019 **What do you like best about Riva?** Basic setup is so easy to integrate between 2 systems within couple of minutes. The support desk is very friendly and knowledgeable to review any issue and provide a solution very fast. Multiple RIVA instance can be reside in a single server with interfering each other. Any business specific customization required, RIVA support team helped as per your need. **What do you dislike about Riva?** The RIVA synchronization dash board need to show more maturity where we can able to see which users are synchronizing in real time. The licensing counter screen need to show more clarity. **Recommendations to others considering Riva:** RIVA is lightweight, easy to configure as per your business need, RIVA support will help if you need any business specific customization required. **What problems is Riva solving and how is that benefiting you?** Previously the SalesForce connector was used to integrate between Outlook and SalesForce, but its required to install the small applicaton in user laptop. It was not possible to who are using the iPad, RIVA is the best solution. No application need to install to any users system where ever he/she is either in Windows laptop of iPad, RIVA integrated in server end. ### 33. Great first experience with Riva CRM Integration! **Rating:** 4.5/5.0 stars **Reviewed by:** Mattia C. | Cloud Specilaist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2019 **What do you like best about Riva?** The software is very flexible and well integrated with G Suite (the purpose I need the most). The suppor personal is very kind and skilled! They help me a lot withe the initial configuration and troubleshooting during tests. **What do you dislike about Riva?** The only thing I find bad is the licensing management in the on premise sync tool. I find quite obsolete to always have to put manually the licensing file in a specific folder of the Riva Sync Manager. **Recommendations to others considering Riva:** Trust the support guys! They are great! (Many thanks to Pedro Climaco btw ;-)) **What problems is Riva solving and how is that benefiting you?** The customer where I installed the Riva CRM Integration will solve problems of lack of information (stored in CRM) in the office tools that they use in their day-by-day work (Gmail, Google Calendar, Google Contacts). With the Riva sync feature they will not have to move a lot of times from the CRM to Google G Suite and viceversa, because they allways will find the information they need in the user interface that they are using in that specific moment! ### 34. Advanced CRM with Email Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2019 **What do you like best about Riva?** It has so many integration facility like email, cases, opportunities, better customer management, task management and so many things. Custom field organizer is one of the best facility. **What do you dislike about Riva?** Sometimes late responding. Very less no of template available. Sometimes Token system also do not respond. **Recommendations to others considering Riva:** I recommend you to increase the server speed so it may be better. **What problems is Riva solving and how is that benefiting you?** Faster access to crucial information. It has made my work easier and in organized way and saves a lot of time. Improved order, inventory and quote management and so many things. ### 35. An excellent solution **Rating:** 5.0/5.0 stars **Reviewed by:** Jude A. | Director Of Product Development, Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2019 **What do you like best about Riva?** The seamless integration is my highlight of Riva. Literally blown away how easy it was to get up and running. Technical support has been fantastic. **What do you dislike about Riva?** I'm not a fan of how it has affected the colour coding in G Suite calendar but to be honest I'm yet to contact support about this. Maybe it can be resolved. **What problems is Riva solving and how is that benefiting you?** Our teams are now saving a lot more information about our clients in our CRM. ### 36. Riva Drive Our Data **Rating:** 5.0/5.0 stars **Reviewed by:** Fred B. | Support Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2019 **What do you like best about Riva?** Syncing to consolidate information between our Sugar and G Suite systems. **What do you dislike about Riva?** Nothing. I would always like to see ore tools in the web UI and that is coming along nicely. **What problems is Riva solving and how is that benefiting you?** We use SugarCRM and G Suite for email and calendaring. We have three policies for our different teams and Riva helps us to get critical information between these systems in near real-time. Email especially is important to our Support team (and others) while our Sales team heavily relies in email and their appolintments. **Official Response from Tawny DesGeorges:** > Fred, thank you so much for reviewing Riva. It's great to hear you're enjoying the experience and that Riva is helping you improve your support and sales efforts! ### 37. Riva A great experience to have **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2019 **What do you like best about Riva?** The support people will do whatever is possible to solve a problem and continually monitor and follow up. Don't see that very often. **What do you dislike about Riva?** I think they could improve on the phone part as you always have to leave a message instead of talking to someone who probably could solve the issue right there. **Recommendations to others considering Riva:** There is no other product out there like this. It is worth the investment because it just works!! **What problems is Riva solving and how is that benefiting you?** Mostly integration with CRM (goldmine) and Outlook (office 365). There are only 2 support people that have experience in this area, that I am aware of, thus limiting who responds. ### 38. Easy to integrate **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2019 **What do you like best about Riva?** I like the documentation and how you make easy to do the integration **What do you dislike about Riva?** For some specific questions is not easy to find the solution **Recommendations to others considering Riva:** Is a really good integration and is really powerful, in our case we empower our tool with this external integration, our MVP is the integration and I know for sure that in the future we will use more feautres from this platform **What problems is Riva solving and how is that benefiting you?** Building a bridge between Email system + Salesforce + My company's system ### 39. great experience! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Machinery | Enterprise (> 1000 emp.) **Reviewed Date:** July 19, 2019 **What do you like best about Riva?** easy to configure, easy to syncronize data, good look&feel **What do you dislike about Riva?** it's a good solution to sync calendar, contacts, emails and a lot of thing more between IBM Verse and C4C **Recommendations to others considering Riva:** we are integrating with C4C **What problems is Riva solving and how is that benefiting you?** we are going to stop using two calendars, one for IBM Verse and one for C4C, our Salesrep will be really really happy with this chane ### 40. Catastrophic services of synchronisation **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2018 **What do you like best about Riva?** Nothing, their synch services have been done for 4 DAYS!!! **What do you dislike about Riva?** EVERYthing, their synch services have been done for 4 DAYS!!! **Recommendations to others considering Riva:** DO not subscribe: these people do not know how to protect our data and they just randomly stop the synch services, for which they are paid **What problems is Riva solving and how is that benefiting you?** Nothing, their synch services have been done for 4 DAYS!!! ### 41. Great integration **Rating:** 4.5/5.0 stars **Reviewed by:** Matthew F. | Professional Standards Manager, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2018 **What do you like best about Riva?** I find Riva easy to use and intuitive. I have used Xplan integration and Riva is better. The ability to drag and drop or search is really helpful. I also like that I can decide which emails are tracked. Some other integrations I have used automatically track everything which can be problematic. **What do you dislike about Riva?** Occasionally need to log in multiple times. I also seem to be getting the interaction screen as small on my laptop so I am not sure if this is Riva or my laptop. I just wish you could drag emails with more than 80 characters in the subject heading. **Recommendations to others considering Riva:** I have used Xplan in the past and their email integration and Riva is a lot easier to use **What problems is Riva solving and how is that benefiting you?** Storing emails on CRM so that multiple staff can follow interaction. It allows us to follow what has happened when different staff speak to different clients. When you are evidencing to external parties your interactions, the ability to go to one spot makes a big difference. ### 42. Riva CRM Integration works well **Rating:** 4.5/5.0 stars **Reviewed by:** Brandy M. | Enterprise (> 1000 emp.) **Reviewed Date:** February 22, 2018 **What do you like best about Riva?** It's very user friendly because you just drag and drop in to the email file, or select "send and file" when issuing an email, and ideally it drops right where we need it to go in InforCRM. **What do you dislike about Riva?** There are some instances where the system experiences some sort of error, or does not recognize where to send the emails, so items do not always link to InforCRM...for top priority situations you often have to take extra steps to view if the item truly linked to InforCRM or not. **Recommendations to others considering Riva:** I do not have any recommendations at this time. **What problems is Riva solving and how is that benefiting you?** Riva CRM helps ensure the flow of information is available to many different departments by housing linked copies of communications to the tickets or accounts in our system. We had a similar system previously, so the only real change or benefit I can speak of for my role is that Riva seems to be a easier or timely in use because of the user friend items I mentioned in the "what do you like best" section. On the flip side of that while mentioning that we had a similar system previously, although Riva CRM is easier/faster to use, the previous system did seem to be more accurate and had much less instances of what I mentioned in the "what do you dislike" section. ### 43. It Sync's what no one else could **Rating:** 3.5/5.0 stars **Reviewed by:** Jonathan D. | Sales Operations Specialist, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2018 **What do you like best about Riva?** The integration with Infor OnPremise isn't a walk in the park, but once you get it going, it sync's what no other software could sync. The link between our CRM on premise and Marketo is a gem. Support is fast with the first touch and to help you feel like youre supported. **What do you dislike about Riva?** All customization of rules must be done with the Riva team and could take a while to get it back, depending on the work to be done. The integration for Infor OnPremise isn't the top of the line, because of the legacy nature of the product. **Recommendations to others considering Riva:** Make sure to map all the fields out and think of all the ways you want the data to flow in and out of the CRM. Make sure you think ahead of time and get all the customs fit in the initial offer to save time and effort. **What problems is Riva solving and how is that benefiting you?** Making sure I can sync my data from my CRM to my marketing automation plateform with little hassel. ### 44. Perfect for our setup **Rating:** 4.0/5.0 stars **Reviewed by:** Guy B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2018 **What do you like best about Riva?** We use Riva to link emails to our CRM (GoldMine). Previously we manually linked them in but you could never be sure that all users did so. We now can look in the CRM and have confidence that all emails are linked in. It saves time because we don't have to manually link emails in any more, and Outlook runs faster without the add-in installed. **What do you dislike about Riva?** Riva is billed per licenced email address. Some of our users have two email addresses so one user potentially requires two licences. Conversely shared email addresses such as customerservice@ can have more than one person operating but only consume one licence. **Recommendations to others considering Riva:** Check carefully number of email addresses that need to be linked in. **What problems is Riva solving and how is that benefiting you?** Seamless linking in of email to CRM systems. Also can synchronise calendars from CRM to Outlook calendars and probably more platforms. ### 45. Excellent integration between Outlook and Sugar **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan F. | Director of Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2018 **What do you like best about Riva?** Having each email logged to a client or prospect in Sugar is incredibly valuable for us. **What do you dislike about Riva?** Pricing is a little higher than I'd like it to be, but it's worth it for us as a small business **Recommendations to others considering Riva:** If you are trying to track email activity within Sugar CRM, this is a great solution. **What problems is Riva solving and how is that benefiting you?** Before our correspondence with clients and prospects was not being logged so if different people were conversing with the same person, we did not have a history of emails, which led to duplication of effort or confusion regarding the status of a lead. Now that we have this information, we can much more easily interact with our clients and prospects and manage our account manager's activity. ### 46. Simple way to sell more GSuite in a MS context **Rating:** 4.5/5.0 stars **Reviewed by:** Francesco P. | Sales Representative, Enterprise (> 1000 emp.) **Reviewed Date:** February 21, 2018 **What do you like best about Riva?** The semplicity and the fact that you can still think of pushing GSuite on a customer that ha s MS environment and it is happy with the CRM **What do you dislike about Riva?** I find it a little to expensive and there should be a longer complete trial version **Recommendations to others considering Riva:** It helps the company in the Cloud Journey, preserving the investment done on expensive agreements with Microsoft. We appreciated the simplicity of the deployment that was 100% held by riva and the customer. The Sales People can choose where to work, from the Gsuite side or the CRM side. It is crucial to work with the account in order to work on prices, the entry level is quite not usable and starting from the standard version it cost like a cloud service (Google GSuite or MS license). The fact that the sales department commonly it is not that vast helps a lot. It could be really helpful working a bit more on some plugin, chrome based, in order to enhance more functionalities and triggers to the integration. On interesting point is to build a dashboard system to monitor and make some data science using machine learning and alerting on a variety of cloud tools integrated using Riva. As already pushed, it will be nice to build an agreement with Google in order to provide a full license for free maybe for a year (payed by Google), in order to push the companies moving to the cloud and GSuite side (we have the same possibility with Softwatch, Change Management Tool). Cheers **What problems is Riva solving and how is that benefiting you?** I've just tried the Dynamics 365 Integration and helped me selling a whole GSuite solution to the customer covering the sales need that were working on MS ### 47. Outstanding Product with Seemless Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Robert B. | Partner, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2018 **What do you like best about Riva?** Initial set-up is very quick and permits seemless integration between Salesforce and Outlook. **What do you dislike about Riva?** My only criticism is that a re-sync may need to take place after large deletions of contacts in Salesforce (e.g., an accidental import duplicated Salesforce Contacts) **Recommendations to others considering Riva:** Riva is a great product and I highly recommend its use to provide seemless synchroinization between Salesforce and Outlook **What problems is Riva solving and how is that benefiting you?** Riva has enabled us to continually sync our Outlook and Salesforce contacts and calendars, providing us with greater flexibility with respect to large scale mailings. In addition, the sync of contacts and calendar events has permitted us to more rapidly grow our Salesforce database without the need to duplicate efforts inputting contacts. ### 48. Great Tools and Syncing Capabilities **Rating:** 4.5/5.0 stars **Reviewed by:** Nick S. | Enterprise (> 1000 emp.) **Reviewed Date:** April 16, 2018 **What do you like best about Riva?** Riva is a robust and highly customizable platform for syncing data between Salesforce and outlook. **What do you dislike about Riva?** Though there is a steep learning curbe, technical support has been exteremely helpful. **Recommendations to others considering Riva:** The interface may look outdated, the admin tools may look difficult, but initiate a plan on what the business rquirements are first. Then tackle the basic configuration. After getting used to the system, additional more advanced features can be configured. **What problems is Riva solving and how is that benefiting you?** Our sales reps are required to enter a certain amount of calendar events that must be synced between Salesforce and Outlook. It is possible to do this out of the box using some Salesforce connector but there are additional requirements our company required that the Salesofrce connector could not achieve. ### 49. Why doesn't every SFDC/Exchange user use Riva **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2018 **What do you like best about Riva?** Riva automates everything and is a best in class solution! **What do you dislike about Riva?** Nothing - the system performs exactly as expected. **Recommendations to others considering Riva:** Just do it - such an easy solution to a complex business issue **What problems is Riva solving and how is that benefiting you?** Getting sales people to log emails in a CRM is almost impossible. So we set out to find automated solutions to logging and we stumbled upon Riva. Since setting Riva up (which takes minutes) we haven't looked back - unless you consider the ability to look back at all email communications in SFDC looking back. Riva is fantastic and saves dozens of hours each month in double entry. ### 50. Solid back end CRM integration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2018 **What do you like best about Riva?** I am SysAdmin, so my experience with it is different from an end user. So far for me, this has been a good tool for our sales staff to link their outlook items automatically into CRM. When we first set it up, it took a little bit of work to get it running properly, but Riva support was very helpful. IT has now been running for years with minimal maintenance needed. **What do you dislike about Riva?** I have no real complaints with this software. From my perspective it works well and does what it should. I think that the end users would have better insight into what could work better for them. **What problems is Riva solving and how is that benefiting you?** This allowed our sales staff to have seamless integration between outlook items and the CRM. This saved them time from having to manually import it. ## 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?section=pricing&secure%5Bexpires_at%5D=2026-07-02+21%3A47%3A03+-0500&secure%5Bsession_id%5D=d2d64141-e49a-4f9e-a5d8-a84a87b78d4a&secure%5Btoken%5D=d8c6b029a0e31d7bfee19a0b9c38cae45a62eac9be2834dbd81a9c3107777686&format=llm_user) ## Riva Integrations - [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 (576 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)