--- 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: '2026-07-17' 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 value the **accuracy** of Riva, noting its reliable data processing and seamless CRM integration. (3 reviews) - Users value Riva for its **time-saving automation** , enhancing productivity through seamless integration and reliable data synchronization. (3 reviews) - Users highlight Riva's **automation capabilities** that streamline workflows and enhance productivity through seamless data integration. (2 reviews) - Users benefit from the **seamless CRM integration** of Riva, enhancing productivity through reliable data synchronization. (2 reviews) - Users commend Riva's **expert customer support** , noting its responsiveness and high level of expertise in resolving issues. (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 integration** , which hinders their ability to perform manual tasks when necessary. (1 reviews) - Users find the **automatic nature** of Riva limiting, making manual control difficult when needed. (1 reviews) - Users express frustration with the **automation difficulty** of Riva, finding it challenging to perform manual tasks when needed. (1 reviews) - Users find the **automation issues** of Riva frustrating, as it limits manual control when needed. (1 reviews) - Users find the **installation process complicated** , often needing support from Riva to complete it successfully. (1 reviews) - Delays (1 reviews) - Difficult Setup (1 reviews) - Lack of Customization (1 reviews) - Learning Curve (1 reviews) - Learning Difficulty (1 reviews) ## 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?page=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-01+17%3A08%3A53+-0500&secure%5Bsession_id%5D=af62d1bc-bbee-4dde-9b9f-418bba0b046d&secure%5Btoken%5D=b49f1d5cc53806883ebbae53f8ad9bd1faa6cb75637b55ba1fcd74e3ea434931&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 (580 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)