G2 Crowd User in Computer Software

What does Riva sync?

almost 4 years ago

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

- Quotes

- Contracts

- Projects

- Custom fields

- Custom objects

- And more…

In addition, Riva pioneered time-saving email-to-opportunity and email-to-case features (Riva SmartConvert); the ability to assign emails to opportunities, cases, quotes, and custom objects (Riva AssignTo Folders); and smart links to CRM contacts and other records from email clients and mobile devices (Riva ConnectBar).