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What is Riva CRM Integration?
Riva CRM Integration delivers transparent, always-on, server-side, two-way synchronization of appointments, tasks, notes, phone calls, contacts, leads, and accounts between the leading CRM systems and leading email systems.
Riva CRM Integration is installed once on a server in your environment (physical or virtual). Your Riva administrator has full control over which CRM information is synchronized to your email system. Riva's advanced integration features allow CRM opportunities, support cases, quotes, etc. to be synchronized to your email server and be opened directly from your email client. The Riva AssignTo feature allows you to assign an email to an existing contact, opportunity, support incident, or quote with a simple drag-and-drop from your inbox.
Anywhere, any time access to CRM data – for all desktop and mobile clients
Because Riva provides synchronization directly between the target CRM and email systems, there are no Outlook plug-ins, IBM Notes Windows plug-ins, browser plug-ins, or mobile applications to install on any laptops, desktops, or mobile devices. Riva supports all Office 365, Exchange, IBM Notes, Gmail, G Suite, and GroupWise clients — in on-line and caching mode — including Outlook Web Access, Outlook on Windows, Outlook 2015/Outlook 2011 for Mac, Mac Mail, Entourage, Evolution, IBM Notes, Verse, Citrix, and all browser clients. Enter a task as complete on your Microsoft ActiveSync, IBM Traveler, Novell DataSync, BlackBerry Enterprise Server, or GroupWise Mobile Server mobile device, and that task is marked as completed in your CRM. Riva CRM Integration is compatible with Office 365; Microsoft Exchange 2016, 2013, 2010, 2007, and 2003; all Mac for Exchange clients: IBM Notes, IBM Verse, iNotes and other Notes clients; Gmail and G Suite; and GroupWise 2014, 2012, 8, and 7.0.3 and all GroupWise clients. Riva provides access to your CRM data from your email client - any time, anywhere!
Types of Riva servers for Office 365, Exchange, Gmail, G Suite, IBM Notes, and GroupWise
Server-side, always-on synchronization replaces email client, mobile app, and browser plug-ins
Looking for information on Riva Cloud - synchronization in the cloud?
Riva Cloud delivers Synchronization-as-a Service (SaaS) — without having to install or manage Riva on a server in your environment. Riva Cloud delivers the power of Riva — in the Cloud. Riva Cloud is recommended for everything from small numbers of users to large organizations that want to leverage the power and simplicity of the Cloud. For more information, see Riva Cloud - Synchronization in the Cloud.