Launching in July 2015, Riva now has the capability of integrating your Gmail and Google Apps to your favourite CRM like GoldMine and Sage.
Gmail Integration
Riva synchronizes appointments, contacts, email, opportunities, cases, quotes and other CRM objects directly between Gmail and your CRM. Here you see an email that has been processed and synchronized from Gmail to CRM because it has the “Processing Complete” label assigned to it.
Synchronise Contacts and Leads
Riva seamlessly syncs CRM contacts and leads automatically and identifies them with a CRM label to to keep CRM contacts separated from your personal contacts. Contacts and leads can be synchronized in both directions.
Synchronise your Google Calendar with CRM
You can choose to sync your calendars to/from your default Google calendar or to a separate CRM-labeled calendar.
Display data as email on mobile devices
Riva can be configured to display CRM opportunities, cases, quotes, projects, and custom objects so they appear in the related Folders in Gmail. Because they are created as emails that contain the CRM information, this information can be viewed on all Gmail clients including mobile devices. Using Riva’s single-click Connect Bar, users can open the specific records in CRM in View or Edit mode.
For more information on Riva and how it integrates to GoldMine, Sage and other leading CRMs, please contact Wizard Systems.
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