CRM Platform
A CRM your team will actually use.
Manage contacts, companies, leads, opportunities and tasks in one clean, modern CRM — designed to be part of your broader business intelligence platform.
Contacts
A single place for every person you do business with.
Companies
Group contacts by company and see the full relationship in one view.
Leads
Capture inbound and outbound leads and move them through your process.
Opportunities
Track active deals and the work that drives revenue.
Tasks
Assign and complete the day-to-day work that moves the business forward.
Team & roles
Add team members and control what each role can see and do.
Part of a bigger platform
The CRM is one piece of RivadData. Combined with mobile data collection, analytics and reporting, it gives you a complete picture of your customers and your operations.
- Centralized contacts, companies and leads
- Track tasks and opportunities through to close
- Capture activity from the field through mobile forms
- Report on pipeline and performance from one dashboard
Pipeline
New3
Qualified2
Proposal2