FreeAgent CRM vs. Riva

FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. Work smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place. Lift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM.

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.