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features
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What is Wise-Sync?

Enhance your business's financial efficiency by eliminating manual errors while utilizing our exceptional invoice and payment synchronization. With Wise-Sync’s innovative technology, each transaction record is thoroughly validated in real-time, guaranteeing that your financial figures are both precise and trustworthy. You will also gain valuable insights into departmental performance through comprehensive PNL reporting, which helps pinpoint the areas that are most beneficial to your bottom line. This clarity allows for better resource allocation and strategic planning for a prosperous future. Furthermore, Wise-Sync empowers every department to operate as an independent business unit, simplifying the validation and organization of records in an instant. The efficiency gained enables your finance team to achieve the clarity needed to make impactful decisions, driving your business towards new opportunities. Consequently, you will be equipped to confidently navigate the intricate financial landscape, ensuring that your strategies are both effective and informed. In essence, Wise-Sync not only streamlines processes but also fosters a culture of proactive financial management throughout the organization.

What is Riva CRM Integration?

Riva serves as the essential link that integrates Salesforce with Outlook and other communication platforms like GSuite, providing your teams with tailored customer information precisely when and where it's required—this supports AI initiatives, generates dependable insights, and fosters meaningful engagement. We facilitate a smooth exchange of data across various applications, including email, calendars, contacts, tasks, and CRM systems. This integration not only synchronizes relationship data but also obviates the need for constant switching between tools, redundant data entry, and application juggling. Our smart synchronization offers real-time access to significant details, ensuring that every interaction with customers is impactful. Enhanced communication leads to increased productivity, shorter sales cycles, and stronger relationships. Our track record of over 1100 successful security evaluations highlights our dedication to safeguarding our clients' reputations and their customers' privacy. Riva's solutions not only meet but surpass regulatory compliance and security benchmarks. In today's workplace, we rely heavily on our email and calendar applications, which gather crucial information about the relationships pivotal to business success. When data regarding customer expectations and requirements is overlooked, everyone suffers, underscoring the necessity of maintaining comprehensive and accessible customer information.

Media

Media

Integrations Supported

Autotask PSA
CloudRadial
ConnectWise PSA
Gmail
Microsoft 365
Microsoft Dynamics 365
Microsoft Outlook
NetSuite CRM
Salesforce

Integrations Supported

Autotask PSA
CloudRadial
ConnectWise PSA
Gmail
Microsoft 365
Microsoft Dynamics 365
Microsoft Outlook
NetSuite CRM
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$25/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Wise-Sync

Date Founded

2013

Company Location

Australia

Company Website

www.wise-sync.com

Company Facts

Organization Name

Riva International

Company Location

Edmonton, Canada

Company Website

rivaengine.com

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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