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Integration · CRM and files

LeadingReach

LeadingReach is connected with Rivvi when the org is set up for it. Referrals can arrive on a schedule. You act on the ones going cold. It is not a self-serve tile on this page.

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What it is

Referral sources on a schedule. Act on the ones going cold.

Your own credentials. Rivvi does not become your identity provider.

What it can do

  • Rivvi sets up the connection with you.

    This is not a paste-a-key flow on the public page.

  • Status arrives on a schedule.

    The list joins memory.

  • You decide what to do with a cold referral.

    Nothing writes to the EHR.

What you can ask

  • Which referrals have gone quiet?
  • Draft the follow-up for the ones still open.

Try it on your own data today.

Free to start. Most teams are using it the same day.