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Riivet

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What Riivet is

Riivet is a CRM and operating system for insurance restoration contractors, covering jobs from first notice of loss through final payment. Its listed workflows include estimating, crew scheduling, field documentation, photo capture and Xactimate-compatible export. AI tools include estimating, carrier negotiation drafts, marketing, analytics, training, contents photo tagging and a 24/7 AI receptionist. LiDAR scanning is supported on iPhone or iPad Pro; direct Verisk integration remains in development. Integrations include accounting, payments, team communication, file storage, calendars, claims systems, automation tools, webhooks and an API. Guided onboarding can migrate data from DASH, Albi, Xcelerate, PSA or JobNimbus, and the pricing FAQ says migration is possible from most CRMs that can export. Riivet calls its current offering an early paid public beta and says users should expect occasional bugs and rough screens. The early beta full-platform plan is $99 a month per seat, with a five-seat minimum and a 2500.00 USD one-time onboarding fee. A 24-hour full-access test run is available without a card or commitment.

Who it suits

It is intended for insurance restoration contractors working in water, fire, mold, storm or reconstruction. It may suit teams seeking job workflows alongside AI tools, mobile access and CRM migration support.

What it does well

  • Covers jobs through final payment.
  • Includes estimating, scheduling and field documentation.
  • LiDAR scanning works on iPhone or iPad Pro.
  • Migration from several named CRMs is offered.
  • 24-hour test run requires no card or commitment.

What to know first

  • Product is in early paid public beta.
  • Users may encounter bugs and rough screens.
  • Early beta plan requires five seats.
  • Onboarding costs 2500.00 USD once.

Limits

The $99 per seat per month Early beta full-platform plan requires at least five seats and a $2,500.00 USD one-time onboarding fee. AI Estimating and AI Negotiations use Studio Credits. Riivet describes the service as an early paid public beta where occasional bugs and rough screens are possible.

Plans

PlanBilled and limitsPrice
Studio Credits Growth25 credits per month; $40 per credit. · Unused credits roll over one month, capped at 50 · overage $50 per credit$1,000 a month
Studio Credits Pro50 credits per month; $32 per credit. · Unused credits roll over one month, capped at 100 · overage $40 per credit$1,600 a month
Premium (expected at release)Per seat, per month; expected release pricing, subject to change. · Everything in Core · AI reports and analytics · automations · AI marketing and receptionist · BOS · training · rewards · integrations$199 a month
Guided onboardingOne-time fee. · Workspace setup · data migration · remote training · dedicated onboarding lead$2,500, paid once
Studio Credits Scale100 credits per month; $27 per credit. · Unused credits roll over one month, capped at 200 · overage $32 per credit$27 a month
Studio Credits Starter10 credits per month; $50 per credit. · Unused credits roll over one month, capped at 20 · overage $65 per credit$500 a month
Studio Credits Enterprise250 credits per month; $22 per credit. · Unused credits roll over one month, capped at 500 · overage $27 per credit$5,500 a month
Core (expected at release)Per seat, per month; expected release pricing, subject to change. · CRM · scheduling · contents · LiDAR/360 scanning · documents and e-signatures · team chat and mobile app$99 a month

The first 8 of 9 plans, as riivet.ai lists them, read 29 Sept 2026. The maker's own page has the final word. Every plan

Getting started

  1. Open Riivet's website and arrange the 24-hour test run.
  2. Provide the details needed for a person to set up the account; expect contact within one business day.
  3. Use the full platform during the test run without a credit card or commitment.
  4. For paid use, select the Early beta full-platform plan, which has a five-seat minimum.
  5. Arrange the one-time onboarding, which includes workspace setup, data migration, remote training, and a dedicated lead.

Verdict

Riivet combines contractor CRM workflows with scanning, integrations and a broad set of AI features. Its beta status, seat minimum and one-time onboarding fee are important considerations before a team adopts it.

Questions

Is there a free plan or trial?

There is no free plan. Riivet offers a 24-hour full-platform test run without a credit card or commitment.

How much does the early beta full-platform plan cost?

It costs $99 per seat per month, with a five-seat minimum and a $2,500.00 USD one-time onboarding fee.

Which platforms does Riivet support?

Riivet is available on web, Android, and iOS, and it lists an API.

Which integrations are listed?

They include QuickBooks, Xero, Stripe, Square, Slack, Microsoft Teams, Twilio, cloud storage and calendar services, claims platforms, Zapier, Make, webhooks, and an API.

Can Riivet migrate data from another CRM?

Guided onboarding includes migration from DASH, Albi, Xcelerate, PSA, or JobNimbus. Riivet says it can migrate from most CRMs that can export.

Is Riivet SOC 2 certified?

No. The company says its controls are designed against SOC 2 Trust Services Criteria, but it has not completed a formal audit and is not SOC 2 certified or compliant.

Facts from Riivet's own pages

AI features
Its AI features include estimating, carrier negotiation drafts, marketing, analytics, training, contents photo tagging, and a 24/7 AI receptionist. · riivet.ai, 29 Sept 2026
Beta status
Riivet describes itself as an early paid public beta and says users should expect occasional bugs and some rough screens. · riivet.ai, 29 Sept 2026
Data import
Guided onboarding includes migration from DASH, Albi, Xcelerate, PSA, or JobNimbus, and the pricing FAQ says it can migrate from most CRMs that can export. · riivet.ai, 29 Sept 2026
Free test run
The company offers a 24-hour test run with full platform access, no credit card, and no commitment; a person sets up the account and reaches out within one business day. · riivet.ai, 29 Sept 2026
Integrations
The integrations page lists QuickBooks, Xero, Stripe, Square, Slack, Microsoft Teams, Twilio, Google Drive, Dropbox, OneDrive, Box, Google and Outlook calendars, ClaimXperience, Symbility, XactAnalysis, Zapier, Make, webhooks, and an API. · riivet.ai, 29 Sept 2026
Intended users
Riivet says it is built specifically for insurance restoration contractors working in water, fire, mold, storm, or reconstruction. · riivet.ai, 29 Sept 2026
Scanning
The platform supports LiDAR scanning on iPhone or iPad Pro and describes Xactimate-compatible export, with direct Verisk integration in development. · riivet.ai, 29 Sept 2026
Security
Riivet says it uses PostgreSQL Row Level Security, TLS 1.2+ in transit, AES-256 at rest, and daily encrypted backups with seven-day point-in-time recovery. · riivet.ai, 29 Sept 2026
SOC 2 status
The company says its controls are designed against SOC 2 Trust Services Criteria, but it has not completed a formal audit and is not SOC 2 certified or compliant. · riivet.ai, 29 Sept 2026
Support
The product includes an in-app AI assistant, bug reporting, and feedback; the pricing page says high-priority issues are frontloaded for resolution, usually within hours. · riivet.ai, 29 Sept 2026
What it does
Riivet is a CRM and operating system built for insurance restoration contractors, covering jobs from first notice of loss through final payment. · riivet.ai, 29 Sept 2026

Where Riivet stands on Freedom251

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