Riivet

Riivet is a restoration-focused CRM and operating system for contractors handling insurance jobs. It suits teams seeking field tools and AI alongside job workflows; its paid beta, five-seat minimum for full access, and credit-based AI costs make the commitment substantial.

Overview

Built for water, fire, mold, storm, and reconstruction contractors, Riivet aims to carry jobs from first notice of loss through final payment. Its restoration focus and broad toolset are a stronger fit for insurance work than a general-purpose CRM, but the company describes the product as an early paid public beta: occasional bugs and rough screens are to be expected. Teams that need a mature, predictable system should weigh that risk carefully.

Key features

The platform brings CRM, scheduling, contents, documents, e-signatures, team chat, and a mobile app together. Field teams can use LiDAR scanning on iPhone or iPad Pro, with Xactimate-compatible export. Direct Verisk integration is still in development, so teams that require that connection now should not count on it.

AI tools span estimating, carrier negotiation drafts, marketing, analytics, training, contents photo tagging, and a 24/7 AI receptionist. The range could consolidate several tasks, but AI Estimating and AI Negotiations use Studio Credits; the seat price alone does not cover unlimited use of those features.

Integrations cover QuickBooks, Xero, Stripe, Square, Slack, Microsoft Teams, Google Drive, Dropbox, OneDrive, Box, Google and Outlook calendars, ClaimXperience, Symbility, and XactAnalysis, plus Zapier, Make, webhooks, and an API. Migration support can reduce switching effort: guided onboarding covers DASH, Albi, Xcelerate, PSA, and JobNimbus, while the pricing FAQ says most CRMs that can export data can be migrated.

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. 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. That distinction matters for organizations whose vendor requirements demand completed SOC 2 certification.

Support includes an in-app AI assistant, bug reporting, and feedback. High-priority issues are frontloaded for resolution, usually within hours. A 24-hour test run offers full platform access without a credit card or commitment; a person sets up the account and reaches out within one business day. This provides a way to assess the beta before paying, though it is only a one-day evaluation.

Pricing

Riivet has no free plan. Its paid options start at $99 a month per seat, but the plan and terms determine what that price buys.

Core (expected at release): $99 a month per seat. CRM, scheduling, contents, LiDAR/360 scanning, documents, e-signatures, team chat, and mobile app. It covers core workflows, but excludes Premium's AI reports and analytics, automations, AI marketing and receptionist, BOS, training, rewards, and integrations. Release pricing is expected and subject to change.

Early beta · full platform: $99 a month per seat. Full platform access, with a five-seat minimum and a $2,500.00 USD one-time onboarding fee. AI Estimating and AI Negotiations use Studio Credits. It is the route to full access at the Core seat price, but the minimum, onboarding cost, and credit charges raise the effective commitment. It can be cancelled anytime.

Premium (expected at release): $199 a month per seat. Everything in Core plus AI reports and analytics, automations, AI marketing and receptionist, BOS, training, rewards, and integrations. It is the more complete release plan for teams that need those capabilities; its expected price is subject to change.

Studio Credits are separate monthly plans: Starter is $500 a month for 10 credits ($50 per credit); Growth is $1,000.00 USD for 25 ($40 each); Pro is $1,600.00 USD for 50 ($32 each); Scale is $2,700.00 USD for 100 ($27 each); and Enterprise is $5,500.00 USD for 250 ($22 each). Each tier rolls unused credits over for one month, subject to caps of 20, 50, 100, 200, and 500 credits respectively. Overage rates are $65, $50, $40, $32, and $27 per credit in the same order. Higher tiers lower the per-credit price but require a larger monthly spend; teams should estimate usage before choosing.

Guided onboarding is $2,500.00 USD one time and includes workspace setup, data migration, remote training, and a dedicated onboarding lead. That service may ease a complicated move, but the fee is in addition to seat and credit costs where applicable.

Platforms

Riivet supports Android, iOS, web, and API access. LiDAR scanning is specifically supported on iPhone or iPad Pro.

Who it's for

Riivet is aimed at insurance restoration contractors managing water, fire, mold, storm, or reconstruction work. It is most compelling for teams that value restoration-specific workflows, field capture, integrations, and a broad AI toolkit enough to accept beta-stage roughness and additional credit costs. Smaller teams, buyers unwilling to meet a five-seat minimum, and organizations requiring SOC 2 certification should look elsewhere.

Pros and cons

Pros

Restoration-specific job coverage: CRM, scheduling, contents, field documentation, scanning, and e-signatures address work across an insurance restoration job.

Broad integration and migration options: Accounting, payments, file, calendar, and industry connections, plus named migration paths, can ease fit with an existing operation.

Full-access test run: The 24-hour evaluation requires no card or commitment, giving teams a brief chance to assess the beta before purchase.

Cons

Beta maturity: Riivet warns of occasional bugs and rough screens, a meaningful drawback for teams that need dependable workflows.

High entry commitment: Full beta access requires five seats and $2,500.00 USD onboarding, before any Studio Credits.

AI costs can exceed seat pricing: Estimating and negotiation consume credits, with monthly credit plans ranging from $500.00 to $5,500.00 USD and additional overage charges.

No completed SOC 2 audit: Security controls are designed against the criteria, but the company is not certified or compliant.

Alternatives

Proof Restoration OS is worth comparing if a free entry point matters: its Proof Pulse plan is free and includes two seats, 50K AI tokens, 50 vision analyses, and 1 GB storage, though it includes no call minutes or SMS.

Cortex by JobDox may fit teams considering a defined user allowance and coin quota: Cortex Essential is $550.00 USD every 28 days for 1–10 users and 750 Cortex Coins per cycle, with a 12-month minimum.

Lever360 is an alternative for smaller, single-location operators: Business 7 is $378 a month with a one-year commitment, one-time $699 setup, and up to seven users.

RestoreAssist offers a 15-day free trial with 50 inspection report credits and 30 Quick Fill credits, a longer trial window for buyers who want more time before subscribing.

Job Workflow PRO is another option for general construction and contractor job tracking; its Starter plan is $249 a month for 10 seats.

Kaldrex has a lower-cost Solo plan at $29 a month for one user and one trade, making it an option for a single-user budget.

RestorationPro starts with Field at $65 per user per month for up to 50 active claims, and offers Office at $95 per user per month for unlimited claims.

RoomLens Pro is an alternative with a Starter plan at $249 a month for up to 50 jobs monthly and five team members.

For a broader comparison, see Restoration Management Software.

Verdict

Riivet is best for insurance restoration teams that want job workflows, mobile scanning, integrations, and AI in one restoration-focused system. Its breadth is the clearest reason to choose it; its paid-beta status, five-seat minimum, onboarding charge, and credit-based AI are the strongest reasons to look elsewhere. Take the no-commitment test run first, and proceed only if the current beta and total costs suit the operation.