Features
RoloCRM is packed with features that will improve your telecalling performance. That is why RoloCRM is trusted by companies across a variety of industries including Financial Services, Real Estate, Education and Healthcare.
FEATURE
Advanced Contact Management
- Upload contacts from your computer or Google Drive
- Assign contacts equally amongst your team or using any other criteria
- Filter contacts on any basis and re-assign as needed
- During re-assignment, you can either delete contact history or retain it
Call Queues
Every time you assign a set of contacts to a caller, you can group them into a call queue. For example, you can assign all leads from a particular source to a call queue
- Group contacts into a named call queues
- Reports can be segmented by call queues. Helps you measure and compare performance of your lead sources
- Send Whatsapp messages to prospects without having to save their numbers on your phone
- Automatically trigger SMS after call. Can be used to send information like product info or appointments
Churn Unconnected Calls
What happens when a call does not get connected?
- The contact gets pushed to the end of the queue
- After all other contacts are attempted, RoloCRM automatically tries to call the contact again.
- Number of retries can be controlled via a setting on the admin panel
FEATURE
Roloscope - Powerful CallerID
FEATURE
Callback Handling
What happens when a prospect returns your call?
- The call goes to the caller who contacted the prospect
- The caller gets one touch access to the prospect's history using Roloscope
- Post-call dispositions and notes can be added from the Roloscope
FEATURE
Missed Call Alerts
Advanced missed call alerts that notifies you when your team member misses a call from customer. Don’t let any lead slip through the cracks!
FEATURE
Know who said what to a customer
RoloCRM tracks the complete history of all interactions with a contact. Calls, SMS and Emails are automatically logged. This means that at any point in time, you know who has spoken to a customer and what they have told them.
FEATURE
Easy To Use
RoloCRM is thoughtfully designed and architected to make your life easier. Telecallers love using it. That means more data and improved performance!
FEATURE
Task Manager
Use the in-built task manager to work together with your team to wow your customers. A simple, but powerful way to ensure that you keep every promise you make to your customers.
FEATURE
Events
FEATURE
SMS Scheduler
FEATURE
Trip Tracking
Planning multiple customer visits in a day? Want to log each one of them and track your timelines and mileage? The in built trip tracker can help you track your daily routes.
FEATURE
Easy Menu
Swipe right on any row to reveal a quick-action menu. The EZ Menu gives you easy access to tasks, notes, events, and SMS scheduler.
FEATURE
A Complete Tool-belt
A complete tool-belt that helps you manage and track customer interactions. You can add events, track physical visits (using address from GPS) and a lot more.
FEATURE
Business Card Reader
FEATURE
RoloCRM On The Web
FEATURE
Reports
- Conversion Report - Tells you how well each person is converting leads to customers
- Calls Report - Tells you how many calls each callermade and how long they spoke with each prospect on an average.
- Attendance Report - Tells you how long each caller worked and how many breaks they took
Excellent Customer Support
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