Features

RoloCRM automatically logs customer calls and SMS messages. But that’s not all! There is a lot more you can do with RoloCRM.

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Easy To Use

RoloCRM looks like a dialer but works like a CRM. If you know how to make a call and send an SMS, you know how to use RoloCRM!

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Easy Menu

Swipe right on any row to reveal a quick-action menu. The EZ Menu gives you easy access to notes, events, and SMS scheduler.

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Automatic call & SMS logging

Let us kill copy-paste together! No more manual logging. Calls and SMS messages that you exchange with your client contacts are automatically logged when you use RoloCRM.

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Reminders

Set reminders immediately after a call or when you get an SMS. A powerful tool for follow-up.
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1-Touch CRM lookup during calls

Just tap the floating badge that appears when you make or receive a call. You will get instant access to complete client history.
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SMS Scheduler

Type an SMS message now and schedule it for later. Useful to remind clients about upcoming meetings or deadlines.
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Business Card Reader

In-built business card scanner. Helps you turn the business cards on your desk to contacts on your CRM.
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Know who said what to a customer

Are we missing follow-ups? Did we return that phone call? Did we get paid for that invoice? You have questions? We have answers!
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Maintain One Address Book For Your Entire Company

Customer Information is a business asset. Store this information safely and centrally. Ensure that only the right people get access to it.
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Contact Filter

Interesting new ways to filter your contacts. Want to look only at people who you have not interacted with in the last 7 days? We’ve got you covered.

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Route 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.

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Attachments

Powerful attachment module which supports different kinds of attachments – events, payments, images, documents, addresss (from GPS).

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Advanced Missed Call Alert

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!

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RoloCRM On The Web

All the powerful features of RoloCRM on your desktop and mobile. When you need to look at the bigger picture, you need a bigger screen.
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Report

Know how your campaigns are performing with detailed reports. Activity Report, Lead Sources, Booking Activities

What Next?

Still have questions? We are happy to explain how RoloCRM can help your business.