RoloCRM - Hubspot Submission
Introduction
RoloCRM is an app that changes the way businesses use CRMs on mobile phones. Traditionally, mobile CRM apps have been extensions of their desktop version. RoloCRM takes a mobile first approach to CRMs.
RoloCRM can be used as a front-end to popular CRMs in the market. When used in this manner, it automates day to day CRM tasks and makes them easier to perform.
Features
1. Automatic Call & SMS Logging
RoloCRM automatically logs all customer calls and SMSes to CRM. This helps businesses capture more information in their CRM, which in turn leads to better decision making.
2. Innovative UI
RoloCRM has an innovative approach to CRM UI. The app displays calls and SMSes exchanged with customers and lets users update information about calls using a slide out menu.
This helps users in two ways. First, it removes the need for CRM training – if you know how to use your dialer/SMS, you know how to use the CRM! Second, it lets users update their CRM as they go along with their daily routine of calling and messaging their clients.
3. Roloscope
The Roloscope is a floating bubble that appears during client calls. Tapping on the Roloscope displays client history from CRM. Having critical CRM information handy during customer calls speeds up decision making.
4. SMS Scheduler
The SMS scheduler helps users set up reminders for customer meetings and bill payments. This helps users follow up with their clients while having this information automatically tracked in their CRM.
Register for an account
Login using your Hubspot credentials
Install the Mobile App
Now, your account is ready and you’ll receive instructions to install the mobile app on your registered email
If you do not receive the email or have any questions, please reach out to [email protected]
Instructions for Basic Configuration
Getting Started with the Mobile App
Select Hubspot and login using your Hubspot credentials
Allow RoloCRM to manage Calls and SMS messages
Contacts in RoloCRM
RoloCRM automatically imports all your Hubspot contacts once you setup Hubspot with RoloCRM. You can add contacts using the RoloCRM mobile app or directly using Hubspot. You’ll find Import Contacts under Settings>Contacts in the RoloCRM mobile app.
How do team members login to RoloCRM team once the account is set up
Once the administrator registers for an account, team members can directly login to RoloCRM. They just need to install the RoloCRM mobile app and choose Login. No need to register.
Anyone from the team can login to the RoloCRM app directly using the email id registered with Hubspot.
How call logging works
When you make a call or receive a call from a customer, RoloCRM automatically logs the call to Hubspot.
How SMS logging works
When you send an SMS or receive an SMS from a customer, RoloCRM automatically logs the SMS to Hubspot.
