RoloCRM - Information & Instructions For Testing

Introduction

RoloCRM is a simple but powerful CRM that helps businesses track their customer contacts and conversations. Sales reps can enter data without having to learn complicated software.  Business can get better visibility without having into invest time in training and configuration. It is a win-win.

What makes RoloCRM different?

1. A simple user interface that looks like the dialer on your phone. You don’t need to train anyone and your team will love it.
2. Automatic logging of customer calls and SMS messages
3. One touch access to complete customer history during calls

Simply put we automate as many CRM tasks as possible & we make it easy to do the rest.

RoloCRM works standalone and in conjunction with other CRMs.

For a complete list of features please refer to https://rolocrm.in/features

To help you understand RoloCRM’s features, we have setup a test account. The credentials for this account are available on the submission form.

Signing into RoloCRM

PLEASE READ CAREFULLY

RoloCRM is available on Android and as a web app.

When you attempt to login, RoloCRM will ask you for an email address. You will receive a 6-Digit One Time Password (OTP) at this email address. You need to enter this OTP to login.

As mentioned above, we have setup a test account for you on RoloCRM. The email address and password associated with this test account has been provided on the permissions declaration form.

Please do the following to Login to RoloCRM

1. On the login screen, type out the email address provided on the permissions declaration form
2. Retrieve the OTP from the GMail account using the credentials given on the permissions declaration form.
3. Enter the OTP on the next screen to proceed further

Sign in using  the App

Sign In On the desktop web

In order to login to RoloCRM on the web, navigate to the link below and follow the instructions https://web.rolocrm.in/#/onboard/signin

Managing Teams

The test account has been setup with a team. Use the instructions below to

1. Assign customer contacts
2. Remove a member from the team.

Assign Contact To Team Member – On Mobile

Assign Contact To Team Member – On Web

Remove Team Member – On Mobile

Remove Team Member – On Web

Adding Contacts - On Mobile

There are many ways to add a customer contact to RoloCRM. You can
1. Import contacts from your Android phone book
2. Simply add a new contact using the App
3. EZ Add – convert calls to leads.
4. Scan a business card and add to RoloCRM

Import Contacts

When you are starting to use RoloCRM, you may already have some of your customer contacts in your Android phone book. You can  import those contacts to RoloCRM using the instructions below.

Add New Contact

You can add a contact from the contacts tab using the instructions below

Easy Add

Convert incoming calls to leads – If you just got a call on your phone and want to convert that number to a lead, use EZ Add.

Scan Business Card

Add contacts from business cards using visiting card scanner

Adding Contacts - On Web

There are many ways to add a customer contact to RoloCRM. You can
1. Import contacts in bulk from a CSV file
2. Add a contact

Import Contacts

When you are on the desktop version of RoloCRM, you can import contacts in bulk from a CSV file.

Add New Contact

Logging SMS

When you use RoloCRM, SMS messages exchanged with customers are automatically logged

Logging Calls

When you use RoloCRM, calls to and from customers are automatically logged

Adding a reminder or an event to a contact

You can add an event for a contact using RoloCRM. The instructions below show how you can add an event from the Android app and view it on the web. It is also possible to add an event on the desktop app.

Tracking visits -logging physical meetings

If you visit a customer at their offices or you would like to log a physical meeting with a customer, you can log them on RoloCRM as ‘visits’. The address for the visit is captured automatically

Adding a note to a contact

You can add a note for a contact using RoloCRM. The instructions below show how you can add a note from the Android app and view it on the web. It is also possible to add a note on the desktop app.

Tracking Payments and Collections

If you want to track expenses, collections or any other monetary activity, you can track them using the payment module.

Sending or Scheduling SMS messages to customers

Using RoloCRM, you can schedule an SMS to customers to be delivered at a later time. Use the instructions below to schedule an SMS using RoloCRM.

Logging Emails

When you use RoloCRM, Emails messages exchanged with customers are automatically logged.

How to connect an email account to RoloCRM

Please see instructions to connect your email accounts and view emails on contact timeline.

Roloscope – One touch access to CRM during calls

Roloscope is a floating bubble that appears during client calls. Tapping on the Roloscope displays client history from CRM. Having critical CRM information during customer calls speeds up decision making. See instructions below on enabling Roloscope. Initiate a call to any one of the contacts (you can cut the call after a single ring) to view the Roloscope

How to enable Roloscope

Tracking multiple visits using the Trip tracking feature

It is possible to track multiple customer visits in a day using the ‘trips’ feature. 

How to add Trip

Use the instruction below to start tracking a trip.

How to add location on Trip

Use the instruction below to add a location to a trip

Reports

It is possible to generate and view reports on team activity using RoloCRM. Please see instructions below to access reports on the Android app and the web.

Reports on Mobile

Reports on Web

How We Use The Permissions We Request

PermissionsFeature
READ_CALL_LOGDisplay a list of all calls exchanged with customer. Allow the user to add notes from the call log using a slide out menu.
READ_CALL_LOG, READ_PHONE_STATE, PROCESS_OUTGOING_CALLSAutomatically log customer calls to CRM
READ_SMS, RECEIVE_SMSDisplay a list of all SMS exchanged with customer. Keep this list updated as users receive newer SMS messages from their customers. Allow the user to add notes from the SMS log using a slide out menu.
READ_SMS, RECEIVE_SMSAutomatically log customer SMS to CRM
PROCESS_OUTGOING_CALLSCaller ID that shows customer history from CRM during calls.

A note about integrations with other CRMs

RoloCRM integrates with Zoho, Hubspot and Freshsales. In order to use the integration, the user must select one of these CRMs at the time of setup. Once that is done, RoloCRM automatically logs calls and SMS messages on that CRM. See https://rolocrm.in/zoho-ins for an example.