RoloCRM For Small Business

CRMs are too complex. Contact managers are too simple. Spreadsheets are not enough. RoloCRM is just right!

7-day free trial. No credit card required

Very Useful App with Good Customer Support

"RoloCRM is really easy to use and is very useful for managing the collective business contacts of our whole team. Good Work Team RoloCRM! Setting up was painless and needed no tech background plus the Rolo team was always available to patiently answer all our questions.”
Yuzdi N. Badhniwalla
Founder at The DiMaAg

Do You have any of these problems?

Are your business contacts stored in excel sheets and your employees’ phones?

Are you worried about your client list reaching your competitor?
Are your salespersons making timely follow-ups with prospects? Are you sick of asking – “Is it done?”
Are your salespeople spending too much time on mundane tasks? Do you hear them complaining about having to do admin work?

If you answered ‘yes’ to any of these questions, you should get RoloCRM. RoloCRM is the most powerful and easy-to-use solution for small businesses. Your contacts will be safe, You will know what’s happening in your company. Best of all, your salespersons will love it!

Easier Than You Think

As a small business, you need your salespersons to use every second of their time selling – not fiddling with a CRM! You need a solution that will give your salespersons what they want, when they want it… quickly and easily. 

  • Calls, SMS and Emails to and from clients are logged automatically.
  • The entire UI consists of just calls and SMS logs. If you can use your phone, you can use RoloCRM!
  • Just swipe right on any item to add a note or a reminder
  • During calls, you get instant access to client history using our callerID. You don't have to put the client on hold and search for history,

Keep A Finger On The Pulse Of Your Company

Are we missing follow-ups? Did we return that phone call? Did we get paid for that invoice? You have questions? We have answers!

  • Know who said what to a customer.
  • Want to know what happened when an employee called a client? Just ask using our in-built chat.
  • Did someone forget to return a missed call from a customer? We'll notify you.
  • Use the activity tracker to get a running record of everything that is happening in your company.

Protect Your Customer Contacts

Customer contacts are business assets. Make sure that they are not misused or they do not fall into the wrong hands.

  • Maintain one address book for the entire company
  • Assign contacts only to employees who need to know
  • Revoke access when employees quit
  • Transfer access to new employee

Trip Tracking

Need to manage customer visits and site visits? Use the trip tracking feature to automatically record field activity with mileage information.
  • Track multiple visits in a single trip for every executive
  • Start a trip and record each stop within the trip. Each stop can be associated with a contact.
  • Final output includes all the stops and total mileage

Reports

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

Other Awesome Features

Maintain one address book for your entire company

Share contacts only with employees who need to know

Block access when employees resign

Transfer all information to new employee

Know when your employees miss customer calls

Know who said what to your customers

Follow up using reminders and scheduled SMS

Know why a customer is calling before you answer

Start Using RoloCRM

It takes just 5 minutes to setup!

7-day free trial. No credit card required