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
Do You have any of these problems?
Are your business contacts stored in excel sheets and your employees’ phones?
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
- 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
- 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
7-day free trial. No credit card required