Audience

CRM solution for companies

About Rollio

Prompt & populate the fields that drive business initiatives. Give 100+ hours back to each rep to spend in client-facing meetings, calls, and activities. Allow admins & developers to focus on infrastructure, not temporary fixes to simplify the experience. Embed your best process into the hands of all your producers. Customer interactions are one of the most valuable assets for a business and need to be treated with utmost care. Rollio is SOC2 Type 2 compliant, built on Heroku (owned by Salesforce.com) and passed the Salesforce Security Review.

Pricing

Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

Rollio
Founded: 2014
United States
www.gorollio.com

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Product Details

Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Android
Training
Documentation
Live Online
Support
Phone Support
Online

Rollio Frequently Asked Questions

Q: What kinds of users and organization types does Rollio work with?
Q: What languages does Rollio support in their product?
Q: What kind of support options does Rollio offer?
Q: Does Rollio have a mobile app?
Q: What type of training does Rollio provide?
Q: Does Rollio offer a free trial?

Rollio Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Lead Scoring

Sales Force Automation

Call Management
Campaign Management
Contact Management
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Sales Forecasting
Territory Management
Channel Management
Commission Management
Contract Management
Customer Database
Email Marketing
Referral Tracking