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About

Donna is an AI assistant built specifically to support field sales teams by eliminating wasted time and helping them close more deals. It integrates seamlessly with major CRMs like Salesforce, SAP, and Microsoft Dynamics 365, syncing data automatically—even when teams use customized objects. Donna also connects to email and calendar tools such as Outlook, ensuring sales reps always know where they need to be next. With real-time insights and automated updates, it keeps workflows organized so field reps can stay focused on selling rather than admin tasks. Donna is backed by enterprise-grade security, including ISO 27001 certification and full GDPR, CCPA, and SOC 2 compliance. Trusted by more than 100 organizations and rated 4.9/5 on G2, Donna is engineered to simplify and optimize the day-to-day of field sales operations.

About

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Donna is ideal for field sales teams and sales-driven organizations seeking an AI assistant that automates admin work, syncs CRM activity, and boosts productivity in the field

Audience

CRM solution for companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Donna
Founded: 2024
Belgium
www.askdonna.com

Company Information

Rollio
Founded: 2014
United States
www.gorollio.com

Alternatives

DocStyle

DocStyle

DocStyle LLC

Alternatives

Siro

Siro

Siro.ai
HubSpot CRM

HubSpot CRM

HubSpot

Categories

Categories

CRM Features

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

Sales Force Automation Features

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

Integrations

Google Calendar
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Microsoft Outlook
SAP CRM
Salesforce

Integrations

Google Calendar
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Microsoft Outlook
SAP CRM
Salesforce
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