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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.

About

Ruby AI is a cloud-based, AI-powered sales strategist that accelerates deal-making by instantly generating personalized, insights-driven sales playbooks for any prospect. With just a few inputs, no prompts required, Ruby crafts tailored multi-stage strategies covering initial outreach, discovery questions, objection handling, ROI projections, implementation plans, competitive positioning, and win-closing tactics. It acts as an elite sales coach by evolving strategies based on account-specific notes or transcripts, and even produces ready-to-send slides and summaries for each stage of the sales process. As a dedicated account research assistant, Ruby compiles 360° profiles of target companies, covering background, workforce analysis, recent news, financials, and ideal contacts. Users can pose deep account-level queries and receive strategic documents, action plans, and competitive insights in seconds.

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

CRM solution for companies

Audience

Sales professionals and teams requiring a solution to accelerate deal cycles by generating strategic, account-specific pitches and briefing materials instantly with AI

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

$150 per month
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

Rollio
Founded: 2014
United States
www.gorollio.com

Company Information

Ruby AI
www.heyruby.ai/

Alternatives

Alternatives

NAVIK SalesAI

NAVIK SalesAI

Infogain
HubSpot CRM

HubSpot CRM

HubSpot
FlashRev

FlashRev

FlashIntel
SDRx

SDRx

Klenty

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 Cloud Platform
Microsoft 365

Integrations

Google Cloud Platform
Microsoft 365
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