Audience

Luxury concierge and lifestyle management teams

About MyRolodex

MyRolodex is a customer relationship management platform for luxury concierge and lifestyle management teams. It gives each member a profile for recording preferences, family details, important dates and request history, helping staff maintain continuity when another team member takes over. The platform brings member requests, vendor records and billing into a shared workflow, with tools for routing requests to concierge staff and tracking booking commissions. Teams can continue communicating through the phones and email inboxes they already use, while conversations are associated with the relevant member. Billing workflows can consolidate dues, pass-through costs and fees on a member statement. MyRolodex is designed for organizations that manage ongoing, personalized relationships with a limited membership rather than conventional sales-pipeline activity.

Pricing

Pricing Details:
Pricing is tailored to each team. Contact MyRolodex for a quote.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

MyRolodex
Founded: 2025
United States
myrolodexcrm.com/

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Product Details

Platforms Supported
Cloud

MyRolodex Frequently Asked Questions

Q: What kinds of users and organization types does MyRolodex work with?
MyRolodex works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does MyRolodex support in their product?
MyRolodex supports these languages: English.

MyRolodex Product Features

CRM

Territory Management Not Supported
Quotes / Proposals Not Supported
Lead Scoring Not Supported
Call Logging Not Supported
Social Media Integration Not Supported
Segmentation Not Supported
Document Storage Not Supported
Email Marketing Not Supported
Calendar/Reminder System Not Supported
Task Management Not Supported
Internal Chat Integration Not Supported
Mobile Access Not Supported
Marketing Automation Integration Not Supported