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

Videos and Screen Captures

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

Sales Force Automation

Call Management Supported
Campaign Management Supported
Contact Management Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Sales Forecasting Supported
Territory Management Supported
Channel Management Not Supported
Commission Management Not Supported
Contract Management Not Supported
Customer Database Not Supported
Email Marketing Not Supported
Referral Tracking Not Supported