Rolodex

About Rolodex

Deep Dive with Clara AI

Rolodex is a sophisticated relationship intelligence platform that empowers teams by leveraging their collective networks through advanced AI and automation. It meticulously tracks all interactions by syncing with LinkedIn, Gmail, and Outlook to provide a comprehensive history of meetings, emails, notes, and tasks within a centralized system. The platform offers robust network management, automatically syncing contacts and monitoring professional changes in real-time to highlight timely re-engagement opportunities. For workflow optimization, Rolodex includes a customizable Board View for managing deals and client engagement pipelines. Its innovative Map View offers a geographic overview of team connections, facilitating strategic outreach. Furthermore, Rolodex consolidates all company-level touchpoints into a unified view, offering complete visibility into team interactions and historical engagements. Task management features ensure efficient follow-ups and relationship nurturing within a secure, collaborative workspace, where all data is protected by end-to-end encryption and industry-standard compliance. This suite of tools provides a holistic solution for managing professional relationships with unparalleled efficiency and insight.

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Pricing

Free Trial Available
Starts at $29.0.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

82%
Reviews

60%
Momentum

65%
Popularity

64%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

Medium Business
Small Business

API Support

NA

Modes of Support

Online

Rolodex Features

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CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

82%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Customization

Helps to customize the system for use in industry-specific use cases

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Lead Management

A systemized and organized way of managing all your leads and their conversation.

List Management

Enables management of multiple lists and communications with them

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Rolodex Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

Rolodex $29.00 $29.00 per user / month

Features

Map View
Filters and Lists
LinkedIn Sync
CRM Import
Priority Support

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Disclaimer: The pricing details were last updated on 07/10/2025 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

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