Who Uses This Software?

Customer centric organizations who need their CRM to be utilized for reporting, marketing, & more, as they realize the huge gains of creating that environment, without hindering the productivity.

Average Ratings

1 Review

  • 5 / 5

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Live Online
    In Person
  • Support
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Rollio
  • www.gorollio.com
  • Founded 2014
  • United States

About Rollio

A CRM solution that increases sales and services team productivity by allowing users to talk to their CRM like they would a person.

Rollio Features

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

Rollio Reviews

Rollio is the easiest way to update Salesforce.com

May 19, 2017

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not

Pros: We can update Salesforce in about the 10th of the time it used to take us. This is really allowed us to use Salesforce more than we have in the past. It has really allowed us to realize our investment in the CRM.

Cons: There were a few glitches in the beginning when we first set it up. Most of that was on us because we had to think through how we wanted to update fields. Rollio helped walk us through it. Once we are through this it's been clear sailing.

Overall: We are actually using Salesforce the way we intended and we are seeing this impact our sales process positively in the short time we have used, it.