--- title: "Rollio Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Rollio Software - reviews, pricing plans, popular comparisons to other AI Sales Assistant products and more." source_url: "https://www.capterra.com/p/162945/Rollio/" page_type: "product" language: "en" --- # Rollio Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 9, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Rollio ## What is Rollio? Rollio is a cloud-based platform that deploys AI agents to handle end-to-end workflows for enterprise Finance, Operations, and IT teams. It connects directly to existing business systems such as SAP, ServiceNow, Salesforce, and Celonis, so teams do not need to replace their current tools. Businesses use Rollio to automate high-volume, repetitive processes like Order-to-Cash, accounts receivable and payable coordination, IT service management, and procurement. Agents handle routine tasks independently and only pass true exceptions to human staff, with full context already assembled. A built-in data engine pulls together structured records from ERP and CRM systems alongside unstructured content like emails, chat messages, contracts, and tickets. This gives agents the business context needed to act correctly without requiring data scientists or ML engineers to set anything up. ## What is Rollio used for? [Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[AI Sales Assistant](https://www.capterra.com/ai-sales-assistant-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $60 Flat Rate, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Rollio?[Manage this product listing](https://www.g2.com/products/rollio/claim_requests/new?auto=true) ## Rollio Overview Updated September 2026 AI summary Rollio supports midsize and enterprise businesses seeking sales force automation and AI sales assistant tools, delivering CRM, contact and lead management, opportunity tracking, and workflow organization. Notable options include campaign management, field sales oversight, and proposal generation. Available across cloud and major device platforms, Rollio centralizes sales operations to help teams manage customer relationships and sales activities efficiently. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Rollio 5.0 (1) VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $60 Flat Rate, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.0 (308) Value For Money 5.0 (1) Value For Money 4.0 (298) Customer Service 5.0 (1) Customer Service 4.1 (301) ## Rollio alternatives [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [B2B Rocket](https://www.capterra.com/p/10012202/B2B-Rocket/) [4.8 (308)](https://www.capterra.com/p/10012202/B2B-Rocket/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10012202/B2B-Rocket/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) [Corefactors](https://www.capterra.com/p/153366/Corefactors/) [4.4 (132)](https://www.capterra.com/p/153366/Corefactors/reviews/) Starting price $8.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/153366/Corefactors/) ## FAQs about Rollio Overview ### What company size and specific industries is Rollio built for? Rollio is designed for customer-centric organizations of any size that need their CRM used for reporting, marketing, and related business tasks without reducing productivity. The vendor description does not name specific industries, so the product appears aimed at companies that rely on CRM-driven customer operations rather than a single sector. Features and Usability ### What are the key features of Rollio? Rollio offers CRM capabilities with contact management, lead management, opportunity management, and field sales management. It also includes campaign management, marketing automation, and segmentation for sales and outreach, plus calendar/reminder system, task management, workflow management, performance metrics, sales forecasting, and proposal generation. Getting Started and Support ### What training and onboarding options does Rollio offer? Rollio provides documentation and videos to help teams get started. Documentation offers written reference material for setup and feature guidance, while videos provide visual walkthroughs that users can watch at their own pace. Getting Started and Support ### What customer support options does Rollio offer? Rollio provides email/help desk, FAQ/forum, and chat support. Because no reviewer feedback on support is available here, user experience details such as response speed, helpfulness, or common frustrations cannot be described from the catalog data alone. ## Features AI summary Based on 1,339 AI Sales Assistant reviews Capterra data shows that buyers of Sales Force Automation software rank the following features as their top priorities: - **Customer Database** (**43%** of reviewers rated this feature as critical) - **CRM** (**51%**) - **Data Import/Export** (**40%**) Rollio includes **CRM**. However, it does not include **Customer Database** or **Data Import/Export**. Its **CRM** functionality gives sales teams a central place to track interactions, manage relationships, and stay on top of follow-ups, helping businesses maintain stronger customer connections and keep sales activity organized. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Contact Management Manage, organize, and store contact information CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Decision Making Makes informed choices based on available data and objectives Field Sales Management Manage or track sales completed by field teams/employees Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Rollio 15 features ### All Features - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Decision Making: Makes informed choices based on available data and objectives - Field Sales Management: Manage or track sales completed by field teams/employees - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Natural Language Interaction: Allows users to give natural-language instructions for browser-based tasks. - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.0 (1) 4.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) Basic $60.00 Flat Rate,Per Month Value for money 5.0 (1) 5.0 Based on 1 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent PD Peter D. CEO Marketing and Advertising ### "Rollio is the easiest way to update Salesforce.com" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 19, 2017 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.