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About

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.

About

Automate tedious workflows, boost rep productivity, and get real-time insights. Salespeople only spend 33% of their time selling, wasting valuable time doing manual tasks. Instantly log meetings via Slack right when a meeting ends, you’ll get a Slack form asking you how it went. Simply fill out the form and we’ll automatically update your CRM! Automate contact entry, don’t bother wasting time updating your meeting attendees as new contacts, managr does it for you. Rotting alerts when deals are stuck, inactive, or past due to close we’ll send you a reminder along with contact details. Meeting prep have an upcoming meeting, we got you covered with everything you need prior to the call. Update leadership managr will update leadership automatically on your behalf, so you can focus on selling. Enabling reps to be more productive, not get in your way. Simply sign up, connect your apps to managr, and start selling!

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

CRM solution for companies

Audience

Modern sales teams that want to automate workflows to improve their tasks

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Rollio
Founded: 2014
United States
www.gorollio.com

Company Information

managr
Founded: 2020
United States
managr.ai/

Alternatives

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
HubSpot CRM

HubSpot CRM

HubSpot

Categories

Categories

Sales Force Automation Features

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

CRM Features

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

Integrations

Gmail
Google Calendar
Microsoft Outlook
Salesforce
Slack
Zoom

Integrations

Gmail
Google Calendar
Microsoft Outlook
Salesforce
Slack
Zoom
Claim Rollio and update features and information
Claim Rollio and update features and information
Claim managr and update features and information
Claim managr and update features and information