Features

RoloCRM is packed with features that will improve your telecalling performance. That is why RoloCRM is trusted by companies across a variety of industries including Financial Services, Real Estate, Education and Healthcare.

FEATURE

Advanced Contact Management

  • Upload contacts from your computer or Google Drive
  • Assign contacts equally amongst your team or using any other criteria
  • Filter contacts on any basis and re-assign as needed
  • During re-assignment, you can either delete contact history or retain it

Call Queues

Every time you assign a set of contacts to a caller, you can group them into a call queue. For example, you can assign all leads from a particular source to a call queue

  • Group contacts into a named call queues
  • Reports can be segmented by call queues. Helps you measure and compare performance of your lead sources​
  • Send Whatsapp messages to prospects without having to save their numbers on your phone
  • Automatically trigger SMS after call. Can be used to send information like product info or appointments

Churn Unconnected Calls

What happens when a call does not get connected?

  • The contact gets pushed to the end of the queue
  • After all other contacts are attempted, RoloCRM automatically tries to call the contact again.
  • Number of retries can be controlled via a setting on the admin panel
FEATURE

Roloscope - Powerful CallerID

Just tap the floating badge that appears when you make or receive a call. You will get instant access to complete client history.
FEATURE

Callback Handling

What happens when a prospect returns your call?

  • The call goes to the caller who contacted the prospect
  • The caller gets one touch access to the prospect's history using Roloscope
  • Post-call dispositions and notes can be added from the Roloscope
FEATURE

Missed Call Alerts

Advanced missed call alerts that notifies you when your team member misses a call from customer. Don’t let any lead slip through the cracks!

FEATURE

Know who said what to a customer

RoloCRM tracks the complete history of all interactions with a contact. Calls, SMS and Emails are automatically logged. This means that at any point in time, you know who has spoken to a customer and what they have told them.

FEATURE

Easy To Use

RoloCRM is thoughtfully designed and architected to make your life easier. Telecallers love using it. That means more data and improved performance!

FEATURE

Task Manager

Use the in-built task manager to work together with your team to wow your customers. A simple, but powerful way to ensure that you keep every promise you make to your customers.

FEATURE

Events

Set reminders immediately after a call or when you get an SMS. You can also send reminders to people who are not on RoloCRM. Events can be integrated with Google Calendar.
FEATURE

SMS Scheduler

Type an SMS message now and schedule it for later. Useful to remind clients about upcoming meetings or deadlines.
FEATURE

Trip Tracking

Planning multiple customer visits in a day? Want to log each one of them and track your timelines and mileage? The in built trip tracker can help you track your daily routes.

FEATURE

Easy Menu

Swipe right on any row to reveal a quick-action menu. The EZ Menu gives you easy access to tasks, notes, events, and SMS scheduler.

FEATURE

A Complete Tool-belt

A complete tool-belt that helps you manage and track customer interactions. You can add events, track physical visits (using address from GPS) and a lot more.

FEATURE

Business Card Reader

In-built business card scanner. Helps you turn the business cards on your desk to contacts on your CRM.
FEATURE

RoloCRM On The Web

All the powerful features of RoloCRM on your desktop and mobile. When you need to look at the bigger picture, you need a bigger screen.
FEATURE

Reports

Our reporting module helps you understand how your team is performing, diagnose problem areas and improve performance.
  • Conversion Report - Tells you how well each person is converting leads to customers
  • Calls Report - Tells you how many calls each callermade and how long they spoke with each prospect on an average.
  • Attendance Report - Tells you how long each caller worked and how many breaks they took

Excellent Customer Support

"We are completely satisfied with RoloCRM. We can switch between work-from-home and work-from-office easily. This is especially helpful with the Covid-19 situation. Their support is excellent. Our telecallers find it easy to use the app. Overall, I think that if you use telecalling or inside sales, you should seriously consider RoloCRM. You will not regret it!”
Harish Mani
Co-Founder and director at sarvatail

Start Using RoloCRM

It takes just 5 minutes to setup!
REQUEST DEMO
START FREE TRIAL

7-day free trial. No credit card required