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Rolodex

Rolodex

One place to manage your team’s most important relationships

Website rolodexcrm.com
Overview

What it is

Rolodex is a relationship intelligence platform that helps teams consolidate, organize, and activate their collective network. Sync contacts from LinkedIn, email, and calendars, visualize connections, and collaborate on key relationships — all in one place.

Intent

I need it when

Organize and manage team sales pipelines, outreach campaigns, and client engagement workflows

Rolodex's Board View allows teams to create custom pipelines for deals, outreach, or client engagement and move contacts seamlessly between stages. Task management features ensure follow-ups happen on time and opportunities don't fall through the cracks.

Maintain real-time awareness of network changes and job transitions among key contacts

Rolodex automatically syncs LinkedIn contacts and tracks job changes in real time, keeping the team informed of when contacts move roles or companies. This enables timely reconnection and outreach at the perfect moment.

Visualize and strategize contact outreach based on geographic location and network density

Rolodex's Map View provides a geographic overview of the team's connections, enabling instant location-based insights to plan trips and strategize outreach with spatial awareness of key contacts.

Enable secure team collaboration on relationship data with compliance and privacy assurance

Rolodex protects all team data with end-to-end encryption and compliance with industry standards, ensuring networks and deals remain secure and private while enabling shared workspace collaboration.

Centralize and track all team interactions with contacts and companies across email, LinkedIn, and meetings

Rolodex syncs with LinkedIn, Gmail, and Outlook to automatically capture every meeting, email, and interaction. Company-level insights consolidate all touchpoints into one organized view, eliminating scattered conversations and ensuring the team never misses context on a relationship.

Drop

Not a fit when

  • User needs a personal CRM for solo use without team collaboration features
  • Organization requires on-premise or self-hosted deployment for compliance reasons
  • User operates in a non-English language environment and needs full localization
  • Team size is under 3 people and per-user pricing becomes cost-prohibitive
  • User needs advanced custom workflow automation beyond board view and task management
Commercials

Pricing

USD29 / yearly View pricing