Capture Accurate CRM Data Faster Than Ever:

AI to enter data like a human.
With Process Workflow Automation & Voice-to-CRM, avoid missing & out-of-date data for sales and/or service.

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Check out Rollio customer stories >


Rollio Sales Assist


Forecast on data that's accurate and pipeline insights that are always up-to-date, by allowing reps to enter hours of manual data entry in minutes with AI Voice or text to CRM and Intelligent Alerts


Rollio Service Assist


Enable service agents to handle calls faster and capture accurate customer data with workflow process automation and AI data spotting.

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The Costs of Manual Data Entry


Forecasts and reports are missing info, delayed, & out-of-data

Stages aren’t updated, expired close dates, and service cases are missing info or logged incorrectly.


Missing information due to complex data entry, means missed follow-ups

We train our Salesforce users, yet data is is entered wrong & adoption is an expensive struggle.


Hours wasted on manual data entry, not selling or servicing customers?

You spend twenty hours every month updating CRM manually, yet we still let deals slip through the cracks.

Unmatched Quality & Accuracy, Enterprise-grade Security, and Fast Deployment.

Update Opportunities, tasks, and everything automatically from natural voice and text.


Transform 20-30 hours per month of manual data entry into 5-8 hours.

Not another tool, a solution to forecasting and reporting


Rollio AI spots inaccurate or missing data and prompts reps and suggests best next steps. Collect 1.5x more data.


On-Screen Intelligence: Low impact training & unparalleled adoption

Workflow process automation guides users, removing Salesforce errors and making playbooks easy to stick to

Rollio in action


See how Nevco's sales reps hack Salesforce

See how Rollio gets reps to adopt Salesforce, keep reports up-to-date with accurate data, and makes reps more productive.


"Rollio increases the amount of time that I have to prospect. I see an improvement in the accuracy of the notes that I take, and a reduction in the turnaround time on my quotes."

- Dan Schneider, Nevco Account Executive

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