We live in a data-driven world: Fuel your CRM with more data

The simple CRM experience to enable faster input of the data you use to run your business.

Available on mobile and desktop.

The best understand the power of a human employee experience


Zero Code: Voice AI for your company

Easily implement multiple Conversational AI’s for every team and department. Sync with your Salesforce standard and custom objects. Rollio learns how your team speaks & works, and drives your team to win.

Your entire Salesforce schema

Your language & pronunciations

Your processes & playbook

Your settings & permissions

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The fastest was to update Salesforce

  • Speak to Salesforce like a person. No more manual data entry
  • No red error messages, guided & conversational entry
  • One simple interface to quickly search and access all your data

Accurate Data that stays accurate

  • Reminders to update expired close dates, missing next steps, and inaccurate data
  • Capture every bit of customer intelligence, not only required fields
  • Alerts for Next Best Actions from your winning playbook in real-time

Don't chase reps for updates

  • 1:1’s & Team meetings focused on customers not Salesforce cleanup
  • Ramp reps onto you CRM in a fraction of the time
  • Introduce new processes and change management seamlessly

Solutions for your data-driven organization


Field Sales

Speak to salesforce from anywhere and anytime from your mobile device.


Service & Support

Log activities, notes, and interactions with your voice, and push alerts to suggest best next action and prompt for critical data.


Customer Success

Perfect data feeding your CRM, the system relied on to predict and push best next actions.


Inside Sales

Access Salesforce as fast as possible with voice and text, while interfacing with any page or web app.


Field Service

Intelligently signal reps with suggested best next action or alerts to update expired close dates, missing next steps, and other critical data.


Sales Managers

Create the perfect CRM for clear customer visibility through rep accountability and adoption.


Our reviews speak for themselves


Now we are experiencing more productivity while servicing customers. We also are able to get our new agents trained and productive significantly quicker.

Our agents are able to service our customers with accurate up-to-date information, as Rollio automates so much of the time-consuming data entry processes.

Joe Lynch

Vice President of Western & Southern Life

At Rollio, we take security very seriously.

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.

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Gain an unfair competitive advantage