Predict and Accelerate Revenue & Customer Lifecycles

Deeply understand every customer with perfect CRM data, and enable the performance that grows revenue.

Available on mobile and desktop.

Powering the world’s most advanced companies


Zero Code: Deep AI at your fingertips

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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Push the limit on productivity

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

Accurate Data that is always up-to-date

  • Reminders to update expired close dates, missing next steps, and inaccurate data
  • AI that captures every critical bit of customer intelligence beyond required fields
  • Alerts for Next Best Actions from your winning playbook in real-time

Enable Managers to Manage

  • 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 team


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 and passed the Salesforce Security Review.

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Gain an unfair competitive advantage