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The ability to make winning decisions depends on consistent input.

A human experience built for speed, accuracy, & adoption.

mac and iphone

The Future of Enterprise Experience



product-icon-03 Guided Entry Prompt & populate the fields that drive business initiatives.
product-icon-01 Consistently more Data Abstract complex processes into a simple & human interface.
productivity Peak Efficiency Give 100+ hours back to each user to spend in client-facing meetings, calls, and activities.
piggy-bank Reduce cost Allow admins & developers to focus on infrastructure, not temporary fixes to simplify the experience
Natural Language Interface for your users

Speak like a person, enter data painlessly.

  • Map to standard and custom fields & objects
  • Guide users through data entry and conditional flow logic
  • No red error messages, AI translates needed data into simple prompts
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Notifications for missing & out-of-date info, and suggest best next steps

Signal users when to make updates and with intelligence that matters.

  • Alerts for overdue opportunities, tasks, and action items
  • Suggest best next actions that are client specific at scale
  • Embed your best process into the hands of all your producers
Built to scale

No Code

A huge transformation, with little change management. 
Built to protect

Soc2 Type 2 & End-to-end encryption

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.