The Future of Enteprise Experience
Guided Entry
Prompt & populate the fields that drive business initiatives.
Consistently more Data
Abstract complex CRM processes into a simple & human interface.
Peak Efficiency
Give 100+ hours back to each rep to spend in client-facing meetings, calls, and activities.
Reduce CRM 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Notifications for missing & out-of-date info, and suggest best next steps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
“Rollio made our reps productive immediately, and gave us reporting that stays up-to-date with data that we trust."
Aaron Fulkerson
CEO - Mindtouch
