Rolldog CRM
4.8
13
Rolldog is a Customer Relationship Management (CRM) solution, with the perks of Sales Enablement all rolled into one. Rolldog helps businesses manage their customer relationships, while proactively tracking and scoring leads and opportunities to help increase revenue, boost sales and marketing effectiveness.
Rolldog also offers a suite of CRM-related solutions, including a Lead and Opportunity Management module designed to help companies already running a CRM to drastically improve the way they qualify, manage, score and close opportunities - all of this can be configured specifically to each business and their needs. It is Rolldog’s ability to help qualify and manage opportunities from ‘lead to close’ that really sets us apart.
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Rolldog CRM Plan
Starter
39
1 User Per Month
Includes everything your business needs to manage and track your relationships and interactions. Billed annually.
Account Management
Contact Management
Account & Contact Groups
Opportunity Management
Active Opportunities (Max 50)
Opportunity Guidance, Alerting & Scoring
Custom Criteria
Score Weighting
Pipeline Visibility & Management
Activity Management
Custom Reports (Max 2)
Document Management
Document Tagging
Cloud Document Storage (10 GB)
Email Integrations: Outlook & Gmail
Outlook Calendar Sync
Zapier Integration
MailChimp Integration
Role-Based Permissions (Admin, Reps & Manager)
Professional
59
1 User Per Month
Includes an extended set of modules that allows your team to manage customers, track leads and opportunities. Billed annually. Includes all features from the Starter plan plus:
Lead Management
Lead Ranking
Lead Qualification by Type (Max 5)
Opportunities (Max 250)
Campaign Management
Forecast Management
Deal Collaboration
Quota Management
Custom Reports (Max 20)
Lead, Opportunity & Activity Analytics
Sales Toolkit & Messaging
Competitor Battlecards
Marketing Collateral
Project Management
Project Phase & Activity Tracking
Cloud Document Storage (50 GB)
Role-Based Permissions (Admin, Reps, Manager, Execs & BDR)
Rolldog for Salesforce
49
1 User Per Month
Rolldog for Salesforce is a connected app designed to extend the B2B sales capabilities of Salesforce to help teams manage and close opportunities more effectively. Billed annually.
Account Management (Salesforce)
Contact Management (Salesforce)
Activity Management (Shared)
Lead Management (Rolldog)
Opportunity Management (Rolldog)
Active Opportunities (Unlimited in Rolldog)
Campaign Management (Rolldog)
Forecast Management (Rolldog)
Custom Reports (Unlimited in Rolldog)
Lead & Opportunity Analytics (Rolldog)
Document Management (Rolldog)
Cloud Document Storage (50 GB)
Sales Toolkit & Messaging (Rolldog)
Role-Based Permissions (Admin, Reps, Manager, Execs, BDR in Rolldog)
SSO Free Forever
Manage SurveyMonkey, Salesforce Sales Cloud, Salesforce CRM, HubSpot Sales Hub, Zoho Desk, Zoho CRM, HubSpot, Freshdesk, monday sales CRM, Acuity Scheduling with SSO
