Rolodex Core Features
Relationship Intelligence built for teams
Rolodex works as your team’s relationship coordinator, ensuring everyone stays connected and in sync with the people that matter most to your business.
Sync Features đź”—
LinkedIn Sync
Effortlessly import your LinkedIn connections into Rolodex, capturing essential details like bios, work history, education, and more. Stay informed with real-time updates on title changes, ensuring your team always has the latest information.
Gmail Account Sync
Easily track your email conversations in Rolodex, even across multiple Gmail accounts. Allow your team to view your interactions and gain visibility into your teammates’ communications, all in one collaborative space.
Microsoft Account Sync
Seamlessly manage your email conversations in Rolodex with Microsoft 365 integration. Keep your team informed by sharing visibility into your interactions and accessing your teammates’ communications, all from one unified platform.
Calendar Sync
Smoothly synchronize your calendar events in Rolodex, both from Outlook and Google Calendar, even across multiple accounts for seamless organization.
Contact Management: Tools for Seamless Organization🔨
Map View
With Rolodex, explore where your network roams! After bringing in you and your teams contacts, Rolodex magically pins them on a map according to their locations or addresses.
Task Manager
Rolodex’s task feature allows you to assign and track tasks related to your contacts, ensuring nothing falls through the cracks. Easily set reminders, delegate follow-ups, and keep your team aligned on relationship-building activities.
Share notes
With Rolodex, you can easily take and share notes on contacts and companies, ensuring your team stays informed and up-to-date. Record important details, meeting summaries, and follow-up actions, and share them across your team to maintain a unified view of every relationship.
Keep-In-Touch Reminders
Rolodex helps you stay top of mind by setting smart reminders to reconnect. Whether it’s a key client, partner, or old contact—set a frequency, and Rolodex will alert you (or your team) when it’s time to reach out again.
Board View
With Board View, Rolodex turns your contact lists into customizable Kanban-style pipelines. Track deals, outreach, investor conversations—or anything you like—by simply dragging contacts between stages. Organize, update, and collaborate with your team in one visual flow.
Org Charts
Org Charts in Rolodex let you visually build the internal structure of any company. Easily drag and drop contacts to define reporting lines, identify champions, and see who your team is already connected to. Perfect for navigating complex organizations and multi-threading deals with confidence