> ## Documentation Index
> Fetch the complete documentation index at: https://guide.rolodexcrm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# What is Rolodex? Relationship Intelligence FAQ

> Rolodex is a relationship intelligence platform for teams. Learn how it works, how it differs from a CRM, what integrations are supported, pricing, and privacy.

## What is Rolodex?

Rolodex is a relationship intelligence platform designed to help teams manage and understand their collective network. It centralizes contact data, tracks interactions, and provides insights to help strengthen professional relationships—before they ever enter a sales funnel.

Unlike traditional CRMs, Rolodex focuses on the network itself: who your team knows, how strong those relationships are, and how to stay meaningfully engaged over time.

## General

<AccordionGroup>
  <Accordion title="Do you offer a free trial?">
    Rolodex offers a 7-day free trial. You can also explore features through a demo or by contacting the team to learn more about how Rolodex can benefit your organization.
  </Accordion>

  <Accordion title="Do you offer discounts?">
    Yes, Rolodex offers a 50% discount for non-profit organizations. Contact the team to learn more about how your organization can qualify.
  </Accordion>

  <Accordion title="How does Rolodex work?">
    Rolodex works by centralizing your team's contacts, interactions, and relationship data in one platform. It integrates with LinkedIn, Gmail, and Outlook to automatically capture and update contact information. Rolodex also deduplicates contacts, ensuring your team doesn't have overlapping or redundant entries. Teams can collaborate by tracking communications, setting reminders, and creating notes—so everyone stays informed and relationships are strengthened across the whole network.
  </Accordion>

  <Accordion title="What payment methods do you accept?">
    Rolodex uses Stripe to securely handle payments and does not store credit card information. You can pay using Mastercard, Visa, Discover, and Amex. You can cancel your subscription at any time.
  </Accordion>

  <Accordion title="Privacy and security">
    The information you store in Rolodex—including birthdays, notes, and relationship history—is personal and private. Rolodex is supported solely by subscriptions and never sells your data to third parties. For detailed information, review the [Privacy Policy](https://rolodexcrm.com/privacy).
  </Accordion>
</AccordionGroup>

***

## Common questions about using Rolodex

<AccordionGroup>
  <Accordion title="What's the difference between Rolodex and a traditional CRM?">
    Rolodex is a relationship intelligence platform, not a sales CRM. While tools like Salesforce focus on managing pipelines and deals, Rolodex overlays your team's personal and professional networks into one place. It helps you uncover warm introductions, track meaningful relationships, and maintain key connections—well before they ever become sales opportunities.
  </Accordion>

  <Accordion title="How does Rolodex keep my data updated?">
    Rolodex automatically syncs your connections and communication history from LinkedIn, Gmail, Outlook, and your calendar. It updates contact information, pulls in meeting activity and email interactions, and alerts you to job changes—keeping your network fresh without manual data entry.
  </Accordion>

  <Accordion title="Do I need to be connected on LinkedIn to add someone?">
    No. With the Rolodex browser extension, you can add any public LinkedIn profile to your workspace with one click, even if you're not connected to that person.
  </Accordion>

  <Accordion title="Is my team's contact data private?">
    Within a workspace, information is shared so your team can collaborate. Everyone invited to the same workspace can see contacts, companies, and interactions added by teammates. Private notes and custom fields can be set for sensitive information. Rolodex maintains transparency, security, and proper permission controls throughout.
  </Accordion>

  <Accordion title="What happens if two people on my team know the same contact?">
    Rolodex intelligently consolidates contacts and interaction histories. If multiple team members know the same person, Rolodex merges the relationship insights so everyone benefits from a unified view.
  </Accordion>

  <Accordion title="How does Keep-in-Touch work?">
    Keep-in-Touch lets you set interaction reminders for key contacts. Rolodex monitors your team's engagement history and notifies you when it's time to reach out. Once you interact with the contact, the reminder resets automatically—ensuring consistent engagement without manual tracking.
  </Accordion>

  <Accordion title="Can I import my contacts from another system like Dex?">
    Yes. Rolodex offers a direct import integration with Dex, letting you bring over contacts, notes, and historical activity. You don't lose the work you've already put into managing your network. See [Dex Import](/Deximport) for step-by-step instructions.
  </Accordion>

  <Accordion title="What happens to my contacts if I leave my company?">
    Contact ownership depends on how your workspace is configured. If contacts are part of a team workspace, they typically remain with the workspace. If you need personal ownership of certain contacts, keep them in a separate personal Rolodex workspace outside your team's shared environment.
  </Accordion>

  <Accordion title="Is there a mobile app?">
    Yes, Rolodex is available on iOS and Android. You can access your network, add notes, and receive Keep-in-Touch reminders from your phone. See [Getting Started](/Getting-started) for download links.
  </Accordion>
</AccordionGroup>