# Rolodex Reviews
**Vendor:** Rolodex  
**Category:** [CRM Software](https://www.g2.com/categories/crm)
## About Rolodex
Rolodex is a relationship intelligence platform built to help teams consolidate, organize, and act on their collective network. Headquartered in San Francisco, Rolodex was developed by the team behind Dex (a personal CRM), extending its relationship-centric approach to collaborative workspaces. While Dex helps individuals manage their relationships, Rolodex is purpose-built for small and mid-sized teams. The product has steadily grown since launch, with users across sales, venture capital, consulting, and executive teams. Rolodex integrates with LinkedIn, Gmail, Outlook, and calendar tools to automatically sync contacts, meetings, emails, and activity history. Users can enhance contacts with tags, custom fields, and notes, then organize them into lists or visualize them using tools like Board View, Map View, and Org Charts. Shared workspaces give teams full visibility into their collective network, while smart features like “Keep in Touch” reminders and team activity tracking help ensure that important relationships are nurtured over time. The primary value of Rolodex is its ability to unlock team-wide relationship knowledge—helping users uncover warm introductions, avoid crossed wires, and stay aligned on key contacts. It replaces scattered spreadsheets and siloed address books with one centralized, collaborative network. Whether you’re managing partners, investors, customers, or internal stakeholders, Rolodex gives you a single place to coordinate outreach, track engagement, and drive better outcomes through relationships.






- [View Rolodex pricing details and edition comparison](https://www.g2.com/products/rolodex/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+13%3A52%3A20+-0500&secure%5Bsession_id%5D=d27de459-8ec4-4a07-ac3c-de56a4bf6d3e&secure%5Btoken%5D=77d40dfec8c85d8f0ab42b1605819169f9713b079b9a336c5049f613b8ea4892&format=llm_user)

## Rolodex Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics

**Data Availability**
- Contact Data Availability
- Company Data Availability
- Industry Research Availability
- Technographic Data Availability

**Integrated Workflows**
- Task Management
- Email Tracking/Automation
- Calls and Voice
- Other Outreach Options 
- CRM Integration
- Calendar
- Shared Records

**Agentic AI - Email Tracking**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics

**Data Accuracy**
- Contact Data Accuracy
- Company Data Accuracy
- Technographic Data Accuracy

**Analytics**
- Open Rates
- Link Activity
- Attachment Activity

**Repeatability and Reportability**
- Content Management
- Workflow Management
- Workflow Performance
- Sales Coaching and Insights
- Gamification

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Customizations**
- Email Platform Integration
- Email Scheduling
- Notifications
- Email Categorization
- Templates

**AI and Automation**
- Lead Prioritization
- Lead Scoring
- Best Time of Day Scheduling
- Buyer Intelligence
- Machine Learning

**Generative AI**
- AI Text Generation

**Agentic AI - Sales Intelligence**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support

**Platform**
- Internationalization
- User, Role, and Access Management
- Performance and Reliability
- Reporting/Dashboards
- Mobile User Support
- APIs

**Generative AI**
- AI Text Generation

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation

**Agentic AI - Sales Engagement**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

**Generative AI**
- AI Text Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Features**
- Lead Builder
- Integration to CRM/Marketing Automation
- Data Cleaning/Enrichment
- Data Segmentation/Filtering
- Search
- News/People Alerts
- Connections
- Reporting
- Messaging

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