Rillo CRM
Sell more. Remember everything. Enter nothing.
Talk after a call and Rillo writes the record and the follow-up.
- From $49 a seat
- 30 days free
- No card
Built this morning from what's overdue and gone quiet.
Good morning, Tim
Today
Hi Tim. You have 4 open, 5 have gone quiet, 2 follow-ups are due today. Want the list?
Helpful · Off the markGot it. Here's what I wrote, waiting on your yes:
Prospects
128 active
| Name | Company | Last touch | Next | |
|---|---|---|---|---|
| Karla Feliciano | Ricks & Sons Produce | Today | Thu 8:00 | Service due |
| Bruno Manzanares | J&S Water | 3 days | Today 11:30 | Active |
| Jeff Stamper | Collins Vending LLC | 22 days | Today 2:00 | Gone quiet |
| Gina McLaughlin | Lucas Parcel Service | 8 days | Fri | Prospect |
| Denise Wilson | Phelps Linen Service | 41 days | · | Stale |
Trips
Talk to Rillo as you spend. It writes the report.
Search
People, companies, notes, quotes, receipts, calls. One box.
Call queue
Built this morning from what's overdue and gone quiet.
Longest quiet first, then quotes about to expire, then the callbacks you promised.
Rebuilt every morning from your records.Capture
Photo it, it's a record. Works offline. 10 kinds in this preset.
Point the phone at a card. Rillo reads it, matches the company, and files the contact to your People and your Rillodex. Nothing typed.
VIN or unit number
The VIN on the door jamb or frame rail, or the unit number on the cab.
DVIR, inspection or repair order
A driver vehicle inspection report, an annual DOT inspection, or a signed repair order.
Odometer or data plate
The odometer, engine hours or the data plate on a unit.
Parts or sublet receipt
A parts, towing or sublet receipt.
Estimate or competitor quote
A handwritten estimate or another shop's quote.
DOT inspection certificate
An annual inspection certificate or decal record, with its expiry.
Unit photo
Before and after photos of the work on a unit, or a failed part.
Barcode or serial
A label with a barcode or serial number.
Business card
A card from a customer, vendor or contact.
Handwritten note
A note from a pad, a whiteboard or a napkin.
Coach
Scored debriefs, and what to say next time.
Pipeline
$312k · 4 stages
Toolkit
What this preset carries. Layout lets you move it.
Rillo Phone
Your number, every call logged.
Nine watchers
Renewals, silence, permits, hires.
Inbox
Email in, per department.
What you stock
Units and parts, and what is due.
Careers page
Post, applicants, hire.
Documents
Quotes, contracts, signed.
Ten kinds of capture
Card, receipt or page in.
Trips and expenses
Say the spend, it files.
Playbook
What to say next time.
Settings
Company, team, billing, connectors.
A live demo. The laptop and the phone are one book.
You said Truck 12 on the Ricks & Sons Produce run is due for its 60,000 mile service. Book the bay for Thursday at eight.
- Company
- Ricks & Sons Produce
- Unit
- Truck 12
- Due
- 60,000 mile service
- Next step
- Book the service bay
Filed by Rillo. Nothing typed.
Truck 12 in the service bay Thursday, 8:00 AM
Ricks & Sons Produce. The bay is booked for the 60,000 mile service.
Talk to it
Talk after the call. The record writes itself.
Say what happened in your own words. Rillo fills in the contact, sets the follow-up and writes the email, and nothing goes out until you tap yes.
Priced per seat.
$49 a seat a month, or $39 a seat a month billed yearly. 30 days free. No card to start. Every seat is the whole CRM, on every preset.
Rillo CRM
Everything a team needs to sell.
What every seat includes
- Ask Rillo: talk after a call, it writes the record
- A manager's view, team chat and custom documents
- People, follow-ups, quotes and Capture
- Signals, Inbox, Hiring, Inventory, and Coach (in beta)
- Nine industries, each in its own words
- Rillo asks before it sends what it writes for you
Already built. Not a roadmap.
Two are in beta: built, and still early.
Ask Rillo
Talk after a call and it writes the record.
Ten kinds of capture
Card, receipt or page in, record out, even offline.
Call queue
Built each morning from what is due and gone quiet.
Morning brief
Your calls and stale accounts before the day starts.
Nine watchers
Tells you when a renewal or a silence needs a call.
Inbox and review queue
Email in, and every draft waits for your yes.
Hiring and team
A careers page, applicants, roles and permissions.
Quotes, signatures, billing
Quote from a debrief, sign on the phone.
Calendar connectors
Google and Outlook, and no conflicting slots.
Trips and expenses
Say the spend and it files to the trip.
Lead generator
Finds new companies in your territory to review.
Coach
Scored debriefs and what to say next time.
Three people use it. Same book, three views.
The rep talks, the manager sees the week, the owner sees the money. Nobody enters anything twice.
Press and hold after the call. Everything else is a tap: approve, brief, map.
By rep, by territory, by stage. Coach, in beta, shows what each rep said and what to say next time.
From Rillo's own records, role-scoped, never your bank. The Monday meeting is a screen.
Which one are you?
One login, one record: the card you hand someone, the list at your counter and the accounts your reps carry are the same record.
I want to meet people
Free, forever
Rillo
Rillo
The company behind Connect
Scan to open this card. Tap to close.
Rillo
Your card, your Rillodex, and a CRM when you want one. Write to us any time.
Hand over your card, they scan it, and you are in their phone. Everyone you meet lands in your Rillodex.
Rillo Connect about a minuteI run a shop
From $79 a month
Getting found. 44 of 70 points in 4 areas.
We check your Google listing, build your pages and ask for reviews, so customers can find you. A regulars list builds itself at the counter.
Rillo Shops set up with youI run a sales team
From $49 a seat
Built this morning from what's overdue and gone quiet.
Talk after a call and Rillo writes the record and sets the follow-up. Built for the phone first, and just as good at the desk.
Rillo CRM 30 days free