Rillo CRM · Industrial
Every plant.Every tool.Every calibration.
For territory reps selling tools, calibration and service into plants. Rillo keeps the tool list under each plant, the calibration dates on it, and the contact who signs.
From $49 a seat · 3 presets included · 30 days free, no card
Talk to the CRM team
teams@rilloapp.comTell us what you sell and how many people sell it. We set up the preset with you.
A preset changes the words, the stages and the tools. The records stay.
Wednesday, September 16
Good afternoon, Seth
Every plant. Every tool. Every calibration.
Ask Rillo
Your AI assistant and sales coach, with memory of this chat.
Hi Seth. 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 | |
|---|---|---|---|---|
| Theo R. | Roosevelt Fleet Services | Today | Thu 9:00 | Quote out |
| Amelia E. | Earhart Aviation Supply | 3 days | Today 11:30 | Active |
| Neil A. | Armstrong Crane & Rigging | 22 days | Today 2:00 | Gone quiet |
| Ben F. | Franklin Print Co. | 8 days | Fri | Prospect |
| Abe L. | Lincoln Logistics | 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.
Capture
Photo it, it's a record. Works offline.
Point the phone at a card. Rillo reads it, matches the company, and files the contact to your People and your Rillodex. Nothing typed.
Business card
Contact created, company matched.
Receipt
Amount, vendor, date. Filed to the trip.
Notes page
Handwriting to notes and contacts.
Signature
On the phone, on the quote.
Multi-page
Contracts, specs, PDFs.
From any app
Share sheet in, record out.
Coach
Scored debriefs, and what to say next time.
Pipeline
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.
Tools and units
On the truck, due for calibration.
Careers page
Post, applicants, hire.
Documents
Quotes, contracts, signed.
Settings
Company, team, billing, connectors.
Rillo's own workspace, live. The laptop and the phone are the same book.
Priced per seat.
30 days free, no card. If you haven't added one by day 31 the workspace pauses rather than billing you, and nothing is deleted.
Rillo CRM
Everything in the window above, on every preset, for every seat. Owners, managers and reps see their own view of the same book.
- Ask Rillo: talk after a call, it writes the record
- People, follow-ups, quotes, Capture, Rillo Phone
- Coach, Signals, Inbox, Hiring, Inventory
- Owner and manager dashboards from your own records
- Nothing sends without your tap
Add-ons
Agents that run unasked. Turn on the ones you want; the core never needs them.
- Prospector: finds and scores new accounts in your territory
- Recruiter: sources and screens for open roles
- Collector: chases what's owed, politely
- Reach: your Google page and site, managed, $99 a location
- Ads: campaigns drafted, you approve, $99
Your book stays yours: export everything, any time. Seats can be paused, not just cancelled. Business is $79 a seat for teams that need the controls. Every plan
Already built. Not a roadmap.
Every one of these is in the app today, on every preset. Nothing here is a mock.
Ask Rillo
Press and hold after a call. Contact, note, follow-up, quote and email drafted; nothing sends until you tap.
Ten kinds of capture
Business card, receipt, multi-page scan, signature, share-sheet intake. Works offline in the yard.
Rillo Phone
Call from the app with your own verified caller ID. Every call lands on the account.
Morning brief
Your calls, visits, stale accounts and quotes due, before the day starts. A pre-call brief per stop.
Coach
Scored debriefs with what you said and what to say next time. Skills built from your own setup interview.
Nine watchers
Renewals, silence, permits, hires, and more. It tells you before you would have noticed.
Inbox and review queue
Email in, forwarded per department. Everything Rillo drafts waits in one queue for your yes.
Hiring and team
A careers page, applicants, roles and permissions. Owners, managers and reps see their own view.
Trips and mileage
Routes, miles and stops logged from the truck. Field Mode on field presets.
Tools and inventory
What's on the truck, what's due for calibration, what's out with a customer.
Quotes, signatures, billing
Quote from a debrief, sign on the phone, Stripe billing for your seats.
Calendar connectors
Google and Outlook. Nothing schedules into a conflicting slot, no matter what created it.
Industrial presets
One CRM, set up for how industrial people actually sell. A preset changes what things are called, the stages a deal moves through, and which tools sit in the rail. Switch any time; the records stay.
Who opens it
Owner
Territory revenue by plant and rep, what is due, what is slipping.
Manager
Every plant, every tool due, every open quote by rep.
Rep
The plant list for the week, the tools due at each, the quote ready.
One login. One record.
The card you hand someone, the list at your counter, and the accounts your reps carry are the same record. Nothing is separate, so nothing has to be joined up later.
You meet someone. They scan the card. They're in your Rillodex.
They come to your counter. They join at the register. They're on your list.
Your rep calls them. Rillo writes it down. It's the same record.
Which one are you?
I want to meet people
Free, forever
Drag the card, or tap it to turn it over
Hand it over, they scan it, you're in their phone. Everyone you meet lands in your Rillodex, and Discover shows who's around.
Rillo Connect 60 secondsI run a shop
From $79 a month
We manage your Google page and get you ranking. A customer list builds itself at the counter. The staff schedule texts itself out.
Rillo ShopsI run a sales team
From $49 a seat
Talk after a call and Rillo writes the record, sets the follow-up, drafts the quote. Built for the phone first, and just as good at the desk.
Rillo CRM