Rillo CRM · Industrial
Every plant. Every tool. Every calibration.
Every tool under its plant, with its calibration date on it.
- From $49 a seat
- 30 days free, no card
- Try it
Built this morning from what's overdue and gone quiet.
A preset changes the words, the stages and the tools. The records stay.
Good morning, German
Today
Hi German. You have 15 open, 4 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 | |
|---|---|---|---|---|
| Melinda Reilly | Bolton Equipment Co., Inc. | Today | Fri 9:00 | Quote out |
| Sabrina Brewer | Mansfield Equipment LLC | 3 days | Today 11:30 | Active |
| Valarie Kramer | Vargas-Trinh Equipment | 22 days | Today 2:00 | Gone quiet |
| Brian Escobedo | Clements Equipment Co. | 8 days | Fri | Prospect |
| Hector Ramsay | Owens Products LLC | 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. 9 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.
Machine data plate
The data plate on a press, compressor, motor or line: make, model, serial, voltage and rating.
Inspection or calibration cert
A calibration, pressure vessel, crane or lockout inspection certificate, with its expiry.
PO, spec sheet or safety form
A purchase order, a spec or drawing, an SDS or a signed safety form.
Bid or supplier quote
A handwritten bid, a supplier quote or a competitor price left at the plant.
Parts or supplier receipt
A parts counter, freight or supplier receipt.
Barcode or serial
A label with a barcode or serial number.
Plant or install photo
Before and after photos of the install, the repair or the floor space.
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
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.
Nine 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 Melinda at Bolton Equipment Co., Inc. needs six torque wrenches for the shop. Quote it and call her Friday at nine.
- Company
- Bolton Equipment Co., Inc.
- Person
- Melinda
- Wants
- Six torque wrenches, the shop
- Next step
- Send the quote
Filed by Rillo. Nothing typed.
Call Melinda about the wrench quote Friday, 9:00 AM
Bolton Equipment Co., Inc.. Quote for six torque wrenches is drafted.
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.
What it does for industrial
Tools under every plant
Serial numbers, calibration dates and who runs the tool room. Every plant in the territory, with what they own.
Instead of the spreadsheet, the catalog marginsCalibration-due call list
Tools coming due across the territory become the week's calls, grouped by drive.
Instead of the quarterly guessQuotes from the parking lot
Say what the maintenance lead asked for. Quote drafted with part numbers from the tool list.
Instead of the notepad, the Sunday catch-upThe rest of Rillo CRM is on every seat. Everything that is built · See full pricing. Book a demo, 30 minutes with a person:
Three people use it. Same book, three views.
The territory rep talks, the sales manager sees the week, the owner sees the money in industrial. Nobody enters anything twice.
The plant list for the week, the tools due at each, the quote ready.
Every plant, every tool due, every open quote by rep.
Territory revenue by plant and rep, what is due, what is slipping.
What Rillo holds for industrial
What each preset starts a workspace with.
Industrial & Equipment
Calls the people accounts and each piece of work a bid.
Stages, fields and outcomes
- Pipeline
- NewContactedDemoQuotedPO IssuedDelivered
- Each account carries
- Equipment class, Plant location, Shutdown window, Budget cycle, Decision authority, Current vendor
- Each bid carries
- Equipment class, Quantity, Site, Spec requirements, Target install date
- A deal ends because
- Won on price, Won on service, Lost to incumbent, Budget cut, Timing slipped, No decision
Industrial MRO Distribution
Calls the people accounts and each piece of work an opportunity.
Stages, fields and outcomes
- Pipeline
- ProspectQualifiedLine review/quoteFirst PORecurringStrategic
- Each account carries
- Facility type, VMI (y/n), Product lines, Burn rate / reorder interval, Incumbent competitor, Net terms
- Each opportunity carries
- Product lines, Annual spend, Burn rate / reorder interval, Incumbent, VMI, Net terms
- A call ends as
- Quote requested, PO received, Sample dropped, Line review scheduled, Reorder due, DM reached, Gatekeeper, No need
- A deal ends because
- Won on price, Won on service, Won on availability, Lost to incumbent, No spend, Buyer turnover, No decision
Tooling Sales & Calibration
Calls the people accounts and each piece of work a job.
Stages, fields and outcomes
- Pipeline
- NewContactedQuotedPO ReceivedIn ServiceDeliveredWonLost
- Each account carries
- Tool type, Service, Industry, Location, Budget min, Budget max
- Each job carries
- Tool type, Service, Quote / price, Calibration due, Turnaround, PO number
- A deal ends because
- Won order, Lost on price, Lost on lead time, No budget, Went with competitor, No longer needed
What Coach starts from
Coach, in beta, begins with a playbook for the trade, then adds your own competitors, strengths and objections. This is the playbook it begins with.
Who you sell to
Plant or production manager, Maintenance manager, Purchasing or procurement, Plant engineer (specs), EHS manager (safety consumables), Operations director (capital bids).
How a sale runs
Capital equipment: site survey, spec, budget window, bid, shutdown window, delivery and commissioning. Consumables and MRO: first PO, then recurring, then a pricing agreement that makes you the default. The counter and the plant floor both have to like you. Typically 7 to 180 days.
What to ask first
- What is the plant making, at what shift pattern, and where is the bottleneck?
- What went down in the last quarter, and what did it cost?
- Who specs equipment and who signs the PO, and are they the same person?
- When is the next planned shutdown, and what is already scheduled into it?
What you will hear, and where to steer it
- We are locked into the incumbent distributor. Ask what the agreement covers and when it ends; quote the categories outside it. Win the counter with availability before you fight on price.
- Your lead time is too long. Say the real lead time and what you stock locally; offer a stocking agreement for their top consumables. A promise you cannot keep costs the account.
- Purchasing only buys on price. Get the total cost in front of the plant manager: downtime, freight, returns, the counter's time. Purchasing ranks bids, the plant decides what is on the list.
- The spec calls for a different brand. Ask who wrote the spec and whether an equivalent is allowed with documentation; bring the cross-reference and the certification, never a substitution without approval.
How price comes up
List less an agreement discount for consumables; bid pricing for capital with freight, commissioning and training itemized; blanket orders with releases; pricing agreements with an effective-to date that must be renewed before it lapses.
How to follow up
A quote gets a call at three days and a visit offer at two weeks. A recurring account gets a monthly counter visit and a quarterly review. A pricing agreement gets a renewal conversation 45 days before it expires.
The calendar
Plant shutdowns cluster around July and the year-end holidays; capital budgets close in Q4 and open in Q1; consumables follow production volume, so the PMI direction is the demand signal.
Next to what you use now.
Their prices, from their own pages.
| Starts at | Free to try | AI | |
|---|---|---|---|
| Rillo | $49 a seat a month, or $39 billed yearly | 30 days free, no card | In every seat, no credits |
| Spiro | $1,500 a user a year, plus add-ons | Demo first; no trial listed | Automatic capture; notes extra |
| SPOTIO | Not published; request a demo | Demo request | DASH AI co-pilot listed with the plans |
Checked on 3 October 2026. Every comparison, including where they are better.