Rillo CRM · Presets

One CRM. Nine industries. Their own words.

A preset changes the words, the stages and the tools. The records stay.

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Call queue 3 calls queued

Built this morning from what's overdue and gone quiet.

rilloapp.com/wallace-hauling/home

CRM Search people, notes, quotes 3 waiting

Good morning, Tim

Today

Your daily brief is ready What changed, what needs attention, where to start.

14 Units due $84k Quotes out 5 Yards gone quiet

3 calls queued Built from what's overdue and gone quiet. Denise Wilson first.

Lead Generator Daily report Start a trip Debrief a call

Today

9:00 Ricks & Sons Produce · today Brief ready: the open quote is 12 days old Brief

11:30 Bruno M. · J&S Water Confirm the visit Call

› More on your day

Your week

Touches 31

Closed 2 · $9,400

Trailing 7 days, from the records in your own workspace.

HomeExpand · Close

Your daily brief is ready What changed, what needs attention, where to start.

Today

9:00 Ricks & Sons Produce · today The open quote is 12 days old Brief

11:30 Bruno M. · J&S Water Confirm the visit Call

2:00 Jeff S. · Collins Vending Quote expired, follow-up drafted Review

Waiting on your yes 3 waiting

✓J&S Water · Monday Visit notes filed, next step set Approve

✓Ricks & Sons Produce · today The quote and a follow-up, drafted Approve

✓Collins Vending · today A come-back note, drafted Approve

Ask Rillo Karla · today+ New chat

RILLO

Hi Tim. You have 4 open, 5 have gone quiet, 2 follow-ups are due today. Want the list?

Helpful · Off the mark

Just left Karla at Ricks & Sons Produce. Eight trucks on their runs, she wants a second truck on the Casa Grande run, and she asked what the tracking link shows. Send her a sample link and set a follow-up Thursday.

RILLO

Got it. Here's what I wrote, waiting on your yes:

Contact updated Karla F., Office manager · Ricks & Sons Produce · 8 trucks

Note filed Wants 6 seats. Asked what Capture does with a receipt.

Follow-up set Call Karla, Thursday 9:00am

Quote drafted 6 seats · $294 a month · 30 days free

Email drafted To Karla, subject: what the tracking link shows, a sample link attached

+Message Rillo, or talk

Prospects

128 active

Prospects 128 Accounts 41 Coworkers 3 Edit

Search name, company, phone, tag… Filters

Name	Company	Last touch	Next
Karla F.	Ricks & Sons Produce	Today	Thu 8:00	Service due
Bruno M.	J&S Water	3 days	Today 11:30	Active
Jeff S.	Collins Vending LLC	22 days	Today 2:00	Gone quiet
Gina M.	Lucas Parcel Service	8 days	Fri	Prospect
Denise W.	Phelps Linen Service	41 days	·	Stale

Saved views New view

5 Yards gone quiet Who to call before someone else does Open

4 Quotes out $84k waiting on an answer Open

Trips

Talk to Rillo as you spend. It writes the report.

Scan a receipt+ New trip

Just say it."Dinner was 47 with Karla." "Filled up, 68 in gas." "Drove 220 miles today." Rillo files it against the open trip, ties it to the customer, and flags anything over per diem.

East Valley loop · today Open

$Gas · $68.10 Filed to the trip · under per diem Receipt

mi 220 miles $154 at $0.70 · 3 stops Map

$Dinner · $47 Ricks & Sons Produce · flagged: over $30 Fix

Last week · 3 days out Filed

$$412 across 9 receipts Every receipt read by Capture, tied to its customer Report

mi 640 miles $448 at $0.70 · 11 stops Map

Search

Search everything…

People, companies, notes, quotes, receipts, calls. One box.

Recent Clear

⌕Ricks & Sons Produce · today The account, its people, 12 notes and the open quote Open

⌕Gina M. · Lucas Parcel Service Card scanned last week, asked for pricing Friday Open

⌕Denise W. · Phelps Linen Service Last note: call after budget Open

Ask it the way you would say it

? Who have I not called in a month? 5 accounts, from your own records Ask

? Quotes out, biggest first 4 quotes, $84k Ask

? Receipts from this week 4 receipts, $214, filed to the trip Ask

Call queue

Built this morning from what's overdue and gone quiet.

1 Denise W. · Phelps Linen Service 41 days quiet · last: "call after budget"Call

2 Jeff S. · Collins Vending 22 days · quote expired Call

3 Gina M. · Lucas Parcel Service Asked for pricing Friday Call

Done today

✓Ricks & Sons Produce · today Called, quote sent, follow-up Thursday Open

✓J&S Water · Monday Visit logged by voice, next step set Open

Why this order

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.

Lucas Parcel Service

Gina McLaughlin Purchasing manager

480-555-0118 · gina@example.com

Try it

Point the phone at a card. Rillo reads it, matches the company, and files the contact to your People and your Rillodex. Nothing typed.

Gina McLaughlin added Lucas Parcel Service matched · in People and your Rillodex · follow-up drafted

VIN

VIN or unit number

The VIN on the door jamb or frame rail, or the unit number on the cab.

Document

DVIR, inspection or repair order

A driver vehicle inspection report, an annual DOT inspection, or a signed repair order.

Plate

Odometer or data plate

The odometer, engine hours or the data plate on a unit.

Receipt

Parts or sublet receipt

A parts, towing or sublet receipt.

Quote

Estimate or competitor quote

A handwritten estimate or another shop's quote.

Certificate

DOT inspection certificate

An annual inspection certificate or decal record, with its expiry.

Photo

Unit photo

Before and after photos of the work on a unit, or a failed part.

Barcode

Barcode or serial

A label with a barcode or serial number.

Card

Business card

A card from a customer, vendor or contact.

Note

Handwritten note

A note from a pad, a whiteboard or a napkin.

Coach

Scored debriefs, and what to say next time.

Last 10 calls 7.8+0.6

Asked the timeline 6/10+2

Next step set 9/10+1

8.5 Ricks & Sons Produce · today Strong on discovery. Missed the timeline question. Open

7.0 J&S Water · Monday Good close. Price came up too early. Open

6.5 Jeff S. · Collins Vending Talked before asking what they need. Open

Say this next time

→Ask when they need it before you talk price From the two calls where price came up first

→Name the next step before you hang up It moved 9 of 10 calls forward this month

Pipeline

$312k · 4 stages

New $96k 14

Quoted $84k 4

Verbal $72k 3

Closing $60k 2

Biggest open deals All deals

$Denise W. · Phelps Linen Service $24,000 · quoted, waiting on budget Open

$Bruno M. · J&S Water $18,400 · verbal yes, paperwork Friday Open

$Gina M. · Lucas Parcel Service $9,600 · new, pricing sent Friday Open

Slipping

! Jeff S. · Collins Vending Quote expired 3 days ago. A follow-up is drafted for your yes. Review

Toolkit

What this preset carries. Layout lets you move it.

Phone Not on yet

Rillo Phone

Your number, every call logged.

Signals

Nine watchers

Renewals, silence, permits, hires.

Inbox

Email in, per department.

Inventory

What you stock

Units and parts, and what is due.

Hiring

Careers page

Post, applicants, hire.

Documents

Quotes, contracts, signed.

Capture

Ten kinds of capture

Card, receipt or page in.

Trips

Trips and expenses

Say the spend, it files.

Coach

Playbook

What to say next time.

Settings

Company, team, billing, connectors.

Co Company Wallace Hauling · Fleet service preset · Phoenix Edit

4 Team Tim (Owner), Rick (Manager), Brittany and Chase (Reps) Manage

$Billing 4 seats · $196 a month · Stripe Open

⇄Connectors Google Calendar, Outlook, Twilio Open

@Inbox Email in, by department Open

⇩Your data Export everything, any time Export

Who sees what

O Owner Everything, money included Edit

M Manager The team's book and its week Edit

R Rep Their own book, nothing else Edit

A live demo. The laptop and the phone are one book.

Every preset, by industry

Each one is the same CRM with the vocabulary, stages and tools that trade actually uses.

Realtor

Rillo CRM · Realtor

Real Estate Buyers, sellers and their listings, from first call to closing

Calls them Prospects, Clients, Listings, Callback list

Stages New → Contacted → Showing → Offer → Under Contract → Closed

Tools Listings, Capture

Fleet

Rillo CRM · Fleet

Fleet Service Shops that walk fleets and service trucks and trailers

Calls them Prospects, Accounts, Units, Call queue

Stages Lead → Fleet walk → Estimate sent → Scheduled → In shop → Waiting on parts → Completed

Tools Units, Inventory, Tools, Fleet walks, Trips, Capture

Fleet Parts and Tires Parts counters and tire dealers selling to fleets

Calls them Prospects, Accounts, Orders, Call queue

Stages Lead → Contacted → Quote → Ordered → Delivered

Tools Orders, Inventory, Tools, Trips, Capture

Equipment Rental Yards renting units by the day or month

Calls them Inquiries, Customers, Rentals, Callback list

Stages Inquiry → Quoted → Reserved → Out on rent → Due back → Returned and paid

Tools Rentals, Inventory, Tools, Trips, Capture

Fleet: Forklift and Material Handling Forklift and material handling dealers, from site survey to delivery

Calls them Prospects, Accounts, Units, Call queue

Stages Lead → Site survey → Quote sent → Demo unit out → Negotiation → Delivered

Tools Units, Inventory, Tools, Fleet walks, Trips, Capture

Staffing

Rillo CRM · Staffing

Recruiting and Staffing Recruiters working reqs, from sourcing to placement

Calls them Candidates, Reqs, Call queue

Stages New → Sourcing → Submitted → Interview → Offer → Placed

Tools Reqs, Trips, Capture

Medical Staffing Clinicians placed on assignments at facilities

Calls them Clinicians, Assignments, Call queue

Stages New → Sourcing → Submitted → Interview → Offer → Placed

Tools Assignments, Trips, Capture

Cars

Rillo CRM · Cars

Auto and Vehicle Sales Sales floors, from the up to delivery

Calls them Shoppers, Buyers, Vehicles, Up list

Stages New → Contacted → Appointment → Test Drive → Trade Appraisal → Negotiation → Financing → Delivery → Sold

Tools Vehicles, Inventory, Tools, Capture

Industrial

Rillo CRM · Industrial

Industrial and Equipment Equipment sold into plants, from demo to PO

Calls them Prospects, Accounts, Bids, Call queue

Stages New → Contacted → Demo → Quoted → PO Issued → Delivered

Tools Bids, Inventory, Tools, Trips, Capture

Industrial MRO Distribution MRO and consumables, from line review to recurring orders

Calls them Prospects, Accounts, Opportunities, Call queue

Stages Prospect → Qualified → Line review/quote → First PO → Recurring → Strategic

Tools Opportunities, Inventory, Tools, Trips, Capture

Tooling Sales and Calibration Tooling sales and calibration jobs into plants

Calls them Prospects, Accounts, Jobs, Call queue

Stages New → Contacted → Quoted → PO Received → In Service → Delivered → Won

Tools Jobs, Inventory, Tools, Trips, Capture

Insurance

Rillo CRM · Insurance

Insurance Agencies writing home, auto and business policies, from coverage review to bound and renewal

Calls them Leads, Clients, Policies, Call queue

Stages New → Contacted → Coverage review → Quoted → Bound → Renewal

Tools Policies, Capture

Group Benefits Benefits brokers enrolling employer groups, then the renewal

Calls them Leads, Clients, Enrollments, Call queue

Stages New → Contacted → Needs Analysis → Quoted → Enrolled → Renewal

Tools Enrollments, Capture

Mortgage

Rillo CRM · Mortgage

Mortgage and Lending Borrowers from pre-approval to funding

Calls them Borrowers, Loans, Call queue

Stages New → Pre-qualified → Pre-approval → Application → Under contract → Processing → Underwriting → Conditions → Clear to close → Funded

Tools Loans, Capture

Property

Rillo CRM · Property

Apartment / Property Management Apartments and single-family portfolios, applicant to resident

Calls them Applicants, Residents, Properties, Follow-up queue

Stages Inquiry → Toured → Applied → Approved → Leased → Renewal → Moved out

Tools Properties, Inventory, Tools, Capture

Commercial Property Leasing Commercial tenants, from tour to signed lease

Calls them Prospects, Tenants, Spaces, Call queue

Stages New → Touring → Proposal → LOI → Lease → Closed

Tools Spaces, Capture

Service

Rillo CRM · Service

Electrical contractors Electricians, from the estimate in the driveway to paid

Calls them Leads, Customers, Jobs, Callback list

Stages New → Contacted → Estimate → Scheduled → In Progress → Paid

Tools Jobs, Inventory, Tools, Capture

Independent Contractors and Trades Contractors bidding and running jobs as a sub

Calls them Leads, Customers, Jobs, Callback list

Stages New → Bid Sent → Awarded → Scheduled → In Progress → Complete

Tools Jobs, Inventory, Tools, Capture

Not on the list? Tell us what you sell

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

The company behind Connect

hello@rilloapp.com

Rillo

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 minute

I run a shop

From $79 a month

63 / 100 A sample Reach Score

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 you

I run a sales team

From $49 a seat

Call queue 3 calls queued

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