Rillo
Connect Shops
CRM
All nine industriesAll 22 presetsEverything in the CRMSee it working
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Talk to a person

The team answers, usually the same day. Or text 520-503-5030.

ShopsI run a shop and want a walkthrough TeamsI run a sales team and want the CRM ConnectMy card, my Rillodex, Discover SupportSomething in my account isn't working BillingA charge, a receipt, a plan change CareersI want to work here Anything elsehello@ reaches a person
Add contact Call Text Walkthrough
Rillo ConnectFree · your card, your people, who's around Rillo ShopsFrom $79 · get found, keep regulars, run the staff Rillo CRMFrom $49 a seat · phone first, just as good at the desk
CRM by industryNine trades, 22 presets
FleetServiceIndustrialStaffingRealtorCarsInsuranceMortgagePropertyAll 22 presets
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Rillo · Phoenix, Arizona

Rillo CRM · Presets

One CRM.Nine industries.22 presets.

A preset changes the words, the pipeline stages and the tools to match how your trade sells. Turn one on in Settings. Switch any time; the records stay.

Start freeWho uses it

From $49 a seat · 30 days free, no card · we pause rather than bill you

Talk to the CRM team

teams@rilloapp.com

Tell us what you sell and how many people sell it. We set up the preset with you.

Talk, it's writtenSay what happened after the call. Contact updated, note filed, follow-up set, quote drafted. You approve, it sends.Replaces: the notebook, the Sunday catch-up
The whole book, by nameEvery account, every contact, what was said last time and what's due next. Stale ones surface on their own.Replaces: HubSpot, the spreadsheet, memory
Owners see the numbersPipeline, quotes out, who's slipping, by rep and by territory. From Rillo's own records, never your bank.Replaces: the Monday meeting

Every preset, by industry

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

Realtor

Rillo CRM for Realtor
ResidentialBuyers, sellers and a sphere
Calls themHousehold, Client, Home, Transaction
StagesSphere → Talking → Showing → Under contract → Closed
ToolsShowings, Capture
CommercialTenants, landlords and investors
Calls themCompany, Tenant, Property, Lease
StagesProspect → Touring → LOI → Lease → Closed
ToolsProperties, Capture

Fleet

Rillo CRM for Fleet
Fleet serviceTrucks and trailers on a schedule
Calls themYard, Yard manager, Unit, Work order
StagesDue → Scheduled → In shop → Invoiced
ToolsUnits, Trips, Capture
Fleet parts and tiresParts counters and tire dealers selling to fleets
Calls themYard, Buyer, Unit, Order
StagesQuote → Ordered → Delivered
ToolsUnits, Trips, Capture
Equipment rentalYards renting units by the day or month
Calls themCustomer, Site lead, Unit, Rental
StagesAvailable → Out → Due back → Returned
ToolsUnits, Trips, Capture

Staffing

Rillo CRM for Staffing
Light industrialWarehouse, production and logistics crews
Calls themClient, Contact, Req, Placement
StagesReq open → Sourcing → Submitted → Started → Ended
ToolsReqs, Hiring, Capture
ProfessionalDirect-hire and contract office roles
Calls themClient, Hiring manager, Req, Placement
StagesReq → Shortlist → Interview → Offer → Placed
ToolsReqs, Hiring, Capture

Cars

Rillo CRM for Cars
DealerFranchise and independent sales floors
Calls themBuyer, Buyer, Vehicle, Deal
StagesLead → Appointment → Showed → Working → Sold
ToolsInventory, Capture
Detail and wrapShops that book by the vehicle
Calls themCustomer, Owner, Vehicle, Job
StagesBooked → In bay → Done → Paid
ToolsJobs, Capture
WholesaleBuyers and sellers working the lanes
Calls themDealer, Buyer, Vehicle, Lot
StagesOffered → Bid → Bought → Sold
ToolsInventory, Trips, Capture

Industrial

Rillo CRM for Industrial
Tooling and calibrationTorque, tensioning and calibration into plants
Calls themPlant, Maintenance lead, Tool, Quote
StagesDue → Quoted → PO → Scheduled → Done
ToolsTools, Trips, Capture
Industrial supplyMRO and consumables sold on a route
Calls themPlant, Buyer, SKU, Order
StagesQuote → PO → Shipped → Reorder due
ToolsCatalog, Trips, Capture
Contract serviceTurnarounds and outage crews sold by the job
Calls themPlant, Turnaround manager, Crew, Job
StagesBid → Awarded → Mobilized → Complete
ToolsJobs, Trips, Capture

Insurance

Rillo CRM for Insurance
Personal linesAuto, home and life sold to households
Calls themHousehold, Insured, Policy, Quote
StagesLead → Quoted → Bound → Renewal
ToolsPolicies, Capture
Commercial linesBusinesses with fleets, buildings and crews
Calls themBusiness, Owner, Policy, Submission
StagesProspect → Submission → Quoted → Bound → Renewal
ToolsPolicies, Capture

Mortgage

Rillo CRM for Mortgage
PurchaseAgents, borrowers and closings
Calls themBorrower, Borrower, File, Loan
StagesPre-approved → Shopping → Under contract → Processing → Closed
ToolsFiles, Partners, Capture
Refinance and HELOCPast borrowers and rate watch
Calls themBorrower, Borrower, File, Loan
StagesRate watch → Application → Processing → Funded
ToolsFiles, Rate watch, Capture

Property

Rillo CRM for Property
ResidentialApartments and single-family portfolios
Calls themBuilding, Tenant, Unit, Lease
StagesInquiry → Showing → Application → Signed → Renewal
ToolsUnits, Requests, Owner reports, Capture
CommercialRetail and office tenants with longer leases
Calls themProperty, Tenant, Suite, Lease
StagesInquiry → Tour → LOI → Lease → Renewal
ToolsSuites, Requests, Owner reports, Capture

Service

Rillo CRM for Service
HVACInstalls, seasonal tune-ups, plan renewals
Calls themAddress, Homeowner, System, Estimate
StagesPlan due → Scheduled → Estimate → Approved → Done
ToolsSystems, Plans, Capture
PlumbingRepairs, repipes, water heater replacements
Calls themAddress, Homeowner, Fixture, Estimate
StagesPlan due → Scheduled → Estimate → Approved → Done
ToolsFixtures, Permits, Capture
ElectricalPanels, EV chargers, commercial service
Calls themAddress, Homeowner, Panel, Estimate
StagesPlan due → Scheduled → Estimate → Approved → Done
ToolsPanels, Inspections, Capture

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.

Every seat

Rillo CRM

$49per seat, a month

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
Start free

Add-ons

$1–10per seat, a month, each

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

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.

Connect

You meet someone. They scan the card. They're in your Rillodex.

Shops

They come to your counter. They join at the register. They're on your list.

CRM

Your rep calls them. Rillo writes it down. It's the same record.

Which one are you?

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 seconds

I run a shop

From $79 a month

Found412
New86
Came in231
Came back41%
HomeReachRegularsHours

We manage your Google page and get you ranking. A customer list builds itself at the counter. The staff schedule texts itself out.

Rillo Shops

I run a sales team

From $49 a seat

Pipeline$312k
Quotes out$84k
Calls6
Slipping5
HomePeopleAskToolkit

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