Rillo guides
Is there a CRM that sets itself up for my kind of business?
Say what you sell in a sentence, and start from the closest setup.
- From $49 a seat
- 30 days free
- No card
The short answer
Most CRMs start blank or with one sales template, and the setup is yours to build. Rillo starts from a sentence: when you start, choose Describe it and say what you sell, to whom and how a sale goes. Rillo suggests its closest preset, in the words you used, and you say Use this or Change something.
What to look for
- Stages and fields that match how your sale actually goes
- A setup you can change later in Settings, not a project
- Notes written for you after a call, so the record stays current
- One price a seat, and a trial without a card
The tools people weigh
- HubSpot, a general CRM with marketing tools. Rillo vs HubSpot
- monday CRM, a work platform you configure. Rillo vs monday CRM
- Attio, a flexible CRM you shape yourself. Rillo vs Attio
Listed, not ranked. Each comparison is from the company's own pages, with the date it was checked, and says where that tool is better.
Where Rillo fits
Rillo CRM has presets for nine trades and the businesses around them, from door-to-door sales and events to law firms and software. Describe yours and it starts from the closest one. It is $49 a seat a month with 30 days free and no card.
Where it does not
If nothing close fits and your team needs it built around the company, that is Enterprise: tell us about your business.
More questions answered: What is a good CRM for a small business that sells in the field, What CRM should a small roofing company use, What CRM do insurance agents use, What CRM should a real estate agent use, What is a good free digital business card.
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
Scan to open this card. Tap to close.
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