Say what happened. The record is already written.
One AI-native workspace for the whole business. Configure it for your trade with a preset. The people, the company, the stage, the promise you made and the follow up are written from one sentence, and anything going to a customer waits for you to read it first.
Or book a walkthrough30 days free. No card to start.
Field sales and service teams across many industries.
In the car park, ninety seconds after hanging up
Just got off with Dana at Brightpath, they want to go from ten seats to fourteen, send the quote and remind me Thursday if it is not signed.
- PersonDana Whitfield, Brightpath
- NoteWants 10 to 14 seats
- OpportunityExpansion, moved to Proposal
- QuoteDrafted, 14 seats
- TaskChase Thursday if unsigned
The quote is drafted and sits there. Nothing goes to Dana until you read it.
Thursday it is at the top of your day whether or not you remembered it.
Nothing sends itself. Every message Rillo drafts waits for a person, on every plan.
Your words, your record. Your browser does the transcription. Rillo never receives the recording, only the text you can see.
One workspace. The same contacts, calendar and permissions whichever preset you pick.
The words change. The product does not.
A preset sets what things are called and what the stages are. Pick one at setup and the workspace speaks it from the first day. Every one of these ships today, and if your trade is not here, the general one is a real answer rather than a fallback.
Contacts
Projects
New, Working, Interested, Appointment, Proposal, Won, Lost
Price, Timing, Relationship, Competitor
Some trades get more than a preset. Real estate, staffing, fleet and equipment service, industrial supply, property management and home services have records, screens and a name of their own, and they live on their own pages. If you are in one of those, start there instead.
People, the companies behind them, and the work in between.
Everyone you deal with, who they work for, who introduced them, and everything anybody said. Reassigning an account moves the history with it.
Whatever your preset calls a deal, on the stages your preset sets, with the reason it was won or lost from a list rather than a text box.
Quotes have a screen of their own. Everything you send sits against the person you sent it to.
A buying committee is legible: the person who signs, the person who uses it, and the one who will quietly block it.
Four moments where the typing used to happen.
In the car park, ninety seconds after hanging up
Just got off with Dana at Brightpath, they want to go from ten seats to fourteen, send the quote and remind me Thursday if it is not signed.
The quote is drafted and sits there. Nothing goes to Dana until you read it.
Walking back to the truck
Met the new ops manager at Halstead, the old one left in March, they are still using the competitor but the contract is up in October.
Nothing is sent. The record is just correct now.
Before you open the laptop
Rillo, who has gone quiet?
Six drafts, six yes or no decisions. None of them written from a blank page.
Going on holiday, or off the account
Give Marcus the northern accounts while I am out.
A manager can do this. A rep can do it for their own book.
The same workspace is a different day depending on the job.
Rep
Account executive
Sales manager
A rep opens to their own day: what is due, who went quiet, what is drafted and waiting. A manager opens to the same records with the team on top of them: assignment, approvals and permissions, and the board that shows whose accounts are whose. What a manager does not get is a reporting suite, because there is not one.
Bring the people. Leave the software.
Export a CSV from whatever you are on. Rillo reads the column names it recognises, tells you which ones it skipped rather than dropping them quietly, and shows you the duplicates before it writes anything.
HubSpot
Comes across: people, companies, stage, owner, notes on the contact.
Does not come across: leads as leads, opportunities, quotes.
Salesforce
Comes across: people, companies, stage, owner, notes on the contact.
Does not come across: leads as leads, opportunities, quotes.
Pipedrive
Comes across: people, companies, stage, owner, notes on the contact.
Does not come across: leads as leads, opportunities, quotes.
A spreadsheet
Comes across: people, companies, stage, owner, notes on the contact.
That list is deliberately short. The import moves people and their companies, and it does not move your deal history or your documents. If that is the dealbreaker it is better said here than found in week two.
Ask about a migrationOne ladder, the same one every Rillo runs on.
Thirty days free and no card to start. If you have not added one by day 31 the workspace pauses rather than billing you, and nothing is deleted.
One person, one book of relationships, nobody to coordinate with.
Start on SoloA team selling together, sharing accounts and a pipeline.
Start on TeamShared records, approvals, permissions and more than one team.
Start on BusinessEnterprise
Identity, governance, procurement or more than one edition in one company.
6 people on Team, at $39 each. That is the number checkout charges: the plan price times the seats, flat.
- Everyone who opens Rillo needs a seat, managers and admins included.
- Somebody given a view of one record is a collaborator and is not billed.
- Annual billing is cheaper per seat. The comparison is on the plan cards.