Boosts collaboration and productivity by centralizing customer interactions, task delegation, and internal messages on autopilot. Our CRM files all activities for you.
RogerRoger offers smart contact management that will let you and your team collectively manage contacts and quickly browse through your recipient messages, tasks, notes and more.
Build customer segments, set permissions and manage access to sensitive information.
Customer communication and all related tasks, comments, notes and team chats are linked to right contact on autopilot for easy reference.
Make sure everyone works with the same data and keep it updated without a drop of sweat.
Pull in customer information for extra context when ever you need to, no matter if you are in your inbox or working on a task on a workspace.
Take a deep-dive and browse people or companies communication history, tasks, comments and more without leaving the page you're on.
Centralize all contact information and easily organize it with our efficient and user-friendly platform.
Quickly locate and access attachments and documents from emails and tasks for improved collaboration and productivity.
Streamline task delegation and tracking with a complete history of all completed tasks for each client.
Easily search and locate notes on customer interactions from your team and you, organized for effortless follow-up.
Connect people with their associated companies to create a comprehensive overview of your relationships.
Categorize and filter customer interactions with ease, optimizing organization and creating easy reference for all team members.
View the summarized version as a slide-in view from within a task or email and enjoy context whenever needed.