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Features

Everything ContactRoll does

Every feature that is in ContactRoll today, by area, in one sentence each. Each links to the page or help article that explains it. Features marked Plus come with the Plus plan, and those marked Standard and Plus with either paid plan; everything else is on every plan, Free included, within Free’s limits.

Take the tour

Ten steps through the real app, with nothing to sign up for: a customer’s email, the reply, a deal and a call.

A tour of ContactRoll in 10 steps

Step 1 of 10

Everything in one place

Cases, contacts, deals, calls and campaigns are sections of one product, and each of them reads the same record of each customer.

ContactRoll in Tallowquill Support: every section in groups — Support, Sales, Marketing, Reports and Settings — in a sidebar at a desk and in a menu on a phone, beside the case queue.

Step 2 of 10

A customer’s email becomes a case

Forward your support address to ContactRoll, and each email opens a case. The queue says who each case is waiting on, you or the customer, and for how long.

The case queue of Tallowquill Support. Cases waiting on a reply are at the top, the oldest reading “us · 19h”; below them, cases waiting on the customer read “them”. Each row gives the subject, the customer, who the case waits on and its status.

Step 3 of 10

Reply on the case

The customer’s emails and your answers are one conversation. Write the reply and press Send to email it; the arrow beside Send sets the case’s status in the same press.

A case’s conversation in Tallowquill Support: Sam’s reply to Maya Lindgren about October’s invoice, and below it the next reply being written, with “Email this to maya@crumbhollow.example” ticked and a Send button.

Step 4 of 10

Ask a colleague, in a note

A note is for the team and is never emailed to the customer. Type @ to mention a colleague or a team, and they are told.

A case’s timeline in Tallowquill Support: a box to add a note for the team, filters by kind of entry, and two entries: a mention asking Ana Ruiz to check a refund before the reply, and Priya’s note that the customer moved to the new wholesale price list on Oct 1.

Step 5 of 10

One record of each customer

Open a contact to see their company, their phone numbers and their cases, with every email, call, note and deal on one timeline.

A contact’s page in Tallowquill Support: Maya Lindgren of Crumbhollow Bakery, her email, owner and when she was added, two phone numbers with one marked to call first, and her open case with who it is waiting on.

Step 6 of 10

Move a deal along

Drag a deal to its next stage, or press Move to. Each stage shows its total, and that total weighted by its chance of winning.

Tallowquill Support’s deals, stage by stage from New lead to Lost: each stage headed by how many deals it holds and their total, each open stage also by that total weighted by its chance of winning, and each deal with its amount, company, close date and a Move to button.

Step 7 of 10

Take the call in the browser

Calls go through your own Twilio account. A call to your number rings the free members of its group, and Calls now shows who is ringing, who is talking and who is waiting.

A live view of every call in Tallowquill Support: the Support group with nobody free, a call from Brambleby Dental ringing Dana Wells, Maya Lindgren in a call with Priya Shah, two callers waiting in order with how long each has waited, and each member’s state.

Step 8 of 10Plus

Hand the caller to a colleague

Talk to a colleague first while the caller waits on hold, then complete the transfer, or take the caller back.

The calling bar during a warm transfer: in a call with Hana Okafor, Sam is talking to Ana Ruiz while the caller is on hold and cannot hear, with buttons to complete the transfer or take the caller back, beside the case queue.

Step 9 of 10

The call stays on the case

Each call is listed on its case and its contact. Where your team records calls, the recording plays right there, as does a voicemail.

Calls on a case in Tallowquill Support: an outgoing call with Maya Lindgren, connected, 2 min 14 s, its recording paused at 0:51 with speeds of 1×, 1.5× and 2×; and an incoming call where she left a 38-second voicemail.

Step 10 of 10

Try it with your own team

Every new organization starts with a 14-day trial of Plus, with no card. When it ends, a team of 3 people or fewer moves to Free by itself, and a larger team chooses Standard or Plus. There is no second trial.

Start 14-day Plus trial

Sales

Contacts, companies, deals and the forecast. Sales in ContactRoll.

  • ContactsKeep every person your team works with, added by hand, by import or when they first email support.
  • CompaniesGroup people by the company they work for and see all their cases and deals on one page.
  • Phone numbersContacts and companies hold several labeled numbers, shown the way their country writes them and found by search.
  • Deals and pipelineWork deals across your pipeline's stages on a board at a desk or a list on a phone.
  • Stage bar and guidanceEach deal shows its stages as a bar, with your team's guidance for the stage it is in and one button to move on.
  • Deal historyEvery change to a deal's stage, amount and owner is kept in a history nobody can rewrite.
  • Exact moneyDeal amounts are kept to the cent in your organization's currency, never rounded.
  • Deals linked to casesLink support cases to a deal so sales sees what a customer has been asking.
  • TasksAdd tasks to a case, contact, company or deal and see yours as overdue, today, this week and later.
  • Daily task emailOne email a day lists each person's due and overdue tasks, in the team's time zone.
  • Log a callRecord a call made on another phone, with its outcome and internal notes, and add a callback task in one press.
  • Your app's usersYour own app can tell ContactRoll a person's plan, status and last sign-in, shown beside their cases.
  • Events from your appSend events such as a trial started or a feature used from your server, to start sequences and build segments.
  • Lifecycle stagesEach person and company is marked trial, activated, at risk or churned from what your app and billing report.
  • Import from a fileImport contacts from a CSV file, with a choice for people already here and the rows that failed handed back.
  • Import from other CRMsFiles exported from HubSpot, Pipedrive, Salesforce and Zoho are read with their own column names.
  • Where a contact came fromEvery contact records how it arrived: by hand, an import, a sign-up form, an email or your app.
  • Do not callMark a contact Do not call, and their numbers show as plain numbers that ContactRoll's phone places no call to.
  • Merge duplicatesFind likely duplicate contacts and companies, choose field by field what to keep, and merge them with a record of it.
  • Task types and Due todayGive tasks a type such as a call or an email, and see everything due today in one list.
  • Weighted pipeline listThe pipeline's list shows each stage's total and weighted value, per currency.
  • No-activity warningFlag deals with no activity in a number of days you set for each pipeline.
  • Custom fieldsAdd fields of your own, in eleven types, to contacts, companies, deals and cases; use them in lists, segments and flows.
  • ForecastSee weighted, best-case and won amounts per month and owner, with deals past their expected close flagged.
  • Lead scoringStandard and PlusGive each person a number from who they are and what they did lately, then sort by it, segment on it or start a flow when it crosses a line.
  • Your own ContactRoll addressCopy your own ContactRoll address on an email you send, and it’s saved on the timeline of each existing contact it went to.
  • Events about an accountStandard and PlusName the company in an event from your app, and ContactRoll finds or makes it and links the person to it.

Support

Support email as a queue, articles and a help center. Support in ContactRoll.

  • The case queueEvery email to your support address opens a case in one shared queue, with its number, status, priority and owner.
  • Waiting onEach case says whose move it is — us, with how long the customer has waited, them, or a fix.
  • Your own support addressEach organization gets its own support address; forward the one your customers know and replies go out under your name.
  • Replies stay on the caseA customer's reply joins its case even when their email program drops the usual headers.
  • Attached filesFiles a customer attaches are kept privately on the case, and a file that could not be kept says why where it would be.
  • Status bar on a caseNew, Open, Pending and Closed sit across the top of every case, each explained in a press and set in one more.
  • Send and set statusOne press sends a reply and closes the case, sets it pending or sets it open.
  • Snooze a casePut a case aside until later today, tomorrow, next week or a time you pick; it comes back early if the customer replies.
  • New-case emailsMembers who switch it on get an email when a customer writes in, each sent to them alone.
  • Response-time targetsSet a first-reply and next-reply target per product, counted in your business hours, with a countdown chip on every case.
  • Business hoursYour team's week and time zone decide when targets count, when snoozes wake and when callers are answered.
  • Saved repliesA shared library of replies with placeholders for the customer's first name, your name and the case number.
  • Bugs linked to GitHubReport a bug from a case to your product's GitHub repository, link more cases to it, and hear when the fix ships.
  • Customer details kept outA bug report is refused if it carries the customer's address, full name, company name or a run of their words.
  • Knowledge articlesWrite how-tos, known problems, policies and what-to-say articles, each save a version that is never rewritten.
  • Articles on a caseThe Knowledge panel on a case suggests articles and drops one into your reply in a press.
  • Known issuesA known-problem article lists the cases it answers and is offered first when a matching case arrives.
  • Internal articles stay internalAn article marked internal is never sent to a customer, and a reply that quotes one is refused.
  • Flag it or fix itAnyone can mark an article wrong or out of date; its owner gets a task and it shows flagged until cleared.
  • Article from a caseTurn a solved case into a draft article, with the customer's details checked out first.
  • Articles reviewed on a scheduleEach article has an owner and a review date, and its owner gets a task when it falls due.
  • Knowledge measuresSee which articles are used on cases and which searches found nothing.
  • Public help centerPublish your articles on a help center page for each product, with your brand kit's colors and logo.
  • Ask a question formThe help center's question form suggests articles as the visitor types and opens a case that says where it came from.
  • Help widgetPut a help button on your own site that searches your published articles.
  • Pictures in articlesPublic articles show the pictures you added from your own media library.
  • Several support addressesEach support address can have its own response-time target, kept by every case written to it.
  • Forwarding confirmationsWhen Gmail or another provider asks to confirm forwarding, ContactRoll shows a Confirm button instead of opening a case.
  • Targets by priorityGive urgent and high-priority cases their own reply targets, counted from when the wait began.
  • Satisfaction surveyWhen a case closes, the customer is asked one question from 1 to 5, and the score shows on the case and in reports.
  • Was this helpful?Every public article asks whether it helped, and the least helpful ones show in your Knowledge measures.
  • MacrosOne click puts a reply in the box and sets status, priority and owner, or adds a note; you still press Send.
  • Saved queue viewsSave the queue's filters and sort as a view of your own or one the whole team shares.
  • Someone else is replyingThe case page warns you when a colleague is already writing a reply.
  • Automatic assignmentNew cases go round-robin or to the least busy member, skipping anyone away or outside their hours.
  • Ask and hand offAsk a colleague a question on a case, or hand it to them or a team's queue with a note of what they need to know.

Calling

Calls in the browser through your own Twilio account. Calling in ContactRoll.

  • Your own TwilioConnect your own Twilio account; Twilio bills you directly and ContactRoll adds nothing to the minutes.
  • Call from your browserPlace calls from a contact, company or case in your browser, with mute, hang up and the reason a call failed.
  • Calls on the recordEach call lands on the person's timeline with its length and outcome, and your notes stay internal.
  • A cap on minutesSet the month's calling minutes and see what they cost at Twilio's published prices before you call.
  • Inbound calls open casesEvery call to your number opens a case, answered or not, and finds the caller by their number.
  • Taking callsMembers switch Taking calls on to ring in their browser, and are only rung once their line is ready.
  • VoicemailA missed call goes to voicemail, and the message is kept on the caller's case.
  • Callers without an emailAn unknown number becomes a caller you can later give an address or fold into a contact; callers are never emailed.
  • Call recordingSwitch recording on and every recorded call is announced first; the audio stays in your own Twilio account.
  • Listen to recordingsPlay a recording on the call's row at 1x, 1.5x or 2x, with every listen recorded.
  • How long recordings are keptKeep recordings forever, or delete them at Twilio after 30, 90 or 180 days or a year; administrators can delete one any time.
  • Call groupsA number rings a group of members together or one at a time, skipping anyone already on a call.
  • Callers wait in lineWhen everyone is busy, callers wait in the group's line with music until someone answers.
  • Calls nowOne page shows every call ringing, waiting and in progress right now.
  • What each number doesGive each number its hours, greeting, group to ring and closed message, start from a template, and undo in one press.
  • Phone menusPlusOffer callers a menu of up to four keys, each ringing its own group or playing a message.
  • Call it yourselfPreview each step a caller will hear before switching a number's setup on.
  • HoldPut a caller on hold with music and take them back when you are ready.
  • TransferTransfer a call to a member or a call group, with its case and recording carried across.
  • The voice callers hearChoose the voice that reads your greeting and messages to callers.
  • Warm transferPlusTalk to a colleague first while the caller waits, then complete the transfer or take the call back.
  • Ring the owner firstPlusRing the caller's own account owner alone for a few seconds before the rest of the group.
  • Hold musicCallers on hold hear gentle tones or one of three Bach recordings that are free for anyone to use.
  • Twilio's signature checkedOptionally give your Twilio Auth Token so every call request is checked as Twilio's own; it is used for nothing else.
  • Call transcriptsStandard and PlusSwitch transcripts on and recorded calls are written out speaker by speaker by your own Twilio, and found by search.
  • Phone setup guideSet up calling in seven steps, buy a US local number from your own Twilio account at Twilio’s price, and make a test call to see it works.

Marketing

Campaigns, sequences, sign-up forms and social posts. Marketing in ContactRoll.

  • CampaignsPlan a campaign from a goal and one message, with each email, post or video in it as a piece of its own.
  • Approve every pieceA person approves the exact version that goes out, and an approved, scheduled piece sends itself at its time.
  • Marketing calendarEvery planned piece on one calendar, with a warning and a fix when two clash or one is due unapproved.
  • Claim checkPoints out any number, quote or comparison in your words that your product's facts do not back up.
  • Pre-flight checkEach piece is scored against its brief before it is submitted, with what to fix listed.
  • Brand kitKeep your colors, fonts, logo, tagline and product facts in one place for every piece and your help center.
  • Media libraryKeep your own pictures and recordings for each product and campaign, checked for what they really are.
  • Unsubscribes that stickSomeone who unsubscribes stays unsubscribed, even if they are deleted and imported again.
  • One-click unsubscribeEvery marketing email carries a one-click unsubscribe that mail programs can press for the reader.
  • Your own sending domainMarketing email is sent from your own verified domain, with its SPF, DKIM and DMARC each checked and shown.
  • Automatic pauseSending pauses itself if complaints or bounces climb, and every administrator is told.
  • Domain warm-upA new sending domain is held to a rising daily limit for its first four weeks.
  • TemplatesStart an email from a template that is copied, not linked, so editing one never changes another.
  • Fill-in fieldsFields like a first name are filled in from the contact as each email is sent, with a preview for any person.
  • SegmentsBuild audiences from rules on your contacts, companies and their activity, checked again at the moment of sending.
  • SequencesStandard and PlusA series of emails that starts when a person does something and moves on day by day in your team's time zone.
  • Sequence goals and stagesStandard and PlusA sequence can start on a lifecycle stage and end as soon as its goal is reached.
  • Sign-up formsA hosted page or HTML snippet with double opt-in, keeping the form's wording, the page and both times as evidence.
  • Preference centerEach person chooses the topics they hear about and how often.
  • Weekly cap and quiet hoursCap how many marketing emails a person gets each week, and hold sends during their night.
  • Replies become casesA reply to a marketing email opens a support case naming the email it answered.
  • Survey question in an emailAdd one NPS or 1-to-5 question to an email; each person's answer is kept on their contact.
  • Click tracking you controlLinks are tracked with UTM tags, tracking can be switched off, and a person can have their clicks forgotten.
  • Campaign resultsEach campaign reports its clicks, sign-ups and trials, and YouTube's views for its videos.
  • A/B testsStandard and PlusTest two subject lines; the winner is called by a written rule and sent to the rest, or it says no difference was found.
  • Suggested send timeSuggests an hour to send from your own clicks once there are enough, and says where its number comes from.
  • Bluesky, Mastodon and XStandard and PlusConnect Bluesky, Mastodon and X accounts and post to them from ContactRoll.
  • Posting queueStandard and PlusSet each account's posting times and add an approved post to its queue, or give it a time of its own.
  • Drag to rescheduleStandard and PlusDrag a post on the calendar to move it, for every account or just one.
  • Post composerStandard and PlusWrite one post with its own text per network, up to four pictures with descriptions, and a first comment.
  • Post resultsStandard and PlusLikes, reposts, replies and followers are read daily for each post and account.
  • Videos to YouTubeAn approved video goes to your connected YouTube channel, marked as made with synthetic media where it is.
  • Video storyboardsPlusPlan a video scene by scene, with its words timed for speech, before anything is paid for.
  • HeyGen videosPlusOn your own HeyGen account, make a presenter video or a produced one, planned first and approved by a person.
  • Reference libraryPlusKeep public videos and pages you admire, with why each is kept, to plan your own from.
  • Words criticFlags a hook too long, too many hashtags or a number no fact supports before a person approves.

Automation and reports

Flows, reports, dashboards and goals.

  • Automation flowsPlusWhen something happens, if it matches, then act — reply, assign, tag, add a task or start a sequence.
  • Test before switching onPlusEach flow is tested on your real records before it can be switched on, and says what it would have done.
  • Starter flowsPlusReady-made flows for urgent cases, missed reply targets, reopened cases and quiet customers, each off until you choose.
  • Flow safeguardsPlusA flow acts once for each event, is held to a daily and an hourly limit, and pauses itself with the administrators told.
  • ReportsSales, Support, Calling and Marketing reports for any dates up to a year apart, for everyone, a team or one member.
  • Reports as CSVDownload any report as a CSV file that opens safely in a spreadsheet.
  • Missed targetsThe Support report lists the cases that missed their reply targets, worst first.
  • Report builderBuild your own report on seven record types, save it, and share it with your team.
  • DashboardsArrange report cards on dashboards, starting from Sales, Support and Calling dashboards made for you.
  • Reports by emailEmail a saved report weekly or monthly, each person seeing only the records they can reach.
  • GoalsSet monthly or quarterly goals for a member, a team or everyone, and see progress above the queue and on dashboards.
  • Pipeline analyticsReport the stage-to-stage conversion, the average days in each stage, the win rate and the deal velocity of a pipeline.

Roles and security

Who may do what, who sees what, and how data is kept. Roles and security in ContactRoll.

  • Your data kept apartEach organization's records and files are kept apart, and every boundary is tested from every role.
  • Private filesAttachments and library files are private, served only by links that expire in sixty seconds.
  • Sealed keysKeys and tokens for your connected services are sealed and never shown again, even to administrators.
  • Invite your teamInvite members by email; each invitation works only for the address it was sent to.
  • Nine ready-made rolesGive each member one of nine ready-made roles, from Owner and Administrator to Agent, each with its permissions listed.
  • Who sees whatNarrow a role to everything, its team's records, its own or none, per record type, with or without unassigned ones.
  • Roles of your ownPlusCopy a role, rename it and change its permissions and reach; nobody can make a role with more than their own.
  • View as a rolePlusSee ContactRoll as a role sees it before you give that role to anyone.
  • A member's pageEach member has a page showing their role, what it allows and its history of changes.
  • History nobody can rewriteChanges to roles, deals, flows and articles are kept as history that no one, administrators included, can edit.
  • Two-factor sign-inMembers can add an authenticator app, and an Owner can require it for the whole organization.
  • Lost-phone resetAn Owner can reset a member's lost second factor, recorded and emailed to the member.
  • Backup codesTen one-time backup codes, shown once at setup and made again on request, let you sign in without your phone.
  • Export everythingThe Owner and Administrators download all of the organization's data as one file, and every attached file, at any time.
  • Everything about one personExport everything held about one person to answer a data request.
  • Close your accountClose the account yourself, change your mind within 30 days, and then every record and file is deleted.
  • The audit logOne page shows who did what and when across the organization — sign-ins, role changes, exports, deletes, bulk actions, settings and API keys.
  • Field-level permissionsChoose, for each custom field and each role, whether the role sees and changes it, only sees it, or does not see it at all.

Platform

The timeline, search, plans, the API and webhooks.

  • One timeline per recordEvery contact, company, case and deal has one timeline of notes, calls, tasks, emails and changes, newest first.
  • Notes and commentsWrite team notes on any record and comment under any timeline entry; notes are never emailed to a customer.
  • MentionsMention a colleague or a team in a note to bring them in, and see everything you were mentioned in on one page.
  • Follow a recordFollow a record to hear about new notes on it, and choose to be told at once, in your daily email or never.
  • Go straight to a caseType a case number such as #12 to open that case.
  • Getting startedA new organization's queue shows six steps to set up, each ticked as it is done.
  • Sample dataAdd sample records to try ContactRoll and remove them all in one press; each is marked Sample.
  • Integrations pageSee every connection — Stripe, GitHub, Twilio, Google, HeyGen, YouTube, keys and webhooks — and whether each is working.
  • APIPlusRead and write contacts, companies, cases and more over a documented API with keys your administrators make.
  • WebhooksPlusSend signed notices to your own server when records change, such as a case closed or an owner changed.
  • Standard and PlusStandard and Plus are priced per user; moving down keeps everything you made and freezes what the plan above had.
  • Marketing contact limitsStandard holds 2,000 marketing contacts and Plus 10,000; an import that would go over is refused whole and says why.
  • 14-day trial of PlusA new organization starts on Plus for 14 days with no card.
  • Team time zone and currencyYour organization's time zone and currency decide every date, hour and amount ContactRoll shows.
  • Bulk actionsChange many contacts, companies, deals or cases at once — give them to someone, set a field, tag them, add them to a list, or close them.
  • The Free planFree for up to 3 people, with contacts, deals, cases, support email, calling and a help center, within its limits.
  • A sidebar for every sectionEvery section in one grouped sidebar that folds to icons, a menu on a phone, and dark mode for anyone who picks it.
  • Connect your appStandard and PlusMake a key, copy a ready request in curl, Node or Python, and see the last 20 things your app sent and what each did.
  • Upsert by your own idStandard and PlusKeep contacts and companies in step with your app by its own id for each, made or changed in one request.

Which plan has what

Free is $0 for up to 3 people. Standard is $29 and Plus is $59 per user a month, paid yearly. 14 of the 177 features above come with Plus alone, and 13 with Standard and Plus. Calls are billed by Twilio to your own Twilio account, with no markup.

Start free

Start free, no card

Every new organization starts with a 14-day trial of Plus, with no card. When it ends, a team of 3 people or fewer moves to Free by itself, and a larger team chooses Standard or Plus. There is no second trial.

Start free, no card

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