Use cases

What small teams use ContactRoll for

One product for sales, support, calls and marketing email. Here is how it covers the four jobs small teams most often look for a tool to do.

A CRM with a built-in phone system

The phone system is part of the CRM. Call customers and take their calls in the browser, from the product that holds their record, their deals and their support email, with call groups, a phone menu, hold, transfer and recordings. Calls go through your own Twilio account, which bills you by the minute, with no markup from us.

Help desk and CRM in one

Support email as a queue of cases, and contacts, companies and deals, on one record of each customer. Whoever answers a case sees the customer’s deals, and whoever works a deal sees their support history.

Replace your CRM, help desk and phone system with one tool

A team of 10 to 25 often pays for a CRM, a help desk and a phone system, and keeps each customer in three places. ContactRoll holds the deals, the support cases and the calls on one record of each customer, with one login and one subscription for the team.

A shared inbox for small teams

One support address for the whole team, where every email becomes a case someone can take. Each case has one owner, so the team sees who is answering it, nothing sits in a personal inbox, and the queue says who is waiting on whom.

A CRM for small businesses that sell and support

Contacts, companies and a deals pipeline, with each customer’s emails, calls, cases and notes on one timeline. Made for teams of 10 to 25, with one price per person.