Rolodex
Rolodex is an AI-powered team relationship management platform that centralizes and automates network management by integrating with LinkedIn, Gmail, and Outlook to help teams leverage their collective relationships at scale.
https://rolodexcrm.com/?ref=producthunt
Product Information
Updated:Oct 11, 2025
What is Rolodex
Rolodex is not just another CRM, but a purpose-built platform designed to help teams organize and unlock the full potential of their collective professional networks. As a modern evolution from the traditional physical Rolodex device, this digital platform serves as a comprehensive solution for teams in sales, fundraising, partnerships, or leadership roles who need to manage their business relationships effectively. It was developed as an extension of Dex, a personal CRM, to specifically address the needs of collaborative teams.
Key Features of Rolodex
Rolodex is a team-focused CRM platform that integrates with LinkedIn, Gmail, and Microsoft 365 to centralize and track all professional relationships and interactions. It offers automated contact syncing, interaction tracking, task management, and geographic visualization features while providing company-level insights and secure data protection to help teams collaborate effectively and leverage their collective network.
Automated Integration: Seamlessly syncs with LinkedIn, Gmail, and Outlook to automatically track all meetings, emails, and interactions across the team
Network Visualization: Provides Map View for geographic overview of connections and Board View for managing workflows and pipelines
Task Management: Allows teams to assign, track, and manage contact-related tasks to ensure proper follow-up and relationship nurturing
Company-Level Analytics: Consolidates all team touchpoints with companies into a single view, tracking engagement history and interactions
Use Cases of Rolodex
Sales Team Coordination: Help sales teams track client interactions, manage pipelines, and coordinate outreach efforts across team members
Business Development: Track potential partnerships, monitor relationship growth, and identify networking opportunities through shared connections
Account Management: Maintain organized client relationships, track engagement history, and ensure timely follow-ups across the account team
Pros
Comprehensive integration with major professional platforms (LinkedIn, Gmail, Outlook)
Strong team collaboration features with shared visibility
Advanced visualization and organization tools
Cons
May require significant setup time for full integration
Dependent on team-wide adoption for maximum effectiveness
How to Use Rolodex
Sign up and Install Extensions: Create a Rolodex account and install the required browser extension for LinkedIn sync functionality
Connect Your Accounts: Connect your Gmail, Outlook, and LinkedIn accounts to automatically sync your contacts, calendar events, and communication history
Import Team Connections: Add team members to sync their professional networks into the unified database, creating a comprehensive shared network
Set Up Mobile Access: Download the Rolodex mobile app from the App Store (iOS) to access your network on the go and add contacts/notes from anywhere
Organize Contacts: Use tools like Boards, Map View, and Org Charts to organize contacts and visualize your network relationships
Track Interactions: Monitor all team interactions including meetings, emails, and notes in one centralized location
Manage Tasks: Create and assign tasks to team members for follow-ups and relationship maintenance
View Company Insights: Access consolidated views of all touchpoints with specific companies to see interaction history across your team
Use Map View: Utilize the geographic overview to locate contacts and plan location-based outreach strategies
Monitor Network Updates: Stay informed about contact job changes and network updates through automatic LinkedIn synchronization
Rolodex FAQs
Rolodex is a Relationship Intelligence platform that centralizes your team's contacts, interactions, and relationship data in one platform. Unlike traditional sales CRMs, it focuses on overlaying your team's personal and professional networks into one place.
Rolodex Video
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