About Rolodex

General

1. What is Rolodex?

Rolodex is a relationship intelligence platform designed to help teams manage and understand their collective network. It centralizes contact data, tracks interactions, and provides insights to help strengthen professional relationships.

2. Do you offer a free trial?

Rolodex offers a 7 day free trial. You can also explore our features through a demo or by contacting our team to learn more about how Rolodex can benefit your organization.

3. Do you offer discounts?

Yes, we offer a 50% discount for non-profit organizations. Contact our team to learn more about how your organization can benefit from this discount.

4. How does Rolodex work?

Rolodex works by centralizing your team’s contacts, interactions, and relationship data in one platform. It integrates with tools like LinkedIn, Gmail, and Outlook to automatically capture and update contact information. Rolodex also deduplicates contacts, ensuring that you and your team don’t have overlapping or redundant entries. Teams can collaborate by tracking communications, setting reminders, and creating notes, allowing everyone to stay informed and strengthen relationships across the network.

5. What payment methods do you accept?

We use Stripe to securely handle payments and do not store credit card information. You can pay using Mastercard, Visa, Discover, and Amex. You can also cancel your subscription at any time.

6. I want to know more about your privacy policy and security.

We understand that the information you store in Rolodex, such as birthdays, friends, and anniversaries, is personal and private. That’s why we’re committed to handling your data with the utmost respect for your privacy. Rolodex is supported solely by subscriptions, and we never sell your data to third parties. For more detailed information, feel free to review our Privacy Policy.

Common Questions About Using Rolodex

1. What’s the difference between Rolodex and a traditional CRM?

Rolodex is a Relationship Intelligence platform, not a traditional sales CRM. While CRMs like Salesforce focus on managing sales pipelines and deals, Rolodex overlays your team’s personal and professional networks into one place. It helps you uncover warm introductions, track meaningful relationships, and maintain key connections—before they ever enter a sales funnel.

3. How does Rolodex keep my data updated?

Rolodex automatically syncs your connections and communication history from LinkedIn, Gmail, Outlook, and your calendar. It updates contact information, pulls in meeting activity and email interactions, and alerts you to job changes—ensuring your network stays fresh without manual data entry.

4. Do I need to be LinkedIn connected to someone to add them to Rolodex?

No, you don’t need to be connected to someone on LinkedIn to add them. With the Rolodex browser extension, you can add any public LinkedIn profile to your Rolodex with just one click, even if you’re not connected.

5. Is my team’s information private?

Within a workspace, information is shared so your team can collaborate. Everyone invited into the same workspace can see contacts, companies, and interactions added by teammates. However, private notes and fields can be set if needed for sensitive information. We prioritize transparency, security, and proper permission controls.

6. What happens if two people on my team know the same contact?

Rolodex intelligently consolidates contacts and interaction histories. If multiple people know the same contact, Rolodex merges the relationship insights so everyone benefits from a shared.

7. How does "Keep in Touch" work?

Keep in Touch allows you to set interaction reminders for key contacts. Rolodex monitors your team’s engagement history and notifies you when it’s time to reach out. Once you interact with the contact again, the reminder resets automatically, ensuring consistent engagement without manual tracking.

8. Can I bring my notes and custom data from another system (like Dex)?

Yes! Rolodex offers an easy import workflow, including a direct integration with Dex. This allows you to bring over your contacts, notes, and historical activity—ensuring you don’t lose the work you’ve already put into managing your network.

9. What happens if I leave my company? Can I take my personal contacts with me?

Contact ownership depends on how your workspace is set up. If contacts are part of a team workspace, they typically remain with the workspace. If you need to maintain personal ownership of certain contacts, we recommend keeping them in a personal Rolodex workspace outside of your team’s shared environment.

11. Is there a mobile app for Rolodex?

Yes, Rolodex is available as a mobile app, allowing you to access your network, add notes, and receive reminders on the go. Perfect for staying connected while traveling or attending meetings.