Rolodex - Team CRM
Rolodex · Productivity · Marketing
Rolodex - Team CRM is an AI-powered relationship management platform built for teams that live and die by their networks. It works as a team CRM software and network management tool that syncs with LinkedIn, Gmail, and Outlook to pull every meeting, email, and touchpoint into one shared workspace. Anyone on your team can then see who knows whom and when to follow up. Instead of a pipeline full of deals, you get a living map of people, jobs, and conversations that stays current as contacts change roles, move cities, switch companies, or quietly go cold for a year. And that's the part most contact lists never manage.
About Rolodex - Team CRM
What Is Rolodex - Team CRM
Rolodex - Team CRM is a team relationship management platform that turns scattered contacts into a shared, always-updated network. The core idea is simple: your company's relationships belong to the company, not to the one person who happened to build them. Rolodex makes that pool of contacts searchable and useful for everyone.
It solves a familiar problem. Someone leaves, and their Rolodex walks out the door with them. A colleague emails a contact who was already pitched last week. A hiring manager forgets that a candidate is an old client. The platform handles contact management, engagement history, notes, and tasks so those gaps close.
The tradeoff is scope. Rolodex isn't a full sales CRM. There's no pipeline, no deal stages, and no lead scoring by design. Teams that need forecasting or revenue reporting will still want a separate tool.
Getting Started
- Sign up at rolodexcrm.com and start the free trial (no credit card required).
- Connect your LinkedIn, Gmail, or Outlook account so Rolodex can import contacts and engagement history.
- Pick a workspace and invite teammates so contacts and notes live in one shared place.
- Assign tasks and follow-ups, then browse your network through List, Board, or Map View.
- Optionally add the MCP Server to Claude or ChatGPT to pull relationship context into your AI workflows.
Product Information
A quick look at Rolodex - Team CRM's pricing, supported platforms, and performance.
Best for
The users, tasks, and scenarios where this tool fits best.
Users
- Founders and executives
- Sales and partnerships teams
- Recruiters and venture teams
Tasks
- Avoiding duplicate outreach
- Reconnecting on job changes
- Running structured outreach
Scenarios
- Planning a business trip
- Onboarding a new hire
- Preparing for a call
Key features
LinkedIn and Email Sync
Rolodex connects to LinkedIn, Gmail, and Outlook and pulls contacts, meetings, and emails into one database. It also watches LinkedIn for job changes, so you find out when a contact moves companies. That turns manual list-keeping into something that mostly runs on its own. No spreadsheet to babysit.
Map View
Map View plots your team's contacts on a geographic map. You can spot who's near an upcoming trip, plan a route around key meetings, and see where your network is thin. It's a practical way to turn a contact list into an itinerary. Simple, and genuinely useful.
Board View Pipelines
Board View lets you build custom pipelines and drag contacts between stages for deals, outreach, or client engagement. Since Rolodex has no built-in deal stages, this is how you add light process without turning it into a full sales CRM. It keeps outreach visible without forcing a quota mindset.
Company-Level Insights
Every touchpoint your team has with a company rolls up into a single view. You can see who last engaged, read the email and meeting history, and check whether anyone has an open thread. It's the fastest way to catch a relationship that's gone quiet. Worth a weekly check.
Team Task Management
Assign follow-ups, track who owns them, and keep the team aligned in a shared workspace. Tasks sit next to the relationship history, so a reminder comes with the context of what was last said, not just a name and a date. That context is the whole point. Miss it, and you're cold-calling.
MCP Server for AI Clients
The Rolodex MCP Server plugs your relationship data into Claude, ChatGPT, Claude Code, and other MCP-compatible AI tools, so an assistant can answer questions about who on your team has already contacted a specific person or company. There are no API keys to manage. You paste a server URL, sign in with your Rolodex account, and can revoke access from settings whenever you want.
Security and Access Control
Rolodex says it protects data with end-to-end encryption and follows industry compliance standards, which matters when client contact details flow through a platform several people can read. The MCP side adds role-based access and audit logs, so you can see what each integration touched.
Pros and cons
Pros
- Syncs LinkedIn, Gmail, and Outlook so contact and engagement data stays current without manual entry.
- Team-wide visibility means relationships survive when an individual leaves the company.
- Map View and Board View give visual ways to plan outreach that most plain CRMs skip.
- MCP Server brings relationship context into Claude and ChatGPT without managing API keys.
- Native iOS and Android apps keep contacts accessible away from a desk.
Cons
- No free plan, so you can't run it long-term without paying per seat.
- Deliberately skips deal stages and lead scoring, which rules it out for teams that need sales forecasting.
- Per-user pricing at $29 to $39 adds up fast for larger teams.
- Value depends on teammates actually connecting their accounts, so partial adoption limits what you see.
Frequently asked questions
It centralizes your team's contacts and relationship history in one place by syncing LinkedIn, Gmail, and Outlook, which means everyone sees the same picture without forwarding files around. You get engagement history, notes, tasks, and views like a map and pipeline board, all shared across the team.
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