Jophiel
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Relationship OS

CRM
Outreach
Team visibility

RolodexRelationships stay warm when context lives in one place

Track every interaction, plan thoughtful follow-ups, and make sure teammates never double-ping the same person.

360°
Contact view

History, notes, and frequency in one lightweight workspace.

Minutes
To onboard

Import or create contacts quickly so you can start logging wins.

Zero
Missed follow-ups

Know exactly who needs a ping this week.

Shared
Team awareness

Everyone sees the latest notes before a call starts.

Key features

Relationships stay warm when context lives in one place

Searchable relationship graph

Find the right contact instantly with full-text search across names, notes, and recent activity.

Cadence tracking

See who is due for a check-in with configurable frequencies that keep your outreach intentional.

Rich activity logs

Capture meetings, dinners, and wins so the next touchpoint always starts with context.

Team collaboration

Share visibility on who owns which relationship and avoid double-pinging key partners.

Know the story before every call

Rolodex blends cadence tracking with narrative notes so you walk into every conversation informed.

  • Segment active and inactive relationships with a single glance.
  • Surface the last touchpoint alongside upcoming commitments.
  • Give your team one shared memory for every key contact.

Use cases that shine

Teams rely on Rolodex across the company.

Founder relationships

Keep investors, advisors, and candidates warm with a single source of truth on every interaction.

Walk into every meeting prepared.

Customer success

Log feedback, renewal risks, and follow-up commitments with a cadence that never slips.

Spot churn warning signs early.

Community builders

Organize speakers, collaborators, and superfans while recording the little details that build trust.

Scale high-touch programs without losing the human touch.

High-value workflow

  1. 1

    Capture the contact

    Create a new record the moment someone enters your orbit—names, roles, and quick notes included.

  2. 2

    Log every touchpoint

    Record conversations, intros, and follow-ups so teammates can pick up the thread instantly.

  3. 3

    Plan the next move

    Review upcoming cadences and queue the outreach that keeps relationships alive.

Loved by teams who build fast

Hear how Rolodex keeps momentum high.

Rolodex finally replaced my color-coded spreadsheet. Our team knows exactly who spoke with a partner last and what was promised.

Morgan Ellis
Head of Partnerships, Radian

The cadence view is deceptively simple—no contact falls through the cracks anymore.

Ibrahim Saad
Customer Success Lead, Orchard

Keep going with these resources

Explore tutorials, shortcuts, and inspiration.

Review your contacts

Jump into the Rolodex workspace and sort by who needs a touchpoint today.

View resource →

Add someone new

Create a contact from scratch or capture the quick details before you forget.

View resource →

Give your team a shared relationship hub

Move beyond scattered spreadsheets and start every outreach with the full story.