AI generated nudges and email drafts
Scanning the meta data of previous interactions and calendar appointments, suggest follow-ups with contacts. Integrate AI capability to draft a message to the respective contact based on most recent interactions, and other user context like linkedIn profile updates.
Philipp Ebert 3 months ago
AI generated nudges and email drafts
Scanning the meta data of previous interactions and calendar appointments, suggest follow-ups with contacts. Integrate AI capability to draft a message to the respective contact based on most recent interactions, and other user context like linkedIn profile updates.
Philipp Ebert 3 months ago
In Progress
Add related contacts
The ability to add "related contacts" to contacts. Mapping different contacts together
Christopher Brereton 6 months ago
In Progress
Add related contacts
The ability to add "related contacts" to contacts. Mapping different contacts together
Christopher Brereton 6 months ago
Contact Custom fiel
Ability to create a custom field type where you can mark another contact within the workspace. Similar to Custom field type "workspace user" but with another contact stored in the database as the data value.
Bridie 7 months ago
Contact Custom fiel
Ability to create a custom field type where you can mark another contact within the workspace. Similar to Custom field type "workspace user" but with another contact stored in the database as the data value.
Bridie 7 months ago
Make.com Integration
An integration with Make.com will allow us to automate tons of different things, such as the creation of contacts and opportunities, move opps throughout a pipeline, etc. This is imperative. Plus, this connection will then allow us to integrate with thousands of other tools like Airtable.
VENTR 7 months ago
Make.com Integration
An integration with Make.com will allow us to automate tons of different things, such as the creation of contacts and opportunities, move opps throughout a pipeline, etc. This is imperative. Plus, this connection will then allow us to integrate with thousands of other tools like Airtable.
VENTR 7 months ago
Add CTAs to roadmap to drive user engagement + growth
Hey! I’m AJ, a future Rolodex intern (hopefully 😅). Just a thought—from a marketing POV, adding CTAs like “Join beta” or “Vote” would turn the roadmap into a growth tool, not just a list.
Abdilahi Jama 8 months ago
Add CTAs to roadmap to drive user engagement + growth
Hey! I’m AJ, a future Rolodex intern (hopefully 😅). Just a thought—from a marketing POV, adding CTAs like “Join beta” or “Vote” would turn the roadmap into a growth tool, not just a list.
Abdilahi Jama 8 months ago
Rolodex Calendar View
I would love to see a calendar view with the ability to toggle between the following: All calendar notifications Birthdays Tasks Anniversaries Custom items Etc.
Christopher May 8 months ago
Rolodex Calendar View
I would love to see a calendar view with the ability to toggle between the following: All calendar notifications Birthdays Tasks Anniversaries Custom items Etc.
Christopher May 8 months ago
Enhanced Visual Dashboards on Contact Level in Rolodex
I would like to propose an improvement to the visual dashboards of Rolodex at the individual Contact level, inspired by what’s available in SigParser. Specifically, we’d love to see the following features added: Interaction Status Clearly indicate whether the relationship with the contact is: ACTIVE: Latest interaction within the last 90 days. FADING: Latest interaction within the last 180 days. COLD: Latest interaction within the last 365 days. INACTIVE: Latest interaction more than 365 days ago. UNTOUCHED: Contact email address most likely derived from email message reply chains. Latest & First Interaction Dates Display the timestamp of the first and most recent interactions (email, meeting, etc.). Interaction Counts Show detailed counts such as: x Emails To x Emails From x Emails Included (CC/BCC) x Completed Meetings x Upcoming Meetings Interaction Highlights Summarize key milestones or noteworthy communication patterns (e.g., surge in contact, milestone events). Interaction Details Provide a time-based bar chart view showing the volume and type of interactions over time for quick visual analysis. Relationships Graph Visualize which team members interacted most with the contact and who was frequently in CC, using a graph-based layout. Coworker Relationships Overview A table view showing: Which team members had the most interactions with the Contact First interaction date per teammate Latest interaction date per teammate Type of interaction (email, meeting, etc.) Screenshots from SigParser are included to illustrate the desired functionality and visual presentation.
Olivier 9 months ago
Enhanced Visual Dashboards on Contact Level in Rolodex
I would like to propose an improvement to the visual dashboards of Rolodex at the individual Contact level, inspired by what’s available in SigParser. Specifically, we’d love to see the following features added: Interaction Status Clearly indicate whether the relationship with the contact is: ACTIVE: Latest interaction within the last 90 days. FADING: Latest interaction within the last 180 days. COLD: Latest interaction within the last 365 days. INACTIVE: Latest interaction more than 365 days ago. UNTOUCHED: Contact email address most likely derived from email message reply chains. Latest & First Interaction Dates Display the timestamp of the first and most recent interactions (email, meeting, etc.). Interaction Counts Show detailed counts such as: x Emails To x Emails From x Emails Included (CC/BCC) x Completed Meetings x Upcoming Meetings Interaction Highlights Summarize key milestones or noteworthy communication patterns (e.g., surge in contact, milestone events). Interaction Details Provide a time-based bar chart view showing the volume and type of interactions over time for quick visual analysis. Relationships Graph Visualize which team members interacted most with the contact and who was frequently in CC, using a graph-based layout. Coworker Relationships Overview A table view showing: Which team members had the most interactions with the Contact First interaction date per teammate Latest interaction date per teammate Type of interaction (email, meeting, etc.) Screenshots from SigParser are included to illustrate the desired functionality and visual presentation.
Olivier 9 months ago
Support for Model Context Protocol (MCP) to enable AI integration
It would be fantastic if Rolodex supported the Model Context Protocol (MCP). MCP provides a standardized way for large language models (such as ChatGPT) to securely and contextually interact with external data sources through a clean API abstraction. By implementing MCP, Rolodex would enable AI systems to ask intelligent, high-level questions about contacts, companies, communication history, and relationship data — without requiring custom API work for each use case. Example AI use cases: “Who on my team has had a lot of recent interactions with CFOs in the past 6 weeks?” “Give me a list of CEOs we've been in touch with who work in construction companies.” “Who have we talked to about ERP recently?” (based on email and calendar subjects) “I'm organizing an event about SAP in Brussels for C-level executives — which contacts from my network should I invite?” “What are the top 5 industries that my colleague [name] has engaged with over the past 12 months?” “For each Rolodex team member, show the top 5 companies they've interacted with during the selected period.” “Give me a list of companies we’ve had contact with in the last 24 months that have between 20–500 employees and are active in one of the following sectors: fire detection, access control, or video surveillance.” Benefits: Smarter, context-aware assistance from AI, powered by real-time Rolodex data No need for one-off API integrations or ad hoc queries Interoperability with AI platforms that support MCP (e.g., OpenAI, Anthropic Claude, Microsoft, Google DeepMind, LangChain, N8N, MuleSoft, …) High value for knowledge-driven sales, business development, and relationship teams Enables a new class of conversational analytics and opportunity discovery based on existing relationship data
Olivier 9 months ago
Support for Model Context Protocol (MCP) to enable AI integration
It would be fantastic if Rolodex supported the Model Context Protocol (MCP). MCP provides a standardized way for large language models (such as ChatGPT) to securely and contextually interact with external data sources through a clean API abstraction. By implementing MCP, Rolodex would enable AI systems to ask intelligent, high-level questions about contacts, companies, communication history, and relationship data — without requiring custom API work for each use case. Example AI use cases: “Who on my team has had a lot of recent interactions with CFOs in the past 6 weeks?” “Give me a list of CEOs we've been in touch with who work in construction companies.” “Who have we talked to about ERP recently?” (based on email and calendar subjects) “I'm organizing an event about SAP in Brussels for C-level executives — which contacts from my network should I invite?” “What are the top 5 industries that my colleague [name] has engaged with over the past 12 months?” “For each Rolodex team member, show the top 5 companies they've interacted with during the selected period.” “Give me a list of companies we’ve had contact with in the last 24 months that have between 20–500 employees and are active in one of the following sectors: fire detection, access control, or video surveillance.” Benefits: Smarter, context-aware assistance from AI, powered by real-time Rolodex data No need for one-off API integrations or ad hoc queries Interoperability with AI platforms that support MCP (e.g., OpenAI, Anthropic Claude, Microsoft, Google DeepMind, LangChain, N8N, MuleSoft, …) High value for knowledge-driven sales, business development, and relationship teams Enables a new class of conversational analytics and opportunity discovery based on existing relationship data
Olivier 9 months ago
Improved CSV Import – Support for more fields
When importing a CSV file of contacts into Rolodex, it is currently not possible to include multiple email addresses or phone numbers per contact—despite the fact that Rolodex supports this at the contact level. Additionally, it would be very useful to have the ability to map custom fields, tags, and lists during the import process. This would enable more accurate and complete data entry and reduce the need for manual corrections after import. Suggested improvements: Support for importing multiple email addresses and phone numbers per contact Field mapping for custom fields, tags, and lists during the import process After uploading and mapping the CSV file, display a summary before execution, including: How many new contacts will be created How many duplicates have been found How duplicate contact data will be merged or overwritten A confirmation step before committing changes to the Rolodex database This would make bulk imports more transparent and safer, especially in environments where data integrity and deduplication are critical.
Olivier 9 months ago
Improved CSV Import – Support for more fields
When importing a CSV file of contacts into Rolodex, it is currently not possible to include multiple email addresses or phone numbers per contact—despite the fact that Rolodex supports this at the contact level. Additionally, it would be very useful to have the ability to map custom fields, tags, and lists during the import process. This would enable more accurate and complete data entry and reduce the need for manual corrections after import. Suggested improvements: Support for importing multiple email addresses and phone numbers per contact Field mapping for custom fields, tags, and lists during the import process After uploading and mapping the CSV file, display a summary before execution, including: How many new contacts will be created How many duplicates have been found How duplicate contact data will be merged or overwritten A confirmation step before committing changes to the Rolodex database This would make bulk imports more transparent and safer, especially in environments where data integrity and deduplication are critical.
Olivier 9 months ago
Completed
Onboarding Notifications and Account Sync Overview for Admins
In larger consultancy agencies, it can be challenging to ensure that all colleagues are fully onboarded to Rolodex and actively syncing their contacts and activities. As a Rolodex administrator, when I invite teammates to join the platform and connect their Mail and LinkedIn accounts, it would be extremely helpful to receive a notification when someone has actually completed their Rolodex account setup. This notification should include: A visual confirmation (e.g., "[Name] joined Rolodex" with profile picture, similar to Clay.earth) An overview of which accounts (Mail, LinkedIn, etc.) they have successfully connected A count of how many contacts/companies/activities have been successfully synced, to verify that everything is functioning as expected. This way, I don’t have to manually check the portal each time to see who has joined or whether they have completed the setup. It would make onboarding tracking much more efficient and transparent for admins. Additionally, it would be even more convenient if, as a Rolodex administrator, I could not only invite colleagues but also immediately activate their Mail sync (Microsoft or Google) on their behalf. This way, they would only need to add the LinkedIn sync themselves. This would significantly reduce onboarding friction and ensure a faster time-to-value across the team.
Olivier 9 months ago
Completed
Onboarding Notifications and Account Sync Overview for Admins
In larger consultancy agencies, it can be challenging to ensure that all colleagues are fully onboarded to Rolodex and actively syncing their contacts and activities. As a Rolodex administrator, when I invite teammates to join the platform and connect their Mail and LinkedIn accounts, it would be extremely helpful to receive a notification when someone has actually completed their Rolodex account setup. This notification should include: A visual confirmation (e.g., "[Name] joined Rolodex" with profile picture, similar to Clay.earth) An overview of which accounts (Mail, LinkedIn, etc.) they have successfully connected A count of how many contacts/companies/activities have been successfully synced, to verify that everything is functioning as expected. This way, I don’t have to manually check the portal each time to see who has joined or whether they have completed the setup. It would make onboarding tracking much more efficient and transparent for admins. Additionally, it would be even more convenient if, as a Rolodex administrator, I could not only invite colleagues but also immediately activate their Mail sync (Microsoft or Google) on their behalf. This way, they would only need to add the LinkedIn sync themselves. This would significantly reduce onboarding friction and ensure a faster time-to-value across the team.
Olivier 9 months ago
Integration with SigParser for Automatic Contact Enrichment
Currently, Rolodex CRM does not support parsing data from the email body or signature. As a result, only basic information such as the email address and name is captured. Key contact details like phone numbers, job titles, physical locations, and even LinkedIn URLs—which are often included in email signatures—are not automatically retrieved. While a separate feature request has already been submitted to enhance Rolodex’s own parsing capabilities, we propose an alternative solution: integrating Rolodex with the SIG Parser API (https://ipaas.sigparser.com). SigParser is a specialized tool that accurately extracts structured contact data from email signatures. By connecting Rolodex to the SigParser database, users could automatically enrich contact profiles within the Rolodex CRM, reducing manual entry and improving data quality. This integration should include robust deduplication rules to avoid creating duplicate records. Benefits of this integration: Enriched contact profiles (phone numbers, titles, locations, LinkedIn, etc.) Fewer duplicates across the CRM Better user experience with less manual input More complete and actionable contact database, even without relying on LinkedIn enrichment We believe this feature would greatly enhance the value of Rolodex CRM, particularly for teams managing high volumes of inbound email and relying on the Rolodex mobile app to quickly find and call phone numbers and support Caller Identification.
Olivier 9 months ago
Integration with SigParser for Automatic Contact Enrichment
Currently, Rolodex CRM does not support parsing data from the email body or signature. As a result, only basic information such as the email address and name is captured. Key contact details like phone numbers, job titles, physical locations, and even LinkedIn URLs—which are often included in email signatures—are not automatically retrieved. While a separate feature request has already been submitted to enhance Rolodex’s own parsing capabilities, we propose an alternative solution: integrating Rolodex with the SIG Parser API (https://ipaas.sigparser.com). SigParser is a specialized tool that accurately extracts structured contact data from email signatures. By connecting Rolodex to the SigParser database, users could automatically enrich contact profiles within the Rolodex CRM, reducing manual entry and improving data quality. This integration should include robust deduplication rules to avoid creating duplicate records. Benefits of this integration: Enriched contact profiles (phone numbers, titles, locations, LinkedIn, etc.) Fewer duplicates across the CRM Better user experience with less manual input More complete and actionable contact database, even without relying on LinkedIn enrichment We believe this feature would greatly enhance the value of Rolodex CRM, particularly for teams managing high volumes of inbound email and relying on the Rolodex mobile app to quickly find and call phone numbers and support Caller Identification.
Olivier 9 months ago
Encourage Users to Connect with their Contacts on LinkedIn
We propose adding a feature that encourages Rolodex users to connect on LinkedIn with people they’ve interacted with via email or calendar meetings. This option should be configurable by each user—meaning everyone can decide individually whether to enable or disable this prompt. Why is this important? Richer Contact Data: When users establish a 1st-degree LinkedIn connection with their contacts, Rolodex can access richer data—such as profile photos, job titles, locations, and more—directly from LinkedIn, significantly enhancing the contact profiles. Greater LinkedIn Reach and Impact: By proactively building a larger LinkedIn network with contacts from their email and calendar, both individuals and teams can increase their reach. For organizations like research or consultancy firms, this translates to greater impact and visibility when posting updates, insights, or achievements on LinkedIn. Additionally, when you ask questions within your network, having more LinkedIn connections increases the likelihood of receiving helpful answers. Some consultants and professionals value a well-developed LinkedIn network as a key part of their business development and personal branding strategies. Feature Details: Rolodex should identify contacts with whom the user has interacted via email or calendar but is not yet connected to on LinkedIn—and where no invitation is currently pending. Users should receive non-intrusive suggestions or reminders to connect with these contacts on LinkedIn. The feature should be optional and user-configurable in the settings. Summary: Encouraging users to connect with relevant contacts on LinkedIn will enrich Rolodex data and empower users and teams to expand their professional networks and influence.
Olivier 9 months ago
Encourage Users to Connect with their Contacts on LinkedIn
We propose adding a feature that encourages Rolodex users to connect on LinkedIn with people they’ve interacted with via email or calendar meetings. This option should be configurable by each user—meaning everyone can decide individually whether to enable or disable this prompt. Why is this important? Richer Contact Data: When users establish a 1st-degree LinkedIn connection with their contacts, Rolodex can access richer data—such as profile photos, job titles, locations, and more—directly from LinkedIn, significantly enhancing the contact profiles. Greater LinkedIn Reach and Impact: By proactively building a larger LinkedIn network with contacts from their email and calendar, both individuals and teams can increase their reach. For organizations like research or consultancy firms, this translates to greater impact and visibility when posting updates, insights, or achievements on LinkedIn. Additionally, when you ask questions within your network, having more LinkedIn connections increases the likelihood of receiving helpful answers. Some consultants and professionals value a well-developed LinkedIn network as a key part of their business development and personal branding strategies. Feature Details: Rolodex should identify contacts with whom the user has interacted via email or calendar but is not yet connected to on LinkedIn—and where no invitation is currently pending. Users should receive non-intrusive suggestions or reminders to connect with these contacts on LinkedIn. The feature should be optional and user-configurable in the settings. Summary: Encouraging users to connect with relevant contacts on LinkedIn will enrich Rolodex data and empower users and teams to expand their professional networks and influence.
Olivier 9 months ago
Automatic Extraction of Contact Information from Email Signatures
Current Situation: Today, Rolodex does a great job centralizing contact information for people our team interacts with, pulling in names an email addresses from Microsoft and Google Mailboxes, and—via LinkedIn—photos, job titles, locations, and companies. Gap: Rolodex does not parse the email body to extract information from email signatures; it only uses metadata and subject lines. In practice, for approximately 85% of our B2B emails interactions, signatures contain at least some of this valuable data: Job title Mobile and/or landline phone numbers Website LinkedIn URL Postal address For example, when a LinkedIn URL is included in a signature, Rolodex could automatically link the contact to the corresponding LinkedIn profile, retrieve additional details (like a photo), and avoid creating duplicate contacts for the same person across platforms. Business Value: For our consultancy business, being able to automatically extract and centralize contact information from email signatures, and to intelligently link contacts across email and LinkedIn, would be extremely valuable. This would improve data completeness, reduce manual entry, and prevent duplicate entries in the Rolodex database. Request: We understand that parsing email bodies to retrieve signature data is more technically demanding than extracting metadata. However, we would like to request a feature that enables Rolodex to: Parse the body of received emails Automatically extract all relevant contact information from signatures (phone numbers, LinkedIn URLs, websites, postal addresses, etc.) Recognize when an email contact matches a LinkedIn profile and link them to avoid duplicates and enrich the contact profile mportant: For confidentiality and data security reasons, we do not want Rolodex to store the full email body—only the extracted signature information. This is essential to protect sensitive correspondence and maintain trust. Summary: Adding intelligent signature parsing and smart contact linking will significantly enhance Rolodex for teams that rely on accurate and comprehensive contact information from email communications.
Olivier 9 months ago
Automatic Extraction of Contact Information from Email Signatures
Current Situation: Today, Rolodex does a great job centralizing contact information for people our team interacts with, pulling in names an email addresses from Microsoft and Google Mailboxes, and—via LinkedIn—photos, job titles, locations, and companies. Gap: Rolodex does not parse the email body to extract information from email signatures; it only uses metadata and subject lines. In practice, for approximately 85% of our B2B emails interactions, signatures contain at least some of this valuable data: Job title Mobile and/or landline phone numbers Website LinkedIn URL Postal address For example, when a LinkedIn URL is included in a signature, Rolodex could automatically link the contact to the corresponding LinkedIn profile, retrieve additional details (like a photo), and avoid creating duplicate contacts for the same person across platforms. Business Value: For our consultancy business, being able to automatically extract and centralize contact information from email signatures, and to intelligently link contacts across email and LinkedIn, would be extremely valuable. This would improve data completeness, reduce manual entry, and prevent duplicate entries in the Rolodex database. Request: We understand that parsing email bodies to retrieve signature data is more technically demanding than extracting metadata. However, we would like to request a feature that enables Rolodex to: Parse the body of received emails Automatically extract all relevant contact information from signatures (phone numbers, LinkedIn URLs, websites, postal addresses, etc.) Recognize when an email contact matches a LinkedIn profile and link them to avoid duplicates and enrich the contact profile mportant: For confidentiality and data security reasons, we do not want Rolodex to store the full email body—only the extracted signature information. This is essential to protect sensitive correspondence and maintain trust. Summary: Adding intelligent signature parsing and smart contact linking will significantly enhance Rolodex for teams that rely on accurate and comprehensive contact information from email communications.
Olivier 9 months ago
Accelerate Merging of Duplicate Contacts
At our consultancy agency, we connect both our Microsoft 365 and LinkedIn accounts to Rolodex. Due to recent LinkedIn API restrictions, it is no longer possible to retrieve email addresses or phone numbers via the LinkedIn integration. As a result, we are seeing a significant increase in duplicate contacts: one contact synced from Microsoft with an email address but no photo or LinkedIn profile, and another contact with a photo and LinkedIn profile but without an email address or phone number. Manually merging over a thousand duplicate contacts is simply unmanageable. However, using a blanket "Merge All" approach is also risky, as different individuals can share the exact same name. We would strongly benefit from some intelligent auto-merging capabilities within Rolodex. Suggested Auto-Merge Logic: If two contacts have exactly the same name, and: Contact A has an email address with domain [mycompany.com] but no LinkedIn profile Contact B has a LinkedIn profile but no email address, and one of the companies listed in that profile matches (or almost matches) domain [mycompany] Then, in 99.99% of cases, we can confidently assume it's the same person, and Rolodex should automatically merge those contacts. Additional Matching Signals: Another way to increase the probability of a correct match is by analyzing the first interaction timestamps. If the first email interaction and the first LinkedIn interaction with each respective contact happened around the same period (e.g., within a few days or weeks of each other), it is highly likely they refer to the same individual. This correlation could serve as a valuable signal for suggesting or auto-confirming matches. Enhancing the Manual Merge Experience: For all other cases, the "Merge & Fix" screen is helpful, but it would be far more efficient if Rolodex displayed a match probability percentage based on string similarity and field comparisons. Currently, we must open and analyze each contacts manually. If Rolodex could display something like "Match Probability: 85%", users could more confidently choose to merge without manual review, saving significant time. This kind of smart, context-aware assistance would drastically improve the efficiency and user experience for teams managing large, complex contact databases.
Olivier 9 months ago
Accelerate Merging of Duplicate Contacts
At our consultancy agency, we connect both our Microsoft 365 and LinkedIn accounts to Rolodex. Due to recent LinkedIn API restrictions, it is no longer possible to retrieve email addresses or phone numbers via the LinkedIn integration. As a result, we are seeing a significant increase in duplicate contacts: one contact synced from Microsoft with an email address but no photo or LinkedIn profile, and another contact with a photo and LinkedIn profile but without an email address or phone number. Manually merging over a thousand duplicate contacts is simply unmanageable. However, using a blanket "Merge All" approach is also risky, as different individuals can share the exact same name. We would strongly benefit from some intelligent auto-merging capabilities within Rolodex. Suggested Auto-Merge Logic: If two contacts have exactly the same name, and: Contact A has an email address with domain [mycompany.com] but no LinkedIn profile Contact B has a LinkedIn profile but no email address, and one of the companies listed in that profile matches (or almost matches) domain [mycompany] Then, in 99.99% of cases, we can confidently assume it's the same person, and Rolodex should automatically merge those contacts. Additional Matching Signals: Another way to increase the probability of a correct match is by analyzing the first interaction timestamps. If the first email interaction and the first LinkedIn interaction with each respective contact happened around the same period (e.g., within a few days or weeks of each other), it is highly likely they refer to the same individual. This correlation could serve as a valuable signal for suggesting or auto-confirming matches. Enhancing the Manual Merge Experience: For all other cases, the "Merge & Fix" screen is helpful, but it would be far more efficient if Rolodex displayed a match probability percentage based on string similarity and field comparisons. Currently, we must open and analyze each contacts manually. If Rolodex could display something like "Match Probability: 85%", users could more confidently choose to merge without manual review, saving significant time. This kind of smart, context-aware assistance would drastically improve the efficiency and user experience for teams managing large, complex contact databases.
Olivier 9 months ago
Display "Network Strength" for Contacts
We’d like to request the addition of a "Network Strength" feature for each contact in Rolodex. A calculated value based on the number of people this Contact is connected to (for example via LinkedIn). Additionally, it would be highly valuable to show a breakdown of which team members know the contact and how well they know them (e.g., interaction frequency, duration, or relationship strength score). This would enable us to quickly identify the best internal connection path to reach or leverage a contact, and make informed decisions about outreach or relationship management. The idea is similar to the functionality described here: https://library.clay.earth/hc/en-us/articles/21789388483099-Network-Strength-for-Teams-and-Individuals
Olivier 9 months ago
Display "Network Strength" for Contacts
We’d like to request the addition of a "Network Strength" feature for each contact in Rolodex. A calculated value based on the number of people this Contact is connected to (for example via LinkedIn). Additionally, it would be highly valuable to show a breakdown of which team members know the contact and how well they know them (e.g., interaction frequency, duration, or relationship strength score). This would enable us to quickly identify the best internal connection path to reach or leverage a contact, and make informed decisions about outreach or relationship management. The idea is similar to the functionality described here: https://library.clay.earth/hc/en-us/articles/21789388483099-Network-Strength-for-Teams-and-Individuals
Olivier 9 months ago
Clarify LinkedIn Connector Instructions During Mobile Onboarding
Current behavior: When a user completes the Rolodex onboarding flow on a smartphone (iOS or Android) and attempts to connect their LinkedIn account, the app prompts them to install the Chrome extension. However, it seems the Chrome extension cannot be installed or used on mobile devices, leading to confusion. https://guide.rolodexcrm.com/Linkedinsync Proposed improvement: Update the LinkedIn sync prompt during mobile onboarding with a clear message that: The Chrome extension must be installed on a Windows PC or Mac using the Chrome browser. Make sure to log in to your LinkedIn Account on the same browser. LinkedIn syncing will only work when the computer is powered on and the extension is active. LinkedIn sync is not supported on mobile devices. Suggested message (example): “To connect your LinkedIn account, you’ll need to install the Rolodex Chrome Extension on a desktop or laptop (Windows or macOS). LinkedIn sync won’t work from your phone. Make sure your computer is turned on and the extension is running for the sync to complete.” Why this matters: This change will prevent user confusion, set the right expectations, and improve the onboarding experience by providing platform-specific guidance.
Olivier 9 months ago
Clarify LinkedIn Connector Instructions During Mobile Onboarding
Current behavior: When a user completes the Rolodex onboarding flow on a smartphone (iOS or Android) and attempts to connect their LinkedIn account, the app prompts them to install the Chrome extension. However, it seems the Chrome extension cannot be installed or used on mobile devices, leading to confusion. https://guide.rolodexcrm.com/Linkedinsync Proposed improvement: Update the LinkedIn sync prompt during mobile onboarding with a clear message that: The Chrome extension must be installed on a Windows PC or Mac using the Chrome browser. Make sure to log in to your LinkedIn Account on the same browser. LinkedIn syncing will only work when the computer is powered on and the extension is active. LinkedIn sync is not supported on mobile devices. Suggested message (example): “To connect your LinkedIn account, you’ll need to install the Rolodex Chrome Extension on a desktop or laptop (Windows or macOS). LinkedIn sync won’t work from your phone. Make sure your computer is turned on and the extension is running for the sync to complete.” Why this matters: This change will prevent user confusion, set the right expectations, and improve the onboarding experience by providing platform-specific guidance.
Olivier 9 months ago
Notion Integration – Sync Contacts and Companies to Notion Database
Enable a native integration that automatically creates and updates a Notion database with all Contacts and Companies from Rolodex. Each contact should be represented as a record in Notion, including key fields such as: Basic Info: Photo, First Name, Last Name, Job Title, Company, Location, Country Contact Details: Email, Phone, LinkedIn, Facebook, Website Engagement: First Contacted, Last Contacted, Contact Strength (Low, Medium, High), Upcoming Birthday Organization: Lists, Tags, Custom Fields from Rolodex Collaboration: Team Connections (to see which team members have the strongest relationship with the contact) A hyperlink that opens the contact directly in the Rolodex web app for full details Value: This integration would be especially powerful for agencies that rely on Notion as their central workspace. It enables fast access to contact and company data, supports contextual linking from other Notion pages, and allows triggers or automations when fields change. Reference: This feature is already offered by Clay as part of their Notion sync: https://library.clay.earth/hc/en-us/articles/27416041339931-Notion Rolodex can offer similar functionality tailored to multi-user team environments.
Olivier 9 months ago
Notion Integration – Sync Contacts and Companies to Notion Database
Enable a native integration that automatically creates and updates a Notion database with all Contacts and Companies from Rolodex. Each contact should be represented as a record in Notion, including key fields such as: Basic Info: Photo, First Name, Last Name, Job Title, Company, Location, Country Contact Details: Email, Phone, LinkedIn, Facebook, Website Engagement: First Contacted, Last Contacted, Contact Strength (Low, Medium, High), Upcoming Birthday Organization: Lists, Tags, Custom Fields from Rolodex Collaboration: Team Connections (to see which team members have the strongest relationship with the contact) A hyperlink that opens the contact directly in the Rolodex web app for full details Value: This integration would be especially powerful for agencies that rely on Notion as their central workspace. It enables fast access to contact and company data, supports contextual linking from other Notion pages, and allows triggers or automations when fields change. Reference: This feature is already offered by Clay as part of their Notion sync: https://library.clay.earth/hc/en-us/articles/27416041339931-Notion Rolodex can offer similar functionality tailored to multi-user team environments.
Olivier 9 months ago
Completed
Add Sync Progress Dashboard for Contacts, Calendars, and Emails
Introduce a dashboard that shows the sync progress of LinkedIn contacts, Microsoft calendars, and emails. Users should be able to view how far Rolodex has progressed in indexing their data—whether the sync is complete, ongoing, or encountering issues. For admins, provide a team-wide overview displaying: Which data sources (Google, Microsoft, LinkedIn) each team member has connected (ALREADY VISIBLE TODAY) The specific accounts that have linked The number of contacts, emails, and meetings successfully synced from each source The timestamp of the last successful sync per source, to detect issues such as an inactive LinkedIn Chrome extension The date range of synced activities (from oldest to newest), to identify cases where a user's mailbox or calendar has been archived or limited in scope Value: Rolodex, as the collective brain of a consultancy agency, only creates value if all team members sync their data sources successfully. Currently, admins can see icons indicating whether Google, Microsoft, or LinkedIn is connected, but not which accounts are linked, how much data has been pulled, or how fresh or complete the data is. This makes it difficult to ensure proper onboarding, troubleshoot issues, and maintain full data visibility across the team. Adding a sync progress dashboard would: Improve transparency and team accountability Help admins quickly identify sync issues (e.g., expired permissions, inactive Chrome extensions) Surface partial syncs due to archived calendars or emails Ensure the CRM is filled with accurate, complete, and up-to-date activity data
Olivier 9 months ago
Completed
Add Sync Progress Dashboard for Contacts, Calendars, and Emails
Introduce a dashboard that shows the sync progress of LinkedIn contacts, Microsoft calendars, and emails. Users should be able to view how far Rolodex has progressed in indexing their data—whether the sync is complete, ongoing, or encountering issues. For admins, provide a team-wide overview displaying: Which data sources (Google, Microsoft, LinkedIn) each team member has connected (ALREADY VISIBLE TODAY) The specific accounts that have linked The number of contacts, emails, and meetings successfully synced from each source The timestamp of the last successful sync per source, to detect issues such as an inactive LinkedIn Chrome extension The date range of synced activities (from oldest to newest), to identify cases where a user's mailbox or calendar has been archived or limited in scope Value: Rolodex, as the collective brain of a consultancy agency, only creates value if all team members sync their data sources successfully. Currently, admins can see icons indicating whether Google, Microsoft, or LinkedIn is connected, but not which accounts are linked, how much data has been pulled, or how fresh or complete the data is. This makes it difficult to ensure proper onboarding, troubleshoot issues, and maintain full data visibility across the team. Adding a sync progress dashboard would: Improve transparency and team accountability Help admins quickly identify sync issues (e.g., expired permissions, inactive Chrome extensions) Surface partial syncs due to archived calendars or emails Ensure the CRM is filled with accurate, complete, and up-to-date activity data
Olivier 9 months ago