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In Progress

Done

Main Roadmap

In Review

WhatsApp Integration

Sandro De Luca

Track LinkedIn messages

Axel Fagerbakke

Being able to populate Hubspot or other CRM automatically with intelligence from Rolodex

API Integration with Hubspot - Two way

Give a summary of how the team connection knows the person. Prevents the user to pin teammate to understand relationship.

AI Summary of relationship

Birthdays reminder

Zapier Integration

Jim Benton

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:<ul><li>Support for importing multiple email addresses and phone numbers per contact</li><li>Field mapping for custom fields, tags, and lists during the import process</li><li>After uploading and mapping the CSV file, display a summary before execution, including:</li><li>How many new contacts will be created</li><li>How many duplicates have been found</li><li>How duplicate contact data will be merged or overwritten</li><li>A confirmation step before committing changes to the Rolodex database</li></ul>This would make bulk imports more transparent and safer, especially in environments where data integrity and deduplication are critical.

Improved CSV Import – Support for more fields

Olivier

Instagram Direct Message Integration

When your are about to email or message someone but you get a Rolodex warning that someone on your team recently reached out to that contact.This would basically remove the need to check Rolodex every time you want to message someone, which adds an additional step to the outreach process. If you got a warning, then you could go to Rolodex for additional context.

Email warning about other teammates having reached out

Jacob Straube

Get notified everytime somebody adds e.g "Stealth" to their titles

Create custom notifications for title updates

David Ohana

Planned

Light version

Rolodex Network View

Being able to create a follow up task directly from notes. When a note is created the user can create a task set for 1 week, 2 weeks, 1 month, 3 months directly in the "Add note" modal.

Add optional follow-up in Add note modal

Request introduction button

Task Priority

Evgeniya Savicheva

The ability to add "related contacts" to contacts. Mapping different contacts together

Add related contacts

Christopher Brereton

Completed

Keep in touch reminder

Philipp Briese

Import groups, contacts and other data from your personal Dex account into your teams Rolodex

Dex Integration

Be able to attach files to a company or contact (custom field or note

Attaching files to a company or contact

Rolodex

This feature enable users to create board view from a list in Rolodex<ul><li>When viewing a list, users can see the contacts in the list on board format</li><li>A board is a column layout organized by a single-select custom field</li></ul>With boards, Users can create custom pipelines or view their contacts in a Kanban format

Board view

Export data

Users will be able to sort/filter contacts on which workspace user is connected to them.