Rolldog CRM

Rolldog CRM is a Canada-based software company focused on reimagining how B2B organizations manage customer relationships and close deals. Headquartered in Toronto, the company was founded around 2017, with some sources citing 2019 as its public launch or operational milestone. Rolldog remains a growing player in the CRM space, with a lean team estimated between 9 and 50 employees, reflecting a tight-knit, agile environment that prioritizes innovation and responsiveness.

At its core, Rolldog is designed to make CRM software useful—not just for sales managers, but for everyone involved in the customer journey. The platform focuses on delivering intuitive features, reducing the complexity of traditional CRMs, and putting actionable insights into the hands of its users. With a modern interface and a data-driven approach, Rolldog empowers sales teams to boost revenue and build stronger customer connections, all while keeping user experience front and center.

The company also maintains an active LinkedIn presence, where it shares product updates, company news, and insights into CRM best practices. Its official website—rolldog.com—serves as the hub for product information, demo requests, and resources for prospective customers.

Rolldog CRM offers three per-user pricing tiers designed to match the needs of growing B2B teams:

• Starter — $35/user/month
• This entry-level plan supports small teams with essential CRM tools, including task automation, lead ranking, and an embedded inbox.
• Professional — $50/user/month

A mid-tier option that adds AI-powered opportunity scoring, advanced reporting, and more integration options.

• Enterprise — $65/user/month

Built for large or complex sales teams, this plan includes full customization, deeper permissions control, and priority support.

A standout feature across all tiers is the embedded email inbox, which allows users to manage email directly within the CRM. This reduces the need for third-party tools or additional email integration licenses—commonly priced at $10–$20 per user/month—resulting in measurable cost savings.

Market Comparison

Most entry-level CRMs start around $10–$30/user/month. Mid-tier CRMs like Salesforce, Microsoft Dynamics 365, or Zoho often range between $60 and $100/user/month. When adjusted for value and core features, Rolldog’s Professional plan at $50 lands well within the industry’s mid-market range.

Rolldog’s pricing reflects thoughtful cost-to-feature balance. The Starter plan gives smaller teams a strong foundation, while the Enterprise plan delivers top-tier value without the steep price often seen in legacy CRMs.

Rolldog isn’t just another CRM—it’s a direct response to the common pain points sales teams face with legacy systems.

Legacy CRM Frustrations

Many traditional CRMs frustrate sales teams more than they help. According to a Forrester study, up to 49% of CRM implementations fail due to low user adoption—often tied to poor usability and lack of meaningful insight.

• Complex user interfaces
• Older CRMs are often overloaded with features that clutter the experience, slowing teams down instead of streamlining work.

• Low user adoption
• Sales reps frequently abandon CRM systems in favor of spreadsheets or email, leaving leadership with incomplete data and broken pipelines.

• High cost of ownership
• Between expensive integrations and third-party tools, many CRMs come with hidden costs that drive up total spend over time.

Rolldog’s Solutions

Rolldog reimagines CRM around usability, automation, and built-in value:

• Intuitive interface
• Built for clarity, Rolldog ensures sales teams actually want to use the platform—without a steep learning curve.

• Three-Pillar Approach
• Designed around communication, task automation, and process configuration, this structure helps teams adapt and stay aligned.

• Sales-trajectory controls
• Lead ranking and AI-powered scoring give reps clear direction on which opportunities to pursue.

• Embedded email inbox
• Seamless email integration eliminates the need for switching apps and paying for extra inbox tools.

• Lower total cost of ownership
• With fewer external dependencies and a simplified tech stack, Rolldog offers long-term savings without sacrificing features.

The B2B Advantage

For B2B revenue teams, these features aren’t just nice-to-have—they’re foundational. Rolldog gives sales orgs the structure, clarity, and speed they need to compete in today’s market while avoiding the common CRM adoption traps.

Rolldog CRM offers smart, sales-focused features designed to simplify decision-making and drive consistent revenue growth.

Three-Pillar Sales Enablement Model

At the heart of Rolldog’s architecture is its Three-Pillar Sales Enablement Model—a framework built on communication, task automation, and process configuration.

This model keeps the CRM lightweight, flexible, and responsive to how sales teams actually work. It eliminates clutter and focuses only on what moves deals forward.

“We didn’t want to create another overloaded CRM. Rolldog is built for clarity and motion.” — Rolldog team (rolldog.com)

Mini use case:

A mid-size B2B sales team uses Rolldog to automate lead follow-ups (task automation), streamline client onboarding (process configuration), and manage internal notes across reps (communication). No third-party plug-ins or extra tools needed.

Lead & Opportunity Management (AI Scoring)

Rolldog gives sales reps the ability to “take control of your trajectory” through smart AI-powered lead scoring and opportunity ranking.

This feature evaluates deal potential based on user-defined criteria, historical patterns, and current activity. The platform highlights which deals deserve immediate attention and which leads are more likely to convert.

Rolldog’s AI scoring system provides visibility into pipeline health and identifies which opportunities are moving—or stalling.

Mini use case:

A sales manager reviews weekly lead scores and reprioritizes her team’s follow-ups, focusing on three high-potential accounts flagged by Rolldog’s scoring engine. One closes that week.

Pipeline Forecasting & Dashboards

Rolldog makes pipeline forecasting easy and visual. Using “Forecasting Your Pipeline – use of visual data representation,” the platform presents performance metrics in clean, real-time dashboards.

From weighted pipeline values to activity tracking and conversion trends, Rolldog surfaces the insights sales leaders need—without downloading data or building custom reports.

Visual dashboards give reps and managers instant access to deal status, forecast accuracy, and bottlenecks.

Mini use case:

A CRO preparing for a quarterly board meeting pulls live reports directly from Rolldog’s dashboard—saving hours of spreadsheet cleanup and ensuring up-to-date data is front and center.

Rolldog CRM is built to work seamlessly with the tools sales teams already use, reducing friction and improving workflow efficiency.

Built-In Email Integration

Rolldog includes an embedded email inbox that lets users send, receive, and track emails directly in the platform. This reduces app switching and keeps communication connected to the pipeline.

Calendar and Task Sync

Calendar and task integrations ensure meetings, reminders, and follow-ups stay aligned with CRM activity, helping users stay organized and on schedule.

Third-Party Tool Compatibility

Rolldog offers compatibility with essential business tools, including ERP, customer support platforms, and marketing automation systems. It supports modern B2B tech stacks without requiring complex customizations.

Low Dependence, High Value

Unlike traditional CRMs that rely heavily on external apps, Rolldog is fully functional out of the box. This reduces IT overhead, lowers cost, and simplifies setup for leaner operations.

Rolldog CRM is built with enterprise-grade security in mind, giving B2B companies the confidence to manage sensitive customer and pipeline data without compromise.

Data Protection Standards

Rolldog adheres to widely recognized data security frameworks, offering features like role-based access control, user permissions, and audit logs. These safeguards help businesses maintain internal data governance.

Cloud Infrastructure and Encryption

The platform runs on secure cloud infrastructure with end-to-end encryption for data in transit and at rest. This ensures that customer and sales data are protected against unauthorized access or breaches.

Regulatory Compliance

Rolldog supports compliance with major data privacy regulations such as GDPR and CCPA. Its built-in tools help businesses manage consent, track data access, and respond to data requests more efficiently.

User-Level Controls

Admins can configure who sees what across teams, ensuring that sensitive deal information is accessible only to authorized users. This reduces exposure and improves control over proprietary data.

Rolldog backs its platform with responsive customer support and accessible resources designed to help users get the most out of their CRM from day one.

Personalized Onboarding

New customers receive guided onboarding tailored to their business needs. Rolldog’s team helps configure the platform, ensuring fast adoption without overwhelming the user.

Ongoing Support Access

Users can reach support through multiple channels, including email and live chat. The response times are quick, and the support team is known for providing clear, actionable help without excessive back-and-forth.

Resource Library and Training

Rolldog provides a library of support content, including how-to guides, videos, and FAQs. These self-serve materials allow users to troubleshoot issues or explore new features on their own schedule.

Customer Success Program

Rolldog offers a customer success approach designed to help teams scale CRM use as their business evolves. This includes regular check-ins, usage reviews, and optimization tips from real people—not automated