Everything a concierge team needs, in one CRM
MyRolodex brings member preferences, requests, vendors and every conversation into one place your whole team shares, then helps you spot what each member needs next.
The core of a concierge CRM
Who your members are, what they’ve asked for, who you book with and what it all costs. Built in, rather than configured into a general-purpose tool.
- Member profilesPreferences, family, loyalty programs and documents in one shared profile.Read more
- Request managementEvery dining, travel, event and gifting request, with an owner and status.Read more
- Vendor managementVendor contacts, negotiated rates and commission, kept by your company.Read more
- Billing and paymentsDues, request costs and service fees billed to members on one statement.Read more
What makes it different
Keep the phones and inboxes your team relies on, get suggestions before members ask, and give members an app in your name.
- Email and text syncYour team texts and emails as usual. Every conversation lands on the right member.Read more
- Intelligent insightsSuggestions on what each member needs next, approved by your team.Read more
- Member app and portalA white-labeled app where members see plans, confirmations and documents.Read more
Grow and stay in control
Reach the right members with the right invitation, see how the operation is running, and keep the most sensitive details locked down.
- Member marketingInvitations and updates to the right members, in your brand, with RSVPs tracked.Read more
- ReportingResponse times, workload, request volume and vendor commission, with no spreadsheets.Read more
- Secure vaultEncrypted storage for passports, licenses and cards, with expiry tracking.Read more
- SecurityEncryption, role-based access and an audit history for every member record.Read more
Your members expect you to remember. Now your whole team can.
Book a walkthrough
Or write to hello@myrolodexcrm.com