Rove
CUSTOMER OPERATIONS PLATFORM
One workspace to move every customer forward
Rove brings customer records, pipeline, tasks and team handoffs together, so every account has an owner and every next step happens.
ONE RECORD
EVERY TEAM
BUILT FOR EVERY TEAM THAT SHARES YOUR CUSTOMERS
Sales
Deals with a next step
Customer success
Renewals seen early
Operations
Routing and workload
Account management
One owner per account
Founders
The whole picture
01
PLATFORM
Everything you need to run customer work
Rove brings records, activity, ownership and pipeline into one workspace, so every team can see what is happening and act on it.
1.1
Time on every account
See where calls, meetings and follow-ups go, so effort lands on the accounts that need it.
1.2
Deals with clear owners
Every deal shows its value, its owner and how long it has been in motion.
1.3
Pipeline in real time
Open pipeline and closed value move together, so you know where the quarter stands.
1
record for every customer, shared by every team
4
views on the same data
5
required fields on every handoff
14
day free trial, no card needed
02
VISIBILITY
Visibility into every customer action
Rove shows where customer work is moving and where it has stalled, giving every team the context to act before the customer notices.
01
Track activity across every account and owner
02
Connect ownership, timing and outcomes in one view
03
Make decisions without assembling reports by hand
03
INSIDE ROVE
One workspace, three ways to work
Revenue, reporting and day-to-day tasks share the same records, so the numbers and the work never disagree.
04
CAPABILITIES
Core features that power your workflow
Records, pipeline, tasks and automation in one platform, so teams manage customers, track deals and scale operations without stitching tools together.
01
Shared customer records
Accounts, contacts, notes and files on one timeline anyone on the team can read.
02
Pipeline forecasting
Stage-weighted forecasts by owner, pipeline and close date, updated as deals move.
03
Team collaboration
Mentions, shared notes and recorded handoffs keep everyone moving in sync.
04
Roles and permissions
Decide who can see, edit and export each part of the workspace, with full audit history.
05
Alerts and reminders
Nudges for overdue tasks, stalled deals and renewals coming up, sent where people work.
06
Automations
Rules create tasks, assign owners and post updates, and every run is logged.
05
TEAMS
Designed for how customer teams actually work
Rove simplifies shared customer work by combining visibility, automation and collaboration, so teams stay aligned on the next step.
06
HOW IT WORKS
A smarter way to run customer work
Everything flows through one connected workspace. Rove captures activity, organises accounts, automates follow-ups and keeps every team on the same page.
1
Start with instant setup
Connect your inbox and calendar, import accounts from CSV and set an owner for each.
2
Manage every deal seamlessly
Track conversations, assign tasks and hand off with notes attached, all from one workspace.
3
Review, close and repeat
Measure what moved, learn from the exceptions and improve the process every week.
07
SAMPLE STORIES
Teams that stopped chasing work
Sample testimonials for this template — replace them with quotes from your own customers.
“
Rove keeps our growing team aligned. Every account has an owner and every handoff arrives with the context the next person needs.
Daniel Okafor
Head of Operations, Northwind & Co.
“
We moved renewals out of a spreadsheet in a week. Now risk shows up months early, with a name and a date next to it.
Elena Marsh
Customer Success Lead, Calder Health
08
INTEGRATIONS
Works with the tools you already use
Connect email, calendar, chat, billing, support and data to one customer record. Use the API and webhooks for everything else.
Categories shown for illustration — connector availability varies by plan.
Email
Calendar
Team chat
Forms
Billing
Support desk
Data warehouse
Payments
Analytics
Webhooks & API
09
PRICING
Simple plans. Steady growth.
Example pricing for this template — USD, per user, excluding tax. Every plan starts with a 14-day trial.
Showing monthly prices, billed monthly
STARTER
$12
/user, billed monthly
$10
/user, billed yearly
For small teams replacing a shared spreadsheet.
+
Up to 10 users
+
Accounts, contacts and one pipeline
+
Tasks and shared notes
+
CSV import and export
+
Email support
GROWTH
Recommended
$29
/user, billed monthly
$24
/user, billed yearly
For teams coordinating sales and customer success.
+
Unlimited users
+
Unlimited pipelines and fields
+
Handoff templates
+
500 automation runs / month
+
Insights and saved views
SCALE
$49
/user, billed monthly
$41
/user, billed yearly
For larger teams with admin and security needs.
+
Everything in Growth
+
Unlimited automation runs
+
SSO and advanced permissions
+
Audit history
+
Priority support
10
QUESTIONS
Got questions?
Everything you need to know about Rove, from plans and imports to automations and support.
Still unsure?
Talk to the team →Rove is a customer operations platform. It gives sales, customer success and operations teams one shared record per customer, with pipeline, tasks, handoffs and automations around it.
Yes. Import accounts, contacts, deals and open tasks from CSV files, map columns to fields and review duplicates before anything is created.
Every plan starts with a 14-day trial and no card is required. You can change plan or cancel at any point during the trial.
No. Rove connects to them, so conversations and updates appear on the right customer record while people keep using the tools they know.
Mentions, shared notes and recorded handoffs keep conversations on the customer record, so the next person always has the context.
Email support on every plan, chat on Growth and priority support on Scale, plus guided onboarding for your first workflow.
11
JOURNAL
Notes from the Rove journal
→
NEXT STEP
Get started today and move every customer forward
Start with one team and one workflow. Most teams import their records and run their first automation in an afternoon.
ROVE / CUSTOMER OPERATIONS
14-DAY TRIAL / NO CARD
One record. One owner. One next step.
Product notes, once a month
Short notes on pipelines, handoffs and renewals. Unsubscribe at any time.
PRODUCT
SOLUTIONS
COMPANY
© 2026 Rove. All rights reserved.
Demonstration template — names and figures are illustrative.
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