Rove
PRODUCT TOUR
Everything your customer team needs, on one record
Records, pipeline, tasks, handoffs, reports and the automations that keep them moving — in one workspace.
RECORDS · PIPELINE · TASKS
INSIGHTS · AUTOMATIONS
01
CUSTOMER RECORDS
Accounts, contacts and history in one timeline
Every email, call, meeting, note and stage change appears on the account in order, so anyone can pick up where the last person left off.
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Activity logged from email and calendar
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Contacts with roles and relationships
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Next step and owner on every account
02
PIPELINE
Stages that match how you really sell
Build a pipeline for each motion, with stages and probabilities you define and a clear next step on every deal.
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Funnel values that update as deals move
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Stalled-deal flags before the weekly review
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Won deals hand off automatically
03
TASKS & HANDOFFS
Work with an owner, a date and a reason
Tasks sit on the customer record. When responsibility moves between teams, the handoff is recorded with notes and contacts attached.
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Team board with to do, in progress and done
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Handoff threads with ownership changes
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Due dates, labels and progress
04
INSIGHTS
Reports that agree with the work
Built on the same records your team updates every day, so the numbers and the work never drift apart.
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Closed won, win rate and cycle time
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Saved views per team
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Scheduled CSV exports
05
AUTOMATIONS
Describe the routine once
Rules create tasks, assign owners and nudge people when records change, and every run is logged on the records it touched.
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Triggers on stages, dates and forms
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On/off per rule, with run counts
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Readable history for every run
06
FOR ADMINS
The details admins ask about
The unglamorous parts that make a system trustworthy for a whole team.
01
Roles and permissions
Control who can see, edit and export each part of the workspace.
02
Audit history
See who changed what and when, on every record and setting.
03
Custom fields and views
Shape records and lists around your process, per team.
04
Import and export
Bring data in from CSV and take all of it with you whenever you like.
05
API and webhooks
Read and write records, and react to changes in your own systems.
06
Notifications
Choose what reaches you in the app, by email or in team chat.
07
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.
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NEXT STEP
See Rove with your customers in it
Import a sample of your accounts and walk through a real week of work before you commit.
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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