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 actually happens.

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14-day trial

Import from CSV

No card to start

Rove

Workspace

Quick create

Overview

Accounts

Pipeline

Tasks

Insights

Automations

Saved views

Renewals · Q4

EMEA accounts

Weekly review

Maya Chen

maya@yourteam.example

Overview

Export

Open pipeline

+12.5%

$412,000

Up 12 deals this month

New and expansion

Tasks on time

+7%

91%

Better than last quarter

Across 6 owners

At-risk renewals

-2

Down from 5 last month

Needs an owner and a date

Handoffs completed

Sales → success

All with five required fields

Pipeline created

New and expansion pipeline, last 6 months

6 months

30 days

7 days

Apr

May

Jun

Jul

Aug

Sep

New business

Expansion

Accounts

Renewals

Handoffs

Tasks

Customize columns

Add account

Account

Segment

Status

Value

Owner

Larkfield Supply Co.

Wholesale

Negotiation

$48,000

Maya Chen

Brightmoor Clinics

Healthcare

Onboarding

$31,000

Aisha Bello

Kestrel Analytics

Software

At risk

$36,000

Priya Raman

Halden Logistics

Logistics

Qualified

$18,000

Tomás Rivera

Mercer & Hale

Legal

Proposal

$14,000

Jordan Ellis

Everything in one place

Everything you need to run customer work

Records, ownership and pipeline in a single workspace — no stitching spreadsheets, inboxes and chat threads together.

Owners this week

Accounts and due tasks

Maya Chen

18 accounts

2 due

Jordan Ellis

14 accounts

On track

Priya Raman

21 accounts

4 due

Ownership at a glance

Every account, deal and request has one named owner — and everyone can see who it is.

Activity

Larkfield Supply Co.

Email logged

9:42

Re: revised scope for Q3 rollout

Maya Chen

Call note

Yesterday

Agreed to move the pilot to two regions

Jordan Ellis

Stage changed

Mon

Proposal → Negotiation

Task completed

Mon

Security questionnaire returned

Priya Raman

Activity on every record

Email, calls, notes and stage changes land on the account automatically, in order.

Open pipeline

+12.5%

$412,000

Up 12 deals this month

Negotiation is the slowest stage

Pipeline in real time

Stage totals update as deals move, with the slowest stage flagged for review.

Visibility

Visibility into every customer action

Rove shows where work is moving and where it has stalled, so teams fix the gap before the customer notices it.

See activity patterns across every account

Connect ownership, timing and outcomes in one view

Make decisions without assembling reports by hand

Explore insights

Open pipeline

+12.5%

$412k

12 deals added

This month

Tasks on time

+7%

91%

Up from 84%

Last quarter

Days in stage

+1.2

6.4

Negotiation is slowest

Review on Monday

Pipeline created

New and expansion pipeline, last 6 months

6 months

30 days

7 days

Apr

May

Jun

Jul

Aug

Sep

New business

Expansion

Product tour

One workspace, four ways to see your customers

Switch views to see how the same records power accounts, pipeline, tasks and automations.

Every customer, with the whole story

Owner, value, renewal, health, contacts and every interaction on one record.

Activity timeline

Contacts and roles

A pipeline you can trust on Monday morning

Stages that match your process, with value, probability and owner on every deal.

Drag between stages

Stalled-deal flags

Work with a name and a date on it

Tasks live on the customer record, with labels, status and priority your whole team understands.

Filters by status and priority

Handoff labels

Let the routine work run itself

Rules create tasks, assign owners and nudge people, and every run is logged.

On/off per rule

Run history

Core features that power your workflow.

The building blocks every customer-facing team relies on, included in every plan.

Account and contact records

One timeline per customer with contacts, roles, notes and files.

Pipeline forecasting

Stage-weighted forecasts by owner, pipeline and close date.

Team collaboration

Mentions, shared notes and handoffs that keep their context.

Roles and permissions

Decide who can see, edit and export each part of the workspace.

Alerts and reminders

Nudges for overdue tasks, stalled deals and upcoming renewals.

Insights and reports

Saved views and scheduled exports built on live records.

Solutions

Designed for how customer teams actually work.

All solutions

How it works

A smarter way to run customer work.

Three steps from scattered spreadsheets to a team that always knows the next move.

Start with a simple import

Bring accounts and contacts in from CSV, map fields and set an owner for each account.

About an afternoon for most teams

Run every account from one place

Work from shared views: pipeline, tasks and renewals, each tied to the customer record.

Pipeline · Tasks · Renewals

Review, hand off, repeat

Weekly reviews surface the exceptions. Handoffs and automations keep work moving between teams.

Every Monday, 30 minutes

Customer voices

Teams that stopped chasing work.

Sample quotes that show the layout — replace them with words from your own customers.

Sample testimonial

“We stopped asking who owns an account. The answer is on the record, with everything the last person did.”

Customer name

Head of Customer Success, Company name

Sample testimonial

“Our Monday pipeline review used to take the whole morning. Now it is the six deals that need a decision.”

Customer name

Sales Lead, Company name

Integrations

Connects with the tools your team already runs on

Email, calendar, chat, billing, support and data — connected to one customer record. Use the API and webhooks for everything else.

Ask about an integration

Calendar

Team chat

Video meetings

Web forms

Billing

Payments

Rove

Support desk

Product analytics

Data warehouse

Spreadsheets

E-signature

Marketing email

Webhooks & API

Two-way sync

Changes flow both ways, so the customer record is always current.

Connect in minutes

Most connections need a sign-in, not a developer.

Open API and webhooks

Build the connections only your team needs.

Integration categories shown for illustration — connector availability varies by plan.

Pricing

Simple plans. Steady growth.

Every plan starts with a 14-day trial and no card. Switch or cancel any time.

Monthly

Annual

2 months free on annual

Starter

For small teams replacing a shared spreadsheet.

$12

per user / month, billed monthly

$10

per user / month, billed yearly

Start with Starter

Up to 10 users

Accounts, contacts and one pipeline

Tasks and shared notes

CSV import and export

Email support

Growth

Recommended for most teams

For teams coordinating sales and customer success.

$29

per user / month, billed monthly

$24

per user / month, billed yearly

Start with Growth

Unlimited users

Unlimited pipelines and custom fields

Handoff templates

500 automation runs / month

Insights and saved views

Scale

For larger teams with admin and security needs.

$49

per user / month, billed monthly

$41

per user / month, billed yearly

Talk to sales

Everything in Growth

Unlimited automation runs

SSO and advanced permissions

Audit history

Priority support

Compare every feature

Example pricing — USD, per user, excluding tax.

FAQ

Got questions?

Straight answers about how Rove works. If yours is not here, the team will answer it directly.

How long does it take to get started?

Most teams import accounts and contacts from a CSV, invite their colleagues and set up a first pipeline in an afternoon. Automations and handoff templates can be added once the basics are in use.

Can we bring our existing data?

Yes. Import accounts, contacts, deals and open tasks from CSV files, map columns to fields, and review duplicates before anything is created. You can export everything again at any time.

Who is Rove designed for?

Teams that share responsibility for customers — sales, customer success and operations — typically from five to a few hundred people.

Does Rove replace our email or chat tools?

No. Rove connects to them, so conversations and updates appear on the right customer record while people keep using the tools they already know.

Is there a free trial?

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.

How does Rove help teams collaborate?

Mentions, shared notes and recorded handoffs keep conversations on the customer record, so the next person always has the context — even across sales, success and operations.

Still have a question?

Ask the team

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