Product
Everything your customer team needs, on one record
Rove connects the customer record to the work around it: deals, tasks, handoffs, reports and the automations that keep them moving.
Overview
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
3
Down from 5 last month
Needs an owner and a date
Handoffs completed
+4
18
Sales → success
All with five required fields
Pipeline created
New and expansion pipeline, last 6 months
Apr
May
Jun
Jul
Aug
Sep
New business
Expansion
Account
Segment
Status
Value
Owner
Larkfield Supply Co.
Wholesale
Negotiation
$48,000
MC
Brightmoor Clinics
Healthcare
Onboarding
$31,000
AB
Kestrel Analytics
Software
At risk
$36,000
PR
Halden Logistics
Logistics
Qualified
$18,000
TR
Mercer & Hale
Legal
Proposal
$14,000
JE
Customer records
Accounts, contacts and history in one timeline
Every email, call, meeting, note and stage change appears on the account in order — so a new teammate can read an account in two minutes.
Activity logged from email and calendar
Contacts with roles
Custom fields per team
LS
Larkfield Supply Co.
Negotiation
Wholesale
EMEA
Owner
MC
Maya Chen
Annual value
$48,000
Renewal
Sep 30, 2027
Health
On track
Activity
Deals
Contacts
Notes
Email logged
9:42
Re: revised scope for Q3 rollout
MC
Maya Chen
Call note
Yesterday
Agreed to move the pilot to two regions
JE
Jordan Ellis
Stage changed
Mon
Proposal → Negotiation
Task completed
Mon
Security questionnaire returned
PR
Priya Raman
Pipeline
Stages that match how you really sell
Build a pipeline for each motion, with stages, probabilities and required fields you define.
Days-in-stage flags
Weighted forecast by owner
Won deals hand off automatically
New business pipeline
Drag deals between stages
Qualified
2
Discovery
Halden Logistics
$18k
· close Oct 03
Probability
25%
TR
Tomás Rivera
Inbound
Fernbrook Foods
$22k
· close Oct 09
Probability
15%
SO
Sam Okafor
Proposal
2
Expansion
Kestrel Analytics
$36k
· close Oct 11
Probability
55%
PR
Priya Raman
New
Mercer & Hale
$14k
· close Oct 18
Probability
45%
JE
Jordan Ellis
Negotiation
2
New
Larkfield Supply Co.
$48k
· close Sep 30
Probability
80%
MC
Maya Chen
Renewal
Tidewater Freight
$27k
· close Oct 21
Probability
70%
TR
Tomás Rivera
Won
1
New
Brightmoor Clinics
$31k
· close Sep 12
Probability
100%
AB
Aisha Bello
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.
My team’s tasks
Here’s what is due this week.
New task
Task
Title
Status
Priority
RV-1042
Follow-up
Send revised proposal to Larkfield
In progress
MC
RV-1039
Handoff
Kickoff call with Brightmoor onboarding lead
Todo
AB
RV-1036
Renewal
Confirm renewal contacts at Kestrel
Done
PR
RV-1031
Request
Share security documentation with Mercer & Hale
Todo
JE
RV-1027
Follow-up
Review pilot usage with Halden champion
Backlog
TR
JE
Jordan Ellis
Brightmoor — onboarding handoff
Reply-to: team@rove.example
Oct 21, 10:14
Signed today. @Aisha can you take onboarding? Their IT lead wants SSO set up before go-live. Contacts and deal notes are attached to the account.
Ownership moved to Aisha Bello
Sales → Customer success · 5 of 5 handoff fields complete
Reply to Jordan…
Mute this thread
Send
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.
Saved views per team
Scheduled CSV exports
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
Apr
May
Jun
Jul
Aug
Sep
New business
Expansion
Closed value by month
Illustrative data
+18% vs. last quarter
Apr
May
Jun
Jul
Aug
Sep
Renewals · next 90 days
Sorted by days to renewal
Kestrel Analytics
At risk
Usage down after admin change
18d
to renewal
PR
Fernbrook Foods
Check in
No contact for 30 days
41d
to renewal
SO
Brightmoor Clinics
Healthy
3 teams live, expansion likely
64d
to renewal
AB
Oakline Studio
Healthy
Champion promoted — intro booked
92d
to renewal
MC
Automations
Describe the routine once
Automations follow a simple shape that anyone on the team can read and change — no scripts, no consultants.
WHEN
Something happens
A stage changes, a date approaches, a form arrives or a field is updated.
IF
Conditions match
Filter by value, owner, region, segment or any custom field.
THEN
Rove does the work
Create tasks and projects, assign owners, update fields, send notifications.
LOG
Every run is recorded
Runs appear on the records they touched, so nobody wonders why.
Automations
Rules that run when records change.
New rule
Won deal → onboarding project
Creates 7 tasks and assigns a success owner by region.
41 runs
Route new inbound accounts
Round robin within region, skipping people on leave.
128 runs
Nudge stalled deals
Reminds the owner after 10 days without stage change.
17 runs
Renewal review at 90 days
Creates a review task with health and usage notes.
Paused
Platform
The details admins ask about
The unglamorous parts that make a system trustworthy for a whole team.
Roles and permissions
Control who can see, edit and export each part of the workspace.
Audit history
See who changed what and when, on every record and setting.
Custom fields and views
Shape records and lists around your process, per team.
Import and export
Bring data in from CSV and take all of it with you whenever you like.
API and webhooks
Read and write records, and react to changes in your own systems.
Notifications
Choose what reaches you in the app, by email or in team chat.
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Customer records, pipeline, tasks and insights in one shared workspace.
© 2026 Rove. Demonstration template — Rove is a fictional product; all names, figures and records are illustrative.