AI-Powered Business System
That Helps You Run, Market & Grow.
Capture leads. Rolanda answers. You book and get paid — all on one customer record.
- Built for growing businesses
- Easy to get started
- One connected platform
Rolanda ActiveRoth Biz CRM
Live customer journey
Rolanda ActiveLead captured from website form
J. Alvarez · just now
Rolanda AI answered customer instantly
Automated · 0.4s response
Customer replied via text
Conversation started
Discovery call confirmed
Today · 3:30 PM
Opportunity moved to Qualified
Sales pipeline · Stage 3
Marketing sequence started
Nurture campaign active
Invoice paid online
Invoice #2048
Sample dashboard — illustrative data shown for demonstration.
Built for Businesses Ready to Grow
Incoming Call
+1 (555) 014-2231
Your Business Can Answer Even When You Can't.
Meet Rolanda — the Roth Biz CRM AI Receptionist. She answers calls, captures customer details, qualifies leads, and books appointments 24/7, updating your CRM automatically.
From New Lead to Paid Customer. One Connected Journey.
Every step — from first discovery to repeat business — updates the same customer record inside Roth Biz CRM.
Lead
Captured automatically
Sample workflow — illustrative data shown for demonstration
Everything your business needs.
Working together.
Three connected categories — from building your presence to growing your relationships — all in one platform.
Build Your Presence
Websites, funnels, domains, forms, and surveys.
Websites
Create a professional online presence and connect inquiries to your CRM.
Sales Funnels
Guide visitors from landing page to lead capture, appointment, or purchase.
Domains
Purchase and manage a business domain, where supported by your plan.
Forms & Surveys
Capture inquiries and responses that become organized contact records.
Run Your Business
CRM, conversations, appointments, invoices, and payments.
CRM & Sales Pipelines
See every contact and opportunity in one organized pipeline.
Calls, SMS, Email & Chat
See every conversation before you reply — all in one inbox.
Appointments
Give customers an easier way to book — and never miss a reminder.
Invoices & Payments
Know which invoices still need attention and get paid faster.
Grow Your Relationships
Automation, marketing, reviews, AI, courses, and communities.
Automation
Keep follow-ups, reminders, and routine tasks moving on their own.
Marketing
Run campaigns and stay connected with your audience.
Reputation & Reviews
Request reviews and manage your online reputation from one place.
AI Assistance
Optional AI tools to answer inquiries, follow up, and book appointments.
Courses & Communities
Deliver courses and build customer communities, where supported.
Start Small. Grow Without Starting Over.
Choose the plan that fits your business today. Upgrade when you need more AI, automation, capacity, or business accounts.
Core
3-Day Free Trial
Get started with the essentials.
- 1 Business
- Core CRM
- Contacts & Leads
- Basic Pipeline
- Invoices
- Customer Support
Growth
14-Day Free Trial
Run, automate and grow your business.
- 1 Business
- Full CRM Platform
- AI Tools
- Marketing
- Business Phone Included
- Unlimited Users
Business Phone included. Usage charges may apply.
Scale
14-Day Free Trial
Scale your team and businesses.
- Up to 3 Business Accounts
- Everything in Growth
- Business Phone Included
- Unlimited Users
- More Usage Credit
- Priority Support
Business Phone included. Usage charges may apply.
Your subscription covers access to the features included in your plan. Phone numbers, calls, SMS, email sending, AI usage, domain purchases and renewals, payment processing fees, and optional services may carry additional charges. Applicable usage and transaction costs are billed separately through your account wallet or payment processor. Review service rates and any recurring add-on charges before activating them.
Real Support When You Need It
Human support is an important part of the Roth Biz CRM experience.
Phone Support
Talk to a real person.
Email Support
Get answers by email.
Live Video Support
Screen-share and solve.
Onboarding
Guided setup.
Training
Learn the platform.
AI Assistance
Instant help inside the app.
Questions? We've got answers.
Everything you need to know about getting started with Roth Biz CRM.
See Roth Biz CRM Live.
Explore the workflows that matter to your business, see the platform in action, and get answers to your questions.
Your Business. Reimagined.
One AI-powered platform for customers, communication, marketing, sales, payments, and growth.
rothbizcrm.com