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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

MyRolodex serves as a customer relationship management system tailored for luxury concierge and lifestyle management teams. It provides each team member with a personalized profile that captures preferences, family information, significant dates, and past requests, ensuring that there is a seamless transition when a different team member steps in. This platform integrates member requests, vendor details, and billing into a cohesive workflow that includes features for directing requests to the appropriate concierge staff and monitoring booking commissions. Teams can maintain their existing communication methods via phones and email, while conversations remain linked to the corresponding member. Moreover, the billing processes are streamlined to aggregate dues, pass-through charges, and fees into a comprehensive member statement. MyRolodex is specifically crafted for organizations focused on nurturing ongoing, personalized connections with a select group of members, setting it apart from traditional sales-oriented systems. The result is an efficient and tailored approach to luxury service management that enhances member satisfaction and operational effectiveness.

Description

Subscription DNA®, Automate Your Recurring Payment Business Subscription Billing, Membership and Paywall Software Subscription DNA's powerful SaaS platform integrates automated subscription billing, robust subscription management and reporting, paywall implementation, user authentication and customer self-serve account management. We provide hands-on service to help setup your entire working model and show you how to use it. Your customers can log in from your website directly to manage their accounts using our custom front-end options. Our branded administrative console allows you to quickly manage accounts, automate repetitive invoicing, analyze reports and communicate with targeted user groups. You can also process transactions, generate payments requests, track member login statistics, and much more. You can benefit from our flexible and personal approach to ongoing support and custom development services at your own terms. We work with clients on a first name basis with long term relationships.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

AWeber No 
Authorize.Net No 
BigCommerce No 
Braintree No 
CSG Forte No 
CardConnect No 
Educadium No 
HubSpot CRM No 
HubSpot Customer Platform No 
LeadDyno No 
Magento No 
Mobile Text Alerts No 
Moodle No 
PayPal No 
Refersion No 
Salesforce No 
ShipStation No 
Shopify No 
Stripe No 
Zoho CRM No 

Integrations

AWeber Yes 
Authorize.Net Yes 
BigCommerce Yes 
Braintree Yes 
CSG Forte Yes 
CardConnect Yes 
Educadium Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
LeadDyno Yes 
Magento Yes 
Mobile Text Alerts Yes 
Moodle Yes 
PayPal Yes 
Refersion Yes 
Salesforce Yes 
ShipStation Yes 
Shopify Yes 
Stripe Yes 
Zoho CRM Yes 

Pricing Details

Pricing is tailored to each team. Contact MyRolodex for a quote.
Free Trial No 
Free Version No 

Pricing Details

$199 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

MyRolodex

Founded

2025

Country

United States

Website

myrolodexcrm.com/

Vendor Details

Company Name

Subscription DNA, LLC.

Country

United States

Website

www.subscriptiondna.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing Yes 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency No 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator Yes 

Membership Management

Application Management No 
Automatic Renewals Yes 
Committee Management No 
Dues Management Yes 
Email Marketing No 
Event Management Yes 
Member Directory Yes 
Member Portal Yes 
Member Types Yes 
Membership Database Yes 
Nonprofit Membership Yes 
Payment Processing Yes 
Website Management No 

Payment Processing

ACH Check Transactions No 
Bitcoin Compatible No 
Debit Card Support No 
Gift Card Management No 
Mobile Payments No 
Online Payments No 
POS Transactions No 
Receipt Printing No 
Recurring Billing No 
Signature Capture No 

Recurring Billing

Customer Portal Yes 
Deferred Billing Yes 
Discount Management Yes 
Dunning Management Yes 
Invoice History Yes 
Multi-Currency No 
Multi-Period Recurring Billing Yes 
Payment Processing Yes 
Recurring Donations Yes 
Subscription Billing Yes 

Subscription Management

Cancellation Management Yes 
Discount / Coupon Management Yes 
Dunning Management Yes 
Enrollment Management Yes 
Product Catalog No 
Recurring Billing Yes 
Revenue Recognition Yes 
Revenue Recovery Tools Yes 
Self Service Portal Yes 
Subscription Plan Management Yes 
Tax Management Yes 
Trial Management Yes 
Usage Tracking/Analytics Yes 

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