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Rodok for small sales teams

CRM for sales teams: what a small team should compare

One pipeline for the whole team: every deal, email and next step, with a forecast you can trust.

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From $29 a month for 3 seats.

Your contacts, with their company, deal stage and last activity. Example data.

One pipeline for the whole team: every deal, email and next step, with a forecast you can trust. Built around how small sales teams actually sell, so you start from your own stages instead of a blank page.

Your pipeline, in your stages

Deals move through the stages small sales teams actually use. Drag a deal, and its forecast and reports follow.

Example data.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for small sales teams

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • Shared pipeline, forecast and reports
  • Gmail and Outlook on every record
  • Calendar, booking links and team chat
  • Pro: signals, lead database and sequences

Not what Rodok is for

  • Marketing automation
  • Customer support desk
  • Billing and invoicing

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

A CRM for sales gives every rep one pipeline, every deal a next step and the owner a forecast. For a CRM for sales teams of 2 to 10 people, or a CRM for a small sales team, the test is whether reps keep it current without nagging. Email sync and few required fields decide that.

What a small sales team needs

Big CRMs are built for operations teams. A small team has no admin, so the setup has to be short and the daily use almost automatic. The core is:

  1. A pipeline with your stages. A typical B2B path is Lead, Qualified, Demo, Proposal, Negotiation, Won or Lost. Name yours.
  2. Companies, people and deals linked together, so a new contact at a customer shows up on the account.
  3. Email and calendar sync, so calls and threads attach to records without logging.
  4. Tasks and reminders, so no deal sits without a next step.
  5. A forecast. Stage probabilities and quotas turn the pipeline into a number.
  6. Roles and permissions, so a new rep sees what they should.

Forecast without a spreadsheet

Rodok's reports show forecast against quota for a quarter or year: what is won, the weighted value of open deals using the stage probabilities you set, the best case, and deals that are past their close date. A pipeline-by-stage view highlights stale deals. If you want to check the math yourself, try the pipeline coverage calculator and the win rate calculator, and read about sales velocity.

What to compare when you choose

QuestionWhy it matters
Is email sync included in the base price?Without it, reps stop logging.
How many seats are in the price, and what does a new seat cost?Small teams grow in ones and twos.
Can you rename stages and fields without an admin?You will change them in month two.
Does it help find new leads, or only store them?A CRM full of nothing does not help.
What do the add-ons cost?Sequences, data and reporting are often sold separately.
What does it not do?Phone dialers, website visitor tracking and third-party integrations vary.

Check each vendor's own pricing page for current numbers. I have not compared prices for HubSpot or Pipedrive here. Rodok has no dedicated comparison page for those, but for data and signal tools see Rodok vs Apollo and Rodok vs ZoomInfo.

Rodok's plans

  • Starter, $29 for 3 seats: the CRM with mail. Companies, people, deals, tasks, notes, files, Gmail and Outlook on every record, calendar sync and booking links, reports and forecasting, team chat on records, roles and permissions.
  • Pro, $79 for 3 seats, $19 per extra seat: everything in Starter plus LinkedIn signals, a lead database and enrichment, sequences, a replies inbox and AI agents.

Yearly billing costs 10 months.

What Rodok does not do: it has no phone dialer, and does not identify website visitors. Email works through Gmail and Outlook, LinkedIn steps in a sequence are tasks for the rep, and there are no other integrations to count on.

Signals that fill a small team's pipeline

A CRM only helps if there are leads in it. Rodok Pro watches LinkedIn for events you describe in a sentence:

  • A new head of sales at a target company. Tracker: "people who started as VP or head of sales at SaaS companies in the US in the last 90 days." See new executive.
  • A company hiring a team you sell to. Tracker: "companies hiring five or more SDRs." See hiring surge.
  • A past champion who changed jobs. See champion job change.
  • A funding round. See funding round.
  • A post asking for tool recommendations. See recommendation request.

More on this in sales trigger events and buying signals.

A first message example

An example, not a template:

Hi Dana, congratulations on starting as Head of Sales at Northgate. New sales leaders often spend the first month working out where pipeline will come from. We help teams of your size find accounts showing buying signals each morning. Worth 15 minutes next week?

Where Rodok fits and where it does not

Rodok fits small, US-led B2B teams that want a CRM and a way to find new leads in one place. If you are a large team needing custom enterprise objects, a dialer or many integrations, compare more widely.

Frequently asked questions

What is the best CRM for a small sales team?

The one reps will use daily. Prioritize email sync, a short setup, your own stages and a forecast. Rodok Starter is $29 for 3 seats and includes those.

How much does a CRM for sales teams cost?

It varies by vendor and add-ons. Rodok Starter is $29 for 3 seats and Pro is $79 for 3 seats, with $19 per extra Pro seat. Check other vendors' pricing pages for their current numbers.

Do I need Pro or is Starter enough?

Starter is enough if your leads already come from referrals, inbound or your own lists. Choose Pro if you want Rodok to find new people from LinkedIn signals and send sequences.

Rodok for other industries