Run Your Business Smarter with One Powerful CRM
Capture leads, automate follow-ups, schedule appointments, manage customer relationships, collect payments, and grow your business—all from one organized platform.
Book an Appointment
Schedule a consultation with one of our business advisors.
Schedule an AppointmentEverything You Need to Scale
Replace multiple software subscriptions with one powerful platform designed to handle your entire customer journey.
Contact management
Sales pipelines
Appointment scheduling
Email and text automation
Unified inbox
Forms and websites
Reputation management
Business reporting
Capture New Leads
Our platform gives you everything you need to capture leads and turn them into customers. Build full websites, funnels, and landing pages all in one place.
- Full Featured Page BuilderCreate stunning landing pages and entire websites to capture your visitors' attention.
- Built-in Surveys & FormsCapture leads directly through custom drag-and-drop surveys and forms.
- Online Appointment SchedulingLet clients book appointments with you seamlessly using our built-in calendar system.
Nurture Leads Automatically
The backbone of our CRM is what you are able to accomplish after you capture the lead. Automate your follow-ups and engage with prospects across multiple channels.
- Multi-channel CampaignsConnect with leads through Phone Connect, Voicemail Drops, SMS/MMS, Emails, and even Facebook Messenger.
- Two-way CommunicationOur full-featured mobile app allows you to communicate with leads on all devices, anywhere.
- Automated Follow-upsSet up intelligent, automated follow-up sequences that run while you sleep.
Close Deals & Manage Your Pipeline
Keep track of where your leads are and what stage they are in the sales funnel. Never let another opportunity slip through the cracks.
- Manage Workflow and PipelineWith our built-in Pipeline Management feature, you can keep track of where the leads are and what stage they are in the sales funnel.
- Collect Customer PaymentsIntegrate directly with Stripe to collect payments on websites, funnels, and even when someone books an appointment.
- Analytics and ReportingOur dashboard keeps an overview of where the leads are, and how much money has been generated on each phase.
How It Works
Capture Leads
Use our built-in forms, landing pages, and appointment calendars to generate new leads.
Automate Follow-ups
Set up automated email and SMS campaigns to nurture prospects without lifting a finger.
Close & Retain
Manage conversations in one unified inbox and request reviews to build your reputation.
See Roth Biz CRM Live
Join a live Roth Biz CRM demonstration and see how to manage leads, customers, communication, appointments, payments, reviews, and automation from one powerful platform.
Download Roth Biz CRM
Manage your business from anywhere with the Roth Biz desktop application. Access your CRM, conversations, calendars, opportunities, payments, automations, and client management from your computer.
Windows
Compatible with Windows 10 and Windows 11 (64-bit).
macOS
Universal version compatible with Apple Silicon and Intel Macs.
Linux
Debian/Ubuntu 64-bit (.deb package).
What Our Clients Say
"This CRM completely transformed how we handle incoming leads. The automated follow-ups alone have doubled our conversion rate."
- Satisfied Client
"Having my inbox, calendar, and sales pipeline all in one place saves me hours every single week. Highly recommended!"
- Small Business Owner
Frequently Asked Questions
Ready to Grow Your Business?
Join the businesses using our CRM to streamline their operations and increase revenue.
