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Centralize your contact details

Manage customer and supplier information in one place to easily share projects with team members and keep everyone on the same page.

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Spend less time looking for that one email address

Avoid confusion by keeping your client emails, phone numbers, and addresses in one easily accessible place. Forgot who your point of contact is for a supplier? You can add that, too.

Consolidate contact communication 

In Rodeo, you can attach files to each company contact, helping streamline interactions with clients and suppliers. Import and export contact data for easy migration.

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Image showing activity rate cards for a contact

Access your client rates and payment terms

Don’t remember your rates for a particular client? Rodeo allows you to easily access and update rate cards on a per-client basis, along with your markup percentages and payment terms.

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Frequently asked questions

Can I import contact information from Pipedrive, Hubspot, or another software?

Yes, you can import contact information from another software using CSV files.

Can I add client-specific rates and terms of payment?

Yes! Under each client contact, you can record your specific rates and payment terms.

Can I include supplier contacts?

Sure thing. Our contact management feature can help you organize your client, vendor, and supplier information all in one place.

Feeling a bit overwhelmed? We're here to help!

Feeling a bit overwhelmed? We're here to help!

Rodeo helps you manage all stages of projects, from financial administration to tasks, all in one place. Schedule a call to speak with one of our experts or start a free trial today.

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