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rolodexcrm.comWalnut, CA, United States
A team-focused platform that organizes professional networks, surfaces relationship context, and coordinates collaborative outreach.
Dana HQ Inc. provides a relationship management platform designed for teams to manage professional networks and relationship history. It centralizes contacts, notes, and follow-up tasks in a single shared workspace, enabling cross-functional collaboration for business development, partnerships, recruiting, advisory work, and investor relations. The system automatically captures interaction data from connected Gmail, Outlook, and LinkedIn accounts, reducing manual data entry and keeping records current. It offers team-wide visibility into who knows whom, supports organization via lists and custom fields, and includes features to visualize networks (org charts and maps) and automate follow-ups. The platform emphasizes security and privacy, with encryption, access controls, and policy-driven data handling to protect sensitive information. The goal is to help teams stay in sync, surface warm introduction opportunities, and maintain context across team changes.
Mission statement
To help teams leverage relationship intelligence to work more effectively, stay connected, and grow opportunities through shared context and coordinated outreach.
Products & Services
Rolodex CRM Platform
Rolodex CRM enhances relationship management by centralizing contacts, notes, and follow-ups for teams.
rolodexcrm.com- ✓ LinkedIn and email data capture — Sync Contacts Automatically
- ✓ Security and privacy controls — Ensure Data Protection
- ✓ Shared team workspace — Collaborate Effectively
- ✓ Keep in Touch cadences — Automate Follow-ups
- ✓ Org Chart relationship mapping — Map Client Relationships
- ✓ Board View workflows — Create Custom Pipelines
- ✓ Title change alerts — Receive Timely Notifications
- ✓ Custom fields and lists — Tailor Data Organization
- ✓ Notes and attachments on contact records — Add Context to Contacts
- ✓ Map View network visualization — Visualize Connections Geographically
- ✓ Rolodex API for automation — Integrate Seamlessly
Market Segments
Relationship intelligence
Capabilities that centralize contacts and interaction histories, visualize networks and org charts, and surface warm introductions and relationship paths for business development and partnerships.
Collaborative contact management
Shared workspaces and record-level collaboration that enable teams to maintain notes, files, ownership, custom fields, and visibility to preserve context across turnover and cross-functional workflows.
Account mapping and territory planning
Tools to map account relationships, visualize geographic and organizational coverage, and manage lists and boards for territory planning, multithreaded outreach, and event/trip planning.
Engagement cadence automation
Automated follow-up cadences, reminders, and pipeline-style workflows to drive timely outreach, reduce relationship drift, and operationalize contact nurturing at scale.
Contact data security and access controls
Encryption, policy-driven data handling, role-based access, and export controls to protect sensitive contact and interaction data while enabling compliant team collaboration.
Related Organizations
AI-powered relationship intelligence platform that helps GTM teams map buying groups, track champions, and enable warm introductions to accelerate revenue.
Introhive is a relationship intelligence and data automation provider helping professional services firms grow by improving client data and cross‑team collaboration.
KnowledgeNet.ai provides AI-driven relationship intelligence to help revenue teams connect with target accounts and drive measurable growth.
Salesflare provides a simple, powerful B2B CRM that helps sales teams manage relationships, automate workflows, and grow revenue.
Common Questions
- What does Dana HQ Inc. do?
- Dana HQ Inc. provides a relationship management platform designed for teams to manage professional networks and relationship history. It centralizes contacts, notes, and follow-up tasks in a single shared workspace, enabling cross-functional collaboration for business development, partnerships, recruiting, advisory work, and investor relations. The system automatically captures interaction data from connected Gmail, Outlook, and LinkedIn accounts, reducing manual data entry and keeping records current. It offers team-wide visibility into who knows whom, supports organization via lists and custom fields, and includes features to visualize networks (org charts and maps) and automate follow-ups. The platform emphasizes security and privacy, with encryption, access controls, and policy-driven data handling to protect sensitive information. The goal is to help teams stay in sync, surface warm introduction opportunities, and maintain context across team changes.
- What is Dana HQ Inc.'s role in the Relationship intelligence market?
- Capabilities that centralize contacts and interaction histories, visualize networks and org charts, and surface warm introductions and relationship paths for business development and partnerships.
- What is Dana HQ Inc.'s role in the Collaborative contact management market?
- Shared workspaces and record-level collaboration that enable teams to maintain notes, files, ownership, custom fields, and visibility to preserve context across turnover and cross-functional workflows.
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