Rolodex for Executive Assistants
Manage your executive's network with clarity and control—without crossing wires or sharing passwords.
A CRM for executive assistants gives an EA structured, permissioned access to an executive's professional network — contacts, relationship history, and follow-ups — without sharing inbox credentials. It lets the EA and the executive work the same relationships without duplicating or contradicting each other.
Empower Seamless Collaboration
When multiple EAs support a busy executive, clarity and coordination are key. Rolodex gives your team a shared workspace to manage contacts, plan communication, and streamline outreach—without stepping on each other's toes.
Manage one network together
The executive and the assistant work from one shared contact database rather than a personal address book the EA cannot see. Access is granted properly instead of through a shared password.
Track who's handling what
Every follow-up has a named owner, so it is always clear whether the EA or the executive is sending the reply. The most common failure in this working relationship is an assumption about who was handling something.
Avoid crossed wires
Interaction history is visible to both, so the executive never repeats an email the assistant already sent. The contact sees one coherent conversation.
Organize Networks Strategically
Help your executive stay proactive by segmenting and prioritizing their contacts with precision.
Create dynamic lists for key groups
Build lists for the board, investors, direct reports, or industry peers, and keep them current as roles change. Sending a targeted update becomes selecting a list.
Enrich and update profiles automatically
LinkedIn sync keeps titles and companies current without manual maintenance. An executive's network is large and changes constantly, and hand-maintained records go stale within months.
Customize your workspace
Add custom fields for the details that matter in this role — assistant's name, preferred contact method, dietary requirements, time zone — and filter on them.
Plan Ahead, Act on Time
Make your executive's day smoother and more productive with smarter planning tools.
Schedule meetings and briefings with context
Before a meeting, pull up the full history with that contact: when they last spoke, what was discussed, what was promised. Briefing notes are assembled from the record rather than from scratch.
Plan a trip
Map View shows contacts by location, so when the executive travels you can see everyone worth meeting in that city and build the itinerary around real relationships.
Stay on top of outreach
Keep in Touch cadences flag the relationships that have gone quiet, so the assistant can prompt the executive before a valuable connection lapses.
Frequently asked questions
What CRM is best for an executive assistant?
Executive assistants need shared access to an executive's network with clear ownership of follow-ups, which sales CRMs handle poorly. A relationship-focused shared workspace like Rolodex fits the role better, since it is organized around people rather than deals.
Can an EA manage an executive's contacts without sharing their inbox?
Yes. Rolodex gives the assistant access to the shared contact database, relationship history, and follow-up tasks without requiring inbox credentials.
How much does Rolodex cost?
$29 per user per month on the annual plan, or $39 per user per month billed monthly, with a 7-day free trial.