The concierge CRM that works with the phone and inbox you already use, and suggests what each member needs next.
Mrs. Eleanor Aldine
Member since 2019
Who your members are, what they’ve asked for, who you book with and what it all costs, in one place your whole team shares.
Preferences, family, loyalty programs and travel documents on one profile, with sensitive details in a secure vault.
Mrs. Eleanor Aldine
Family of 4, member since 2019
Every dining, travel, event and gifting request with an owner and a status. New messages route themselves.
Contacts, negotiated rates and commission agreements for every partner, owned by the company.
Maison Verre
Priority tables Thursday to Saturday
Commission10% per booking
Commission this monthExample
Every cost lands on the request it belongs to, so dues, vendor bills and your fees reach the member on one clear statement.
The Aldine family
A Friday-evening text becomes a confirmed table in about half an hour, and the whole exchange stays on file.
7:42 pm
Mrs. Aldine texts her concierge’s phone asking for a table for four on Saturday. Nobody forwards anything: the message syncs on its own.
7:42 pm
MyRolodex reads the message, opens a dining request on her profile and assigns it to whoever handles dining.
7:50 pm
Her preferences are already on the request. The concierge emails the restaurant from their usual inbox, and the thread lands on the request too.
8:15 pm
The confirmation appears in her member app, and the vendor’s commission is logged on the request.
June 30
The dinner, passed through at cost, and your service fee appear on the Aldines’ June statement, paid automatically from the card on file.
Dining request
Dinner for four, Saturday
Eleanor Aldine, text, 7:42 pm
Camille Roux, email to Maison Verre, 7:50 pm
Camille Roux, text, 8:15 pm
Your team keeps texting and emailing from the devices they already use. MyRolodex syncs every conversation to the right member and request on its own, so there’s no new app to learn and nothing to forward.
How email and text sync worksYour phone
Texts and iMessages from the concierge’s own iPhone or Android
Gmail and Outlook
Personal or shared inboxes on Google Workspace or Microsoft 365
Your calendar
Reservations and appointments matched to the right member
Dinner for four, Saturday
Intelligent insights read across your members’ preferences, history and upcoming dates, then suggest the next thoughtful move.
More about intelligent insightsIntelligent insights
3 to review
Sophie Aldine turns 9 on June 14
Send flowers from the Aldines’ usual florist, with a note from the team.
Why: From Mrs. Aldine’s card: always sends flowers for family birthdays.
The Moreaus’ passports expire before Gstaad
Book renewal appointments now so they’re back before the December trip.
Why: Passports renew March 2027. Christmas in Gstaad is on every year.
Julian Kessler hasn’t booked in six weeks
He usually books dinner twice a month. A quick check-in text may be welcome.
Why: Request history shows a regular rhythm that has stopped.
Good evening, Eleanor
Dinner at Maison Verre
8:00 pm, corner table for four
This week
Same app, your brand. Try one:
Members see their plans, confirmations and documents in one place, and reach their concierge in a tap. It’s fully white-labeled, so it looks and feels like your club built it, on iPhone, Android and the web.
Your members never see the MyRolodex name. Everything carries yours.
Member marketing built on what your team already knows: invite the members who’ll love an evening, in your name, and keep track of every reply.
A private Burgundy tasting, Thursday June 19
A general-purpose CRM can be bent to fit a concierge business, but it takes consultants and months of setup. MyRolodex works this way from day one.
Pricing is tailored to your team. Tell us how you work and we’ll send a quote.
For concierge teams of any size
Everything your team needs to run members, requests, vendors and billing in one place.
For larger and multi-location organizations
Professional, plus the support and terms a larger operation needs.
Anything else, write to hello@myrolodexcrm.com.
Luxury concierge and lifestyle management teams: private member clubs, lifestyle managers and concierge services that handle dining, travel, events and gifting for their members.
For a concierge team, yes. Member profiles, request types, vendor tracking and messaging are built in, so there’s no custom build or consultant setup to get a general-purpose CRM to fit.
Most teams are working in days. Request types, member profiles and vendor workflows are ready out of the box. You import your members, connect your email domain and start.
No. Your team keeps using their own phones, Gmail or Outlook. MyRolodex syncs every text and email to the right member and request automatically, so there’s no new app to learn and nothing to forward.
Costs are captured on each request, with your markup or service fee applied, and roll up with membership dues into one statement per member or family. Cards on file are charged with auto-pay, and everything exports to QuickBooks or Xero.
Suggestions MyRolodex makes from what it knows about your members: a birthday coming up, a passport that expires before a trip, a regular who has gone quiet. Each one explains why it appeared, and nothing happens until someone on your team approves it.
Yes. Members get an app and web portal with their upcoming plans, confirmations and documents, plus a direct line to their concierge. It carries your brand, not ours.
Access is role-based, every change is recorded in an audit history, and passports and cards live in an encrypted vault where every view is logged. When someone leaves, their access is revoked and the relationships stay with you.
Pricing is tailored to your team and how you work. Tell us about your operation on a walkthrough and we’ll put together a quote.
Or write to hello@myrolodexcrm.com