Balsio vs Roclo

Balsio – A chat app for work conversations Work messages often end up in the apps we use with friends and family. Balsio gives work conversations a separate place. With Balsio, you can: - Message anyone using their work email. No phone numbers needed. - Keep work and personal messages in separate apps. - Keep all your team's chats in one shared workspace. Invite a new person once, and they can join any team chat they need. - Talk with people outside your company: clients, partners, and suppliers. They do not have to join your team. - Message your WhatsApp contacts without leaving Balsio (available in the European Economic Area, where contacts have enabled third-party chats). - Organize chats into lists by project or client, reply in threads, and snooze chats or mark them as done. Tools like Slack and Teams are for conversations inside your company. Balsio is for your team and for the people outside your company: clients, partners, and suppliers. If you have used a personal chat app before, Balsio will feel familiar.

Roclo is a fast, modern mobile AI-native operating system for investment banks and PE firms. Whether you're between meetings, Roclo gives you instant access to every company, contact, deal, and project in your pipeline and lets you keep working even when you're offline. Everything you need, one tap away * Dashboard — see your KPIs, pipeline value, and what needs attention today * Companies — browse, search, filter by sector or country, and dive into the full account history * Contacts — find anyone in seconds and see who they work with * Deals — track opportunities through every stage with rich notes and counterparty management * Projects — manage active engagements, stages, counterparties, and follow-ups * Global search — find any company, contact, deal, or project from one place Built for the way you actually work * Offline first — open recently viewed records, read notes, and even create updates while you're disconnected. Everything syncs the moment you're back online. * Voice to note — tap the mic, speak your update, and Roclo transcribes and formats it into a clean note for you. * Rich-text notes — add formatted notes with bold, lists, and structure, right from your phone. * Smart filters and saved views — slice your deals and projects exactly how you like, and save the views you use every day. * Activities and follow-ups — never lose track of the next step on an account. Designed for teams Roclo is multi-tenant from day one. Each organization gets its own secure workspace, and your data stays isolated to your company. Sign in once with your tenant ID, and you're in. Secure by design * JWT-based authentication with automatic session refresh * Tokens stored in the iOS Secure Enclave * Data isolated per tenant Why teams choose Roclo Roclo is built for relationship-driven businesses — advisory firms, deal teams, project-led organizations, and anyone who lives inside their accounts and pipelines. It pairs the speed of a native iOS app with a real CRM data model: companies, contacts, opportunities, projects, counterparties, activities, and notes — all linked, all searchable, all in your pocket. Stop logging things later. Capture them as they happen. Sign in Roclo requires an active organization account. If your company already uses Roclo, sign in with your tenant ID, work email, and password. If you'd like to bring Roclo to your team, get in touch with us to set up a workspace.