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Everything you need, in one place

Solving agency project management

Rofinery brings projects, clients, tasks, and internal workflows into one clear system. No bloat and no complicated processes - just the simple features agencies actually need to stay organised, profitable, and in control.

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Designed for agencies of all sizes

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Built by an agency, for agencies

Tools designed around how you actually work.

From scoping to sign-off, Rofinery keeps your team aligned and your projects profitable. Manage leads, proposals, tasks, and time tracking in a single workflow, with real-time insight into project performance. No switching tools, no data siloes, just full control from start to finish.
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Effortless time tracking

Track time against tasks without leaving your workflow. With multiple ways to log time, your team can work how they prefer, making tracking effortless and far more likely to stick.

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Create polished proposals in minutes

Create polished, branded proposals with clear line-item pricing, powered by smart rate cards that ensure every quote is built for profitability from the start.

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See your profitability in real time

Know which projects and clients are actually profitable with real-time margin tracking, so you can make informed decisions, adjust early, and protect your bottom line.

A closer look at how Rofinery works.

From first enquiry to final delivery, all in one flow

Every feature is designed to save you time and give you visibility into how your agency is performing.

Create a healthy pipeline

Capture and qualify leads using criteria that fit your business, so you can see what’s coming in and forecast potential revenue with confidence. Set reminders to follow up at the right time and keep opportunities moving. Get a clear view of your pipeline to spot gaps, reduce risk, and avoid over-reliance on individual leads, while understanding exactly where your opportunities are coming from.
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Scope with confidence

Create proposals faster using reusable templates for your services and deliverables, removing the need to rewrite content or recalculate hours every time. Set hours and review profit margins per line item, with the option to fix fees at any level, so every proposal is commercially sound and priced to ensure you are meeting your targets. Share however you need, with optional branding for PDF proposals, and get instant online sign-off without the usual back and forth.
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Know where your revenue is heading

Plan your revenue with a clear view of where your business is heading, not just where it’s been. Rofinery automatically pulls project values into your forecast and combines them with pipeline opportunities, breaking targets down into monthly views so you can see exactly what’s confirmed and what’s still uncertain. Understand the gap between your current position and your targets without manually inputting or updating figures. With real-time forecasts driven by your actual work and pipeline, you can act early, whether that’s increasing pipeline, improving conversion, or adjusting resourcing to stay on track.
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Remove manual processes

Remove the need for manual handovers and repetitive admin by connecting your workflow end to end. Automatically convert proposal deliverables into ready-to-assign tasks, sync invoices with Xero, and trigger notifications in Slack. Rofinery handles the busywork behind the scenes, with flexible automation that adapts to how your team operates. By speeding up proposal creation, automating recurring tasks in your resource calendar, and reducing the need for manual coordination across your team, you can save time and focus on higher-value work.
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Plan your resourcing

Plan your resourcing with a clear view of your team’s availability and capacity each day. Quickly schedule individual tasks or entire projects, while factoring in confirmed and pending time off. With project milestones surfaced in the calendar, you can spot overbooking, underutilisation, and potential risks to delivery before they become a problem. Make informed decisions on who to assign, when to adjust workloads, and how to keep projects on track.
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Track every minute

One-click timers, weekly timesheets, and automatic reminders keep your data clean without nagging, making time tracking so easy it becomes part of how your team naturally works. Whether logging time as they go or reviewing it later, your team gets a simple, flexible experience that actually helps them understand where their time is going and where they may need more support. Turn time tracking into a reliable source of insight, helping you manage utilisation, control your biggest cost, and prevent overservicing before it impacts profitability.
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Turn your data into real-time insight

Get a complete, real-time view of your business without pulling data from multiple systems. Rofinery brings everything together automatically, so you’re not relying on spreadsheets or delayed reports to understand what’s happening. Track team utilisation, uncover missing hours, and see exactly which projects and clients are driving profitability, all in one place. With clear, up-to-date insights across your entire workflow, you can spot issues early, adjust resourcing, and make better decisions with confidence, rather than reacting after the fact.
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Save time and increase your profitability with Rofinery

Move everything into one platform and remove the need for multiple tools or spreadsheets, so you can work faster, stay aligned, and stop profitability slipping through the cracks.

3×

Faster proposal turnaround

100%

Time tracked

££££

Saved on multiple subscriptions

20+ hrs

Saved per week on admin

What our users say

Don't just take our word for it.

Here's what agency leaders are saying about Rofinery.

The platform is clearly designed with agencies in mind. The end-to-end agency management approach, combined with strong visibility on profitability and well thought through sales and proposal functionality, makes it a compelling solution for growing service businesses. It is rare to see operational management and commercial performance brought together in such a coherent way.

Karen McNulty

Karen McNulty

Director, MM Agency

I’ve been looking for a tool for ages to support me in my business and never really been able to find the right one. Despite barely scratching the surface of all that it can do, I think Rofinery may well be the one. It’s already saving me time, and allowing me to track my project work much more closely to make sure I’m not over servicing. It keeps me organised and the visual nature of the pipeline is something that really resonates with me. I’m super excited about getting more stuck in, which is something I never thought I’d say about a piece of business management software. Oh and the support is absolutely top-notch as well!

Dave Plunkett

Dave Plunkett

Founder, Collaboration Junkie

Rofinery makes it easy to create proposals and get sign-off in minutes. What used to take hours of back and forth is now a simple, streamlined process, giving more time to focus on the work itself. It’s made a noticeable difference in how quickly an enquiry can get developed into a proposal and then turned into an approved project.

Victoria Owens

Victoria Owens

Owner, Vinco Marketing

We went from guessing at project margins in our own agency, to knowing them in real time. Rofinery gives us the confidence to say no to unprofitable work and focus on what delivers value. Now we want to help other agencies do the same. That's why we built Rofinery.

Anna Appleton-Claydon

CEO of Rofinery and Managing Director of We Create Digital

Anna Appleton-Claydon

Simple pricing - no tiers, no user minimums.

One plan, with a free 30 day trial. No surprises, no onboarding fees and no hidden upsells. Cancel any time.
Start your free trial

£55

/seat/month

  • Unlimited projects

  • Proposals & online sign-off

  • Revenue forecast

  • Time tracking, timesheets and time reporting

  • Utilisation reporting

  • Profitability reports

  • Resource calendar

  • Time off synced to resourcing

  • Team management

  • Pipeline & CRM

  • Integrations

Ready to stop losing time and start improving margins?

Get started with Rofinery and see how a connected workflow can save time, reduce admin, and give you full visibility over your projects and profitability. Start your free 30-day trial. No credit card required.
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Integrations

Works with the tools you already use.

Rofinery connects to your favourite platforms so your data flows where it needs to.
Xero

Xero

Sync invoices and contacts automatically.

Slack

Slack

Get project notifications in your channels.

BambooHR

BambooHR

Coming soon

Google Calendar

Google Calendar

Coming soon

Have any questions?

We've answered the most common ones here. If you can't find what you're looking for, reach out to our support team.

Absolutely. You can register for 30 days' access - no credit card needed.

Your data stays available for 30 days after cancellation. You can export everything as a CSV at any time.

Yes. We use end-to-end encryption, regular backups, and host on SOC-2 compliant infrastructure.

Yes - annual plans save you the cost of one month compared to monthly billing, meaning a discount of just under 10%

We have no investors and no one involved who can just pull out at any time. We made Rofinery based on a system created for our agency, We Create Digital, so it has already been around for years. We have a lengthy roadmap and plans to grow the platform, but on our terms. That's why we aren't going anywhere.