Everything about a client in one place
Contacts, notes, meetings, files, projects and money for each client, on one record your whole team can see.
It lives in someone's inbox
What you know about a client is usually spread across inboxes, meeting notes and people’s memories. When someone’s off, or leaves, it goes with them.
And nobody notices a good client going quiet until the renewal doesn’t come.
Rofinery keeps every conversation, change and project against the client, and tells you when a relationship needs attention.
One record for every client
Anyone on the account can pick it up from here.
The whole history, written for you
Changes to the client, its contacts, leads and projects are logged automatically. Add comments with @mentions, replies and reactions.
Meeting notes that file themselves
Notes from Granola and Fathom land on the right client, matched by who was in the meeting. Forward an email and it's saved as a note too.
Ask your notes a question
Ask a question across a client's notes and get an answer that quotes the notes it came from, instead of reading back through months of calls. Note text is sent to OpenAI to answer, and notes on private projects are never included.
Relationships that don't drift
Record how each relationship stands, get a weekly list of reviews that are due, and a nudge when a client has gone quiet.
The rest of the client record
The details that usually end up scattered across tools.
Contacts and addresses
As many as you need, with a default contact and address for each client
Tags and custom fields
Group clients with tags, and add the extra details your agency tracks
Owner and project managers
See who looks after each client
Client rate cards
Agreed rates for a client, used when you price their proposals
Files and links
Keep client files together, and choose which ones show in every project
Financials
Project value, active leads, invoiced, paid and outstanding for any period
A Slack channel per client
Send that client's updates to its own Slack channel
Merge duplicates
Combine two records into one, with contacts, projects, notes and history moved across
Filter and export
Filter, save views, change many clients at once, and export a list with each default contact
How clients connect
The client record is where sales and delivery meet.
Questions about client management
Contacts, addresses, leads, projects, notes, files and history move to the record you keep. Blank details are filled in from the other one, and old links still work.
Switch on quiet-client nudges and choose a period, such as 90 days. If nothing's been logged for that long, the owner gets a nudge in their daily email, which they can snooze.
Only people with permission to see financial figures.
Contacts live on their client's record, and each has its own page. There isn't a separate list of every contact across all clients.
Keep every client relationship in view
Or read more about notes and reviews.