Pick up any account without a handover
Every change, comment and meeting note for a client in one timeline, and answers from your notes when you need them.
What happened on the last call?
Before a client call, someone scrolls back through emails, checks three places for notes, and asks around to find out what’s changed.
Rofinery keeps a running history of every client, written as work happens. Notes and meeting summaries sit beside it, so anyone can catch up in minutes.
The whole story of every client
Written as you work, readable by anyone on the account.
A history that writes itself
Changes to the client, its contacts, addresses, leads and projects are logged as they happen. Switch between everything, comments, work and changes.
Talk about the client in context
Comment on the feed, @mention colleagues so they're told, reply and react.
Meeting notes that file themselves
Connect Granola or Fathom and meeting notes land on the right client, matched by who was there. Forward an email to a client's address and it's saved as a note.
Ask your notes a question
Ask a question across a client's notes and get an answer that quotes the notes it came from, with the passage highlighted, and ask follow-ups. Note text is sent to OpenAI to answer, and notes on private projects are never included.
The details
How notes and history stay useful.
Notes everywhere
Keep notes on clients, leads and projects
An address for every record
Every client, lead and project has an email address for forwarding notes
Private stays private
Private Granola notes are never sent, and private project notes aren't searched
Edits follow through
When a meeting note changes in Granola or Fathom, the note in Rofinery updates
Moved notes stay put
Move a meeting note to a different client and later updates won't move it back
Counts as activity
Logged work and contact keep a client from being flagged as quiet
Questions about the activity feed and notes
Changes to clients, contacts, addresses, leads and projects. Only the details that matter are logged, so the feed doesn't fill with noise.
Only when you ask your notes a question. The notes being searched are sent to OpenAI to answer it, and notes on private projects are never included.
They're kept for your team instead of being filed against a client, so nothing's lost.
Keep every client's story in one place
Or see what feeds the activity feed.