Notice a client drifting before they go
Record how each relationship stands, get a weekly list of reviews that are due, and a nudge when a client's gone quiet.
The client who went quiet
Good clients rarely leave with a bang. The calls get less frequent, the projects get smaller, and one day the renewal doesn’t come.
Rofinery helps you keep an eye on every relationship on a schedule you set, and flags the ones that have gone quiet.
Keep every relationship in view
Reviews, nudges and reminders, without a spreadsheet.
How each relationship stands
Record each client's relationship on your own scale, shared with contacts. It's set by a person who knows the client, not calculated.
Reviews that come round on their own
Each client status has a review interval in months, so reviews fall due without anyone tracking them. Override the date for a particular client. A weekly email lists the reviews that are due.
A nudge when a client goes quiet
Switch on quiet-client nudges and choose how long counts as quiet: 30, 60, 90 or 120 days, or your own. The owner gets a nudge in their daily email and can snooze it for one, three or six months.
Reminders for the things that matter
Set a reminder on a client or lead for yourself or colleagues, once or on repeat. It arrives by email and in the app, and in Slack if you've connected it.
The details
How reviews and nudges behave.
Your own scale
Relationship levels are a list your team edits
Contacts too
Record how the relationship stands with individual contacts
Weekly reviews email
On by default on Monday mornings, and anyone can opt out
Only real silence
Nudges only count silence since you switched them on, for clients with logged activity
Not repeated
A nudge won't come round again within seven days
Owners see every nudge
Owners and admins can see nudges for other people's clients
Questions about relationship reviews
No. Someone who knows the client sets it, so it reflects what's really happening.
You choose: 30, 60, 90 or 120 days, or a custom period between 7 and 730 days.
Yes. It's on by default, and each person can opt out.
Look after the clients you want to keep
Or see what sits alongside relationship reviews.