A pipeline that carries straight into the work
Track leads from first enquiry to won, see the pipeline against your targets, and turn won work into a project without starting again.
The CRM that stops at "won"
Plenty of agencies keep leads in a CRM, but the CRM stops at “won”. The proposal lives somewhere else, the project starts in another tool, and the forecast is a spreadsheet updated from memory.
So it’s hard to see what the pipeline is worth against your targets, and every won lead means typing the same client in twice.
In Rofinery, a lead belongs to a client, turns into a project, and feeds the same forecast as the work you’ve already won.
From enquiry to project
The whole sales side of the agency, joined to the delivery side.
Every lead in one view
See leads as a table or a board of statuses, and drag a lead to move it on. Filter, save views and change several leads at once.
Enquiries that arrive as leads
Embed a form on your website and each submission becomes a lead, matched to an existing client or creating a new one, with spam protection.
Know why you win and lose
Closing a lead as won or lost asks for the reasons, from lists your team sets. Qualification questions give every lead a score.
The pipeline against your targets
See the number and value of leads, where they came from, how they're moving and how each person's doing, across your financial year.
The details that keep leads moving
Less typing, fewer leads forgotten.
New client, same screen
Add the client and contact while you're creating the lead
Value and close date
Record what a lead's worth and when you expect it to close
Payment forecast
Spread a lead's value across the months you expect to be paid, or leave it out of the forecast
Won becomes a project
Create a project straight from the lead, or link one you've already started
Client status updates itself
A new lead marks the client as an active lead. An approved proposal makes them a client, with a one-click undo
Reminders
Set reminders on a lead for yourself or colleagues, one-off or repeating
Missing reminder digest
Switch on a digest that tells owners which open leads have no reminder set
Slack updates
Post new leads and status changes to a Slack channel
Import from CSV
Bring your existing leads in from a CSV file
How the pipeline connects
A lead isn't a dead end once it's won.
Every lead has a client
Leads sit on the client's record, alongside their projects and history
Won leads become projects
Create the project from the lead, so nothing's typed twice
Projects get priced proposals
Build the proposal from your rate cards once the project exists
Leads feed the forecast
Expected payments count towards the revenue forecast
Questions about the sales pipeline
Yes. Statuses, lead sources, close reasons and qualification questions are all lists your team edits, adds to and reorders.
Yes. Import leads from a CSV file, with a sample file that shows you the columns.
People with permission to see financial figures. For everyone else, the value column is hidden.
No. Embed a Rofinery form on your site and each submission arrives as a lead, with any uploaded files attached.
Turn more enquiries into work
Or read more about leads and forms.