Follow-ups that don't depend on memory
Every lead on one board, with a score, an expected value and a reminder, so nothing goes cold in someone's inbox.
The lead that went cold
A promising enquiry comes in. Someone has a good first call and means to follow up next week. Next week becomes next month, and the client signs with someone else.
Most leads aren’t lost to a better offer. They’re lost to a missed follow-up. Rofinery keeps every lead in view, with a reminder on the ones that need one.
Keep every lead moving
From first enquiry to won or lost.
Every lead on a board
See leads as a table or a board of statuses, and drag a lead to move it on. Moving it to won or lost asks for the reasons first. Filter, save views, choose your columns and change several leads at once.
Know which leads are worth it
Answer your qualification questions and each lead gets a score. Record its expected value and close date, and spread the value across the months you expect to be paid.
Reminders that come to you
Set a reminder on a 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. Switch on the missing-reminder digest and owners hear about open leads with no reminder.
Everything about the lead together
Notes, files and an activity feed sit on the lead. Create the client and contact as you add it, and create or link a project once it's won.
The details
Small things that keep the pipeline honest.
Your own statuses
Statuses, sources and close reasons are lists your team edits
Won and lost reasons
Record why you won or lost, one reason per category, with notes
Where it came from
Leads from your website forms show which form they came from, with any files attached
Client status updates
A new lead marks the client as an active lead
Values by permission
Lead values only show to people who can see financials
Import from CSV
Bring your existing leads in from a CSV file, with a sample to follow
Questions about leads
Yes. Rofinery asks for the reasons first, so your win and loss figures stay useful.
Whoever you choose when you set the reminder, yourself or colleagues. Reminders arrive by email and in the app.
Yes. Import leads from a CSV file, with a sample file that shows you the columns.
Stop leads going cold
Or see what connects to your leads.