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Sales & CRM
Track, quote, manage and close deals.
Sales Pipeline
Track every lead, assign team members, track time, customize your pipeline. No missed opportunities, no lead left behind.
Contact Management
Store and manage your clients, suppliers and contacts in one place. Keep your information clean, current and connected. Includes Xero synchronization.
Quoting
Build clear, professional quotes fast. Use templates, duplicate quotes, hide line items, and send direct to clients for online approval in seconds.
Sales Pipeline
Track every lead, assign team members, track time, customize your pipeline. No missed opportunities, no lead left behind.
Sales Pipeline Features
Contact Management
Store and manage your clients, suppliers and contacts in one place. Keep your information clean, current and connected. Includes Xero synchronization.
Contact Management Features
Quoting
Build clear, professional quotes fast. Use templates, duplicate quotes, hide line items, and send direct to clients for online approval in seconds.
Quoting FeaturesProject Management
Plan, track, manage and deliver work.
General Project Management
Track key details, budgets, and progress all in one place. Link time, tasks, quotes, and costs to get the full picture.
Time Tracking
Know where time goes, who is using it and what it’s worth. Includes timesheets, time logs and start/stop timers.
Task Tracking
Break work into tasks, assign team members, set priorities, deadlines and time budgets. Stay on top of every moving part.
General Project Management
Track key details, budgets, and progress all in one place. Link time, tasks, quotes, and costs to get the full picture.
General Project Management Features
Time Tracking
Know where time goes, who is using it and what it’s worth. Includes timesheets, time logs and start/stop timers.
Time Tracking Features
Task Tracking
Break work into tasks, assign team members, set priorities, deadlines and time budgets. Stay on top of every moving part.
Task Tracking FeaturesScheduling
See who’s doing what, when - and what’s falling through the cracks.
Billing Model
Bill the way you work.
Fixed Fee
Quote a fixed amount, invoice progress payments or bill in full on completion — easy.
Time & Materials
Track hours and costs as you go, and invoice based on actuals — perfect for open-scope work.
Retainers
Setup and track retainer work, automate billing and see retainer performance. Set it once, then focus on the work.
Fixed Fee
Quote a fixed amount, invoice progress payments or bill in full on completion — easy.
Fixed Fee Features
Time & Materials
Track hours and costs as you go, and invoice based on actuals — perfect for open-scope work.
Time & Materials Features
Retainers
Setup and track retainer work, automate billing and see retainer performance. Set it once, then focus on the work.
Retainers FeaturesFinancial Management
Manage costs, invoicing, and profit tracking.
Progress Payments
Break project fees into milestones, send payments fast, and track what you’re paid.
Invoicing
Create, send, and track invoices. Pull in billable hours, costs, and quote data — sync with Xero.
Costs
Log bills and internal costs against jobs, import from Xero, and track project budget vs actuals.
Progress Payments
Break project fees into milestones, send payments fast, and track what you’re paid.
Progress Payments Features
Invoicing
Create, send, and track invoices. Pull in billable hours, costs, and quote data — sync with Xero.
Invoicing Features
Costs
Log bills and internal costs against jobs, import from Xero, and track project budget vs actuals.
Costs FeaturesXero Integration
Make accounting even simpler by integrating ROLL with Xero for a seamless two-way information flow.
Business Metrics
View performance, predict revenue, drive growth.
Real-Time Metrics
See how every job is tracking as it happens — not weeks later. Make business decisions with real actionable data, not gut feel.
Revenue Projections
Confidently forecast future revenue based on confirmed work and potential sales — allowing you to smooth out revenue fluctuations before they affect your bottom line.
Reporting
Run reports on time, costs, revenue, and more. Use filters, custom fields, and tags to slice the data any way you need.
Real-Time Metrics
See how every job is tracking as it happens — not weeks later. Make business decisions with real actionable data, not gut feel.
Real-Time Metrics Features
Revenue Projections
Confidently forecast future revenue based on confirmed work and potential sales — allowing you to smooth out revenue fluctuations before they affect your bottom line.
Revenue Projections Features
Reporting
Run reports on time, costs, revenue, and more. Use filters, custom fields, and tags to slice the data any way you need.
Reporting FeaturesCustomisations
Make ROLL fit your business, not the other way around.
Custom Fields
Capture the information that matters to you by tailoring ROLL to fit your workflow and industry.
Employee Permissions
Take full control over what your team can access in ROLL — from project visibility and client details to financials and admin permissions.
Project Statuses
Create custom project stages that fit the way you work, and track every job by status or segment for clear, actionable progress at a glance.
Custom Fields
Capture the information that matters to you by tailoring ROLL to fit your workflow and industry.
Custom Fields Features
Employee Permissions
Take full control over what your team can access in ROLL — from project visibility and client details to financials and admin permissions.
Employee Permissions Features
Project Statuses
Create custom project stages that fit the way you work, and track every job by status or segment for clear, actionable progress at a glance.
Project Statuses Features