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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Leverage your live pipeline and sales velocity metrics to gain a clearer insight into your company's financial health, eliminating the need for cumbersome spreadsheets. Enhance sales outcomes by accurately monitoring progress towards goals, while obtaining a real-time overview of your team, clients, and overall business performance. By identifying potential deal slippage ahead of time, you can take proactive measures to mitigate risks. Furthermore, boost the precision of your forecasting through improved collaboration, heightened accountability, and reduced reliance on assumptions. We understand that effective business strategies hinge on forward-thinking data, and recognize that those who focus excessively on historical financials may find themselves ill-equipped to make informed decisions for growth. Our mission is to empower businesses to make smarter choices by providing them with essential forward-looking data. We achieve this by revealing untapped potential within your CRM data and optimizing its utility to support your objectives. This proactive approach will not only enhance your decision-making process but also pave the way for sustainable success in an ever-evolving market.

Description

A comprehensive software solution designed to oversee, analyze, and expand your service-based business is essential. Gaining insight into your operations and assessing performance is crucial for making informed decisions that foster growth. The software allows users to forecast revenue and expenses for the next six months, track the value of ongoing projects, and manage invoice statuses. It provides detailed information about lead sources, the workload in your pipeline, and the number of contracts won within the current month. Users can easily monitor time spent on specific projects as well as time allocation per employee, while also distinguishing between billed and unbilled hours based on project, month, and team member. Additionally, it offers a clear overview of each project's current phase and its budget adherence, enabling early identification of potential issues. ROLL emphasizes enhancing business performance, equipping owners with essential data and insights that not only save time but also empower them to effectively scale their operations. With this tool, businesses can ensure they remain competitive and responsive to changing market demands.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Freshsales Yes 
Google Sheets Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Insightly Yes 
Microsoft Excel Yes 
Microsoft Power BI Yes 
Pipedrive Yes 
Salesforce Yes 
Wufoo No 
Xero No 
Zapier No 
Zoho CRM Yes 

Integrations

Freshsales No 
Google Sheets No 
HubSpot CRM No 
HubSpot Customer Platform No 
Insightly No 
Microsoft Excel No 
Microsoft Power BI No 
Pipedrive No 
Salesforce No 
Wufoo Yes 
Xero Yes 
Zapier Yes 
Zoho CRM No 

Pricing Details

$129 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$14 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

QuarterOne

Founded

2018

Country

United Kingdom

Website

www.quarterone.com

Vendor Details

Company Name

ROLL

Founded

2014

Country

New Zealand

Website

www.rollhq.com

Product Features

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard No 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis No 

Product Features

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control No 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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