Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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