Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Roadbase serves as an AI-powered planning platform that prioritizes quote creation for creative freelancers and agencies. By pasting a project brief or uploading a PDF, users can generate an editable initial draft that includes a project overview, phases, tasks, assigned roles, estimated hours, timelines, assumptions, and the rationale behind the estimates. Teams then have the opportunity to review and modify this draft, incorporating their own role costs, billable rates, overhead, direct expenses, contingency funds, and desired profit margins to formulate the final quote. The visual timeline feature ensures that all aspects such as tasks, timelines, roles, hours, and pricing are consolidated within the same project structure. Once the plan is finalized, users can export the reviewed work breakdown, roadmap, and cost summary into a proposal PDF. Following approval, they can transition the project into a user-friendly Kanban workspace, where tasks can be assigned, comments can be added, time can be tracked by both project and task, and actual hours can be compared against the initial estimates. Roadbase is specifically designed for businesses that provide creative services in sectors such as advertising, branding, design, video production, and web and app development, as well as related consulting endeavors. This comprehensive approach not only streamlines project management but also enhances collaboration among team members, ensuring a more efficient workflow.

Description

Transform your strategy into a concrete plan and ensure alignment with its execution. Enhance project visibility by incorporating sub-tasks, tracking timesheet hours, and managing dependencies. Utilize a centralized resource utilization tool along with an intuitive Gantt chart to effectively monitor projects, workstreams, and tasks. Measure the efficiency of your projects, teams, or individual contributors by timing the completion of tasks and addressing any issues that arise. Compare your estimates and budgets against actual expenditures to maintain financial accuracy. Leverage our project-based invoicing feature within our Accounts application to bill clients based on hours spent. Foster collaboration among project members located in various regions to enhance organizational agility. Elevate both team and individual productivity, streamlining processes for faster execution through centralized communication, file sharing, and a cohesive workspace. Enjoy a friendly, professional customer experience whenever you require assistance. Our inbound call services, including live telephone, email, and chat support, are available 24/7, 365 days a year, ensuring that we effectively manage your customer service needs. By trusting us with your customer interactions, you can focus on what truly matters, knowing your clients are well taken care of.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 No 
PayPal No 
Stripe No 
kpi.com Accounts No 

Integrations

Microsoft 365 Yes 
PayPal Yes 
Stripe Yes 
kpi.com Accounts Yes 

Pricing Details

$10/month
Roadbase offers a Free plan with one active project, time tracking, 20 monthly tokens and watermarked PDF exports.

Pro costs $10/month or $102/year, with unlimited projects, 100 monthly tokens and standard PDFs.

Studio costs $22/month or $224.40/year, adding 400 monthly tokens, AI expense estimates and white-label PDFs.

Extra packs of 50 tokens cost $5.
Free Trial No 
Free Version Yes 

Pricing Details

$10 per user 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 Yes 
iPad App Yes 
Android App Yes 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Roadbase

Founded

2026

Country

Spain

Website

roadbase.io

Vendor Details

Company Name

KPI Software

Founded

2004

Country

United Kingdom

Website

www.kpi.com/en/best-business-management-software/projects/

Product Features

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Quoting

Automated Quoting Yes 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management Yes 

Product Features

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal No 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management No 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Alternatives

Alternatives

OpusView Reviews

OpusView

IdeasCast
QuoteWerks Reviews

QuoteWerks

Aspire Technologies, Inc
Scope Reviews

Scope

The Virtu Group