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Roll Review

5

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Very good

Revainrating 5 out of 5  
Rating 
4.8
ERP, Project, Portfolio and Program Management

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Description of Roll

Roll is simple, intuitive workflow management software for small service businesses. With Roll you can manage your entire workflow in one simple application; capture leads, manage sales, send quotes, manage projects and invoice clients - all while getting full visibility of how the business is performing. Roll is the perfect tool for creative agencies, architects, interior designers, consulting businesses, freelancers and many more. KEY FEATURES: >> Pipeline Management >> Lead and contact management >> Quoting >> Project management >> Time tracking >> Task management >> Invoicing >> Business visibility dashboards >> Xero Integration

Reviews

Global ratings 5
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Type of review

Revainrating 5 out of 5

Great software for construction industry

I like how easy it is to use this program. It works well with our accounting department as well as all of our technicians. Everything has an easy to navigate menu system. No complaints in terms of ease of use. I have only had minor issues with the customer support side (which seems very good overall). The only issue I've ran into is that at times you might be directed away from your dashboard if the site is down. Other than that, everything is great! We can track invoices, check up on the…

Pros
  • Easy navigation
  • Great for client monitoring.
  • Reliable tech tracking systems available too.Cons : A bit clunky sometimes; not intuitive or clean looking design
Cons
  • Secret

Revainrating 5 out of 5

Best payroll and payment software for small businesses

The ease of use with roll makes it very user friendly no matter what your skill level or experience in business systems are! I love that you can add people to projects even if they're not listed as an employee yet but haven't been added into this system - just by using their email address which has already linked them up correctly within our database- we don’t have any issues there at all!! Sometimes when uploading files from my phone/tablets through chrome browser (my main method) sometimes…

Pros
  • Easy way for users across multiple departments / job roles
  • Very intuitive layout without having access restrictions due tp permissions, security settings
  • Ease accessing client portfolios directly after downloading clients portfolio pdf attachments
Cons
  • Not bad

Revainrating 4 out of 5

Simple yet Powerful Task Manager: Roll

I like that I can set up a calendar for my team. This is something I have not been able to do in the past. I love that I can also set up reminders for my team to follow up or follow up with customers. I also like that I can also set up rules for different types of projects. I wish I could set up rules for specific customer names in my database. I have not found anything that I dislike about roll. It is a very user friendly tool. I would highly recommend it to anyone looking for a simple to use…

Pros
  • I also like the reminders to follow up on past projects
Cons
  • I also wish I could set up rules for specific customer names and projects in my

Revainrating 5 out of 5

Roll is fantastic for automating business process

The ability to create custom workflows are what I like best about roll! You can use this tool in many different ways depending upon your needs/wants as far customization of forms goes too!! It's not that it doesn't have any downsides but they aren’t really anything major either so if you're looking at using or considering rolling then go ahead with them because overall all their support staff was very helpful when we were first getting started out. Customizing our own processes within an…

Pros
  • Ability for users, admins & managers
  • Easy access from anywhere smartphone / tablet app is great
  • Integration across other tools suchas SFDC + Salesforce1 Mobile App allows usto track metrics easily via mobile devices.
  • Very intuitive UI which makes navigating around fairly seamless especiallywith those utilizing screen readersand visually impaired persons who would need assistance while working wityh
Cons
  • There are nuances

Revainrating 5 out of 5

User friendly program - lots if room

I like that it allows me to keep track of all of our quotes and clients. It also gives us access to our client's info as well. The application can be slow at times but it's not terrible. It has been easy for my staff to learn and use. I haven't had any issues with the system. I've heard some complaints about the price but I think it's worth it in the end. We're able to easily see how much we are spending on each quote and client so that we can better manage those expenses. It's easy to use and…

Cons
  • Empty