Leads, proposals, projects and profit, in one place
Rofinery is agency software that joins up the sale, the work and the time it takes. So you can see which jobs make money while there's still time to do something about it.
Used by agencies including
Your agency shouldn't need a spreadsheet to add up
Most agencies run on a handful of tools. One for proposals, one for tasks, one for time, a CRM and a spreadsheet trying to hold it all together.
None of them agree. The proposal says ten days of design. The timesheet says fourteen, logged against the wrong project. Nobody finds out until the invoice goes out.
Rofinery keeps the lead, the proposal, the tasks and the time in one system, linked together. The figures you need are already there, because your team’s everyday work creates them.
From first enquiry to final invoice
Each step picks up where the last one left off, so nothing gets typed twice.
Win the work
Track every enquiry through your pipeline, with reminders so good leads don't go quiet
Price it properly
Build proposals from your own rate cards, and see the margin before you send
Get it signed
Your client comments on and signs a link in their browser. No account needed
Plan the work
Approved lines become tasks with hours attached, ready to book onto the calendar
Track the time
A timer and weekly timesheet log hours against the task they belong to
See what it made
Budget tracking and profitability show the cost and return of every job
The questions you're asking, answered
Whoever runs each part of your agency, the answers come from the same records.
Did that job make money?
See profitability by client, project, discipline and person. Time is costed at your rate cards, or at actual salary cost if you add it, so you know which work to chase and which to price up.
Who's free next month?
Book people onto work in the resource calendar, with approved time off and bank holidays already taken out. The capacity report shows where you're stretched before it becomes a problem.
Are we giving hours away?
Watch hours against budget while the project's still running, not after. When someone needs more time, they ask for it on the task, so the extra hours are on record rather than quietly absorbed.
What changed in our own agency
3×
Faster proposal turnaround
100%
Of time tracked
20+ hrs
Saved on admin every week
Don't just take our word for it
Here's what agency leaders say about Rofinery.
Karen McNulty
Director, MM Agency
The platform is clearly designed with agencies in mind. The end-to-end agency management approach, combined with strong visibility on profitability and well thought through sales and proposal functionality, makes it a compelling solution for growing service businesses. It is rare to see operational management and commercial performance brought together in such a coherent way.
Dave Plunkett
Founder, Collaboration Junkie
I've been looking for a tool for ages to support me in my business and never really been able to find the right one. Despite barely scratching the surface of all that it can do, I think Rofinery may well be the one. It's already saving me time, and allowing me to track my project work much more closely to make sure I'm not over servicing. It keeps me organised and the visual nature of the pipeline is something that really resonates with me. I'm super excited about getting more stuck in, which is something I never thought I'd say about a piece of business management software. Oh and the support is absolutely top-notch as well!
Victoria Owens
Owner, Vinco Marketing
Rofinery makes it easy to create proposals and get sign-off in minutes. What used to take hours of back and forth is now a simple, streamlined process, giving more time to focus on the work itself. It's made a noticeable difference in how quickly an enquiry can get developed into a proposal and then turned into an approved project.
National Digital Awards 2026 Named Best Agency Software Vendor
Independent recognition for what we're building, and a reflection of the agencies who've given us feedback and helped shape Rofinery. We're proud to have been named Best Agency Software Vendor at the National Digital Awards 2026 - independent recognition that what we're building is making a real difference for agencies. It's a reflection of the agencies who've trusted us, given us feedback, and helped shape Rofinery into what it is today.
Find out why we wonWorks with the tools you already use
See all integrations
Xero
Slack
Google Calendar
BambooHR
AI assistants
Simple pricing, no tiers
One plan with every feature, and 30 days free to try it. No onboarding fees, no upsells, and you can cancel any time.
Number of users
Everything's included
- Unlimited projects
- Proposals with online sign-off
- Time tracking and timesheets
- Budget tracking and profitability reports
- Utilisation and revenue forecast
- Resource calendar and time off
- Pipeline and CRM
- Integrations
/month
Freelancers and agency advisors are included for free
Common questions
Yes. You get 30 days free, and you don't need a credit card. Sign up, or book a demo and we'll set your trial up with you.
Yes. Paying annually saves you the cost of one month, which works out at just under 10%.
Yes. Rofinery is hosted on Laravel Cloud, which is SOC 2 compliant, and your data travels over an encrypted connection.
Yes. You can import clients, leads, suppliers, tasks and past time entries from CSV files.
No. Rofinery works alongside Xero. You raise invoices in Xero from the payments agreed in your proposals, and paid status comes back to Rofinery.
Only the people you give permission to. Roles and permissions decide who sees rates, margins and reports, and you can change them for one person without changing everyone.
Rofinery started as the system we built to run our own agency, We Create Digital, so it's been in daily use for years. We have no investors who can pull out, and we're growing it on our own terms.
We went from guessing at project margins in our own agency, to knowing them in real time. Rofinery gives us the confidence to say no to unprofitable work and focus on what delivers value. Now we want to help other agencies do the same.
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