CRM With Emailing and Project Management Capabilities
Build your sales pipelines, manage your tasks, and send emails.
All with the same tool.
Build your pipelines
Build highly visual and customizable sales pipelines.
Each deal is a task in which you can email back and forth with your prospect, upload documents, add notes, and much more.
Streamline internal and external communication
Build workflows, assign tasks/emails and messages to the right people by creating rules.
You don't need any coding skills, we take care of that for you. Get every conversation where it needs to be based on your criteria; keyword, contact person, project name, client...
There is no time for tedious manual tasks.
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Communicate with your team as well as with external partners, customers, stakeholders etc. in the same conversation thread.
That's right, no more switching from your project management tool to your mailbox, copying information.
Start a conversation in the right project, and keep it there from start to end.
Never leave a prospect behind
Don't leave anything to chance.
Create automation rules to make sure every message gets to the right person in all circumstances.
Some deals involve several people, make sure everyone gets notified.
It doesn't stop here...
Rooftop is a full-on collaboration platform that allows you to handle internal as well as external communicaiton.
Keep all the files linked to a project or to a conversation in one place and access them with a couple of clicks. No more wasting time looking for files.
Each email or conversation is linked to a contact with their very own information sheet. No more switching tools to know everything about a contact.
Be at all times aware of who's working on what, know which of your contacts are generating the most mail and make informed decisions.
Life is too short to write the same emails over and over. If you already have standard responses, just drop them into our templates tool and save time.
Manage all your team and personal professional emails in Rooftop. Turn your emails into tasks and save several hours every week.
Make sure your team stays organized by assigning specific roles and responsibilities to your teammates so that nothing slips through.
360° Collaborative Communication
Powerful shared inbox
Emails and phone logs all in one place
Previous interactions log
Birds eye view
Full information transparency
Track response KPIs
Custom fields for smart sorting
Manage your Projects
Create and assign tasks
Build pipelines and workflows
Involve external partners
Custom task statuses
Sales automation integration
Email marketing integration
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