selected email
Re: Proposal Q2
Founding Beta · 10 seats · €25/mo
Never miss the highest-revenue action of your day.
Roftio helps agencies and consultants decide what to do first: the client, deal, follow-up, invoice, or deadline that matters most — and why.
No full Gmail inbox access. You choose the signals.
Daily Revenue Focus Preview
Today, do this first
Highest revenue impact today
Send the proposal to Pixxel
- €2,500
- client waiting 2 days
- by Friday
Why
- the client has been waiting for 2 days
- the deal is worth €2,500
- you promised an answer by Friday
- this action unblocks the client decision
Not today
Resetting the Instagram profile
Useful, but it does not unblock a client, deal, cashflow or deadline.
Signal sources: selected email · call note
Why this action, not another one?
Roftio turns scattered signals into a calm decision record: the client, deal, promise and trade-off behind the recommendation.
Client
Pixxel has been waiting for 2 days and needs a proposal decision.
Deal
Potential value: €2,500, tied to the next delivery phase.
Promise
You promised an answer by Friday.
Trade-off
Polishing the website can wait because it does not unblock cashflow today.
Problem
A task manager shows a list. Roftio shows what moves the client.
You already have emails, notes, calls, follow-ups and promises. Roftio tells you which action moves the client, deal or cashflow first.
Client waiting
A promise from a call disappears into notes and the relationship loses momentum.
Deal cooling down
You delay a follow-up by one day too many and the client decision loses energy.
Invoice or deadline blocking cash
A small delay can block money, delivery or the next step.
How it works
How it works
One calm loop from selected signal to revenue decision.
- 01
Paste, record or forward a selected signal
A call note, voice note or selected email — only what you want Roftio to see.
- 02
Roftio extracts the client, deal, commitment and action
The system organizes context without forcing you to migrate into another CRM.
- 03
Daily Revenue Focus shows what to do first and why
You get one recommendation, the evidence and the trade-off you are choosing.
Privacy-first
No full Gmail inbox access.
You do not need to connect your entire Google Workspace. You choose which signals go to Roftio: a note, voice note or selected email. You decide what Roftio sees.
- We do not scan your entire inbox.
- We do not require a CRM migration.
- We do not ask for access to everything on day one.
selected signals
paste note
voice note
selected email
What Roftio tracks
The things that actually move revenue
Roftio looks at work through the lens of clients, deals, cashflow and deadlines — not another checkbox list.
- Clients
- Deals
- Follow-ups
- Proposals
- Invoices
- Commitments
- Deadlines
- Delay risks
10 seats · €25/mo
Founding Beta
For agencies, consultants and solo B2B founders who want to know every day what truly moves a client, deal or cashflow.