Rofinery.
Rofinery is an internal productivity software-as-a-service (SaaS) platform that helps agencies and consultancies manage forms, leads, clients, and projects in one place. It connects key tools and workflows, turning manual processes into efficient, trackable systems.
Project overview.
Client: Rofinery
Like many agencies, when we were a smaller team, we used multiple off-the-shelf tools that solved some problems but created others. They were also expensive. So we decided to make our own single platform to keep everything in one place.
Drawing on over a decade of experience delivering digital projects, we built Rofinery to simplify project management, centralise information, and align with how teams actually work.
Rofinery started as an internal tool, but it quickly became something more. By turning it into a SaaS platform, we’re opening it up to other agencies who face the same challenges.
Scope of work.
- User experience
- Website design
- Web development
- Bespoke CRM
- Custom development
- AI development
Creating a Software as a Service platform.
Like any agency, we were dealing with scattered data, duplicated tasks, and constant context switching between systems for projects, tickets, quotes, and client communication. Rofinery brings all of this together into one place. At its core is a custom-built CRM and pipeline that connects clients, projects, leads, and forms in a way that mirrors real agency processes. It helps manage everything from support requests and website updates to planning new features and tracking project and agency profitability – all without relying on multiple disconnected tools or subscriptions.
What began as a small internal tool quickly became one of our most important digital products. We designed and developed every aspect of Rofinery in-house – from its architecture and database structure to the user interface and reporting tools. We focused on usability, speed, and flexibility. Because we built it ourselves, we could integrate features that make sense for other agencies: automated workflows, internal forms, lead tracking, document storage, and reminders for client follow-ups. It’s been tested daily by our own team, meaning every feature has been shaped by real-world use.
Now in its beta phase, Rofinery continues to evolve as we refine its tools and open it up to other agencies who want a single, efficient system to run their projects.
The design and build.
When we set out to build Rofinery, the goal wasn’t to create another generic management tool – it was to design a system that genuinely fit how an agency operates day to day. We began by mapping our own workflows: how projects move from lead to quote, how support requests come in, and how updates and communication flow between clients and the team. Every decision was shaped by real use cases rather than assumptions.
The build focused on clarity, speed, and flexibility. It’s a custom Laravel application with Livewire and Tailwind, creating a lightweight yet powerful framework that’s easy to extend as our needs evolve. The custom CRM sits at the centre, connecting projects, clients, leads, and forms with shared data relationships to avoid duplication. From there, we added features that make a tangible difference: automated workflows, integrated quoting, ticket management, document storage, and reminders.
Because we designed every part in-house, we could refine the user experience iteratively – ensuring it feels fast, logical, and effortless for any team. As a custom software development project, Rofinery continues to evolve with our users’ needs, giving us the freedom to add new features, improve performance, and adapt it to how agencies actually work.