Roll Features

Roll

All-in-one business workflow & project management

4.68/5 (37 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Agile Methodologies
Alerts/Notifications
Approval Process Control
Approval Workflow
Assignment Management
Audit Trail
Billable & Non-Billable Hours
Billable Items Tracking
Billing & Invoicing
Budget Control
Budget Management
Budgeting/Forecasting
Business Process Automation
CRM
Calendar Management
Charting
Client Management
Client Portal
Clock In / Out
Collaboration Tools
Commenting/Notes
Communication Management
Configurable Workflow
Contact Database
Contact Management
Cost Estimating
Cost Tracking
Cost-to-Completion Tracking
Create Subtasks
Customer Database
Customizable Branding
Customizable Dashboard
Customizable Reports
Customizable Templates
Dashboard Creation
Data Import/Export
Data Visualization
Deadline Management
Discount Management
Document Management
Document Storage
Drag & Drop
Email Management
Email-to-Task Conversion
Employee Activity Monitoring
Employee Database
Estimating
Event Tracking
Expense Tracking
File Management
File Sharing
File Transfer
Forecasting
Gantt/Timeline View
Goal Setting / Tracking
Graphical Workflow Editor
Idea Management
Import Tasks
Invoice Management
Invoice Processing
Issue Management
Job Costing
Job Tracking
Kanban Board
Knowledge Base Management
Lead Distribution
Lead Management
Meeting Management
Messaging
Milestone Tracking
Mobile Access
Mobile Time Tracking
Multi-Department/Project
Multiple Billing Rates
Multiple Projects
Online Time Tracking
Parent Task
Percent-Complete Tracking
Performance Metrics
Planning Tools
Portfolio Management
Prioritization
Profit/Loss Statement
Progress Reports
Progress Tracking
Project Accounting
Project Management
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Quotes/Estimates
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Updates
Recurring/Subscription Billing
Reminders
Remote Access/Control
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Requirements Management
Resource Management
Risk Alerts
Risk Management
Role-Based Permissions
SSL Security
Search/Filter
Secure Data Storage
Spend Analysis
Status Tracking
Summary Reports
Supports Agile
Supports Scrum
Task Board View
Task Editing/Updating
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Task Tagging
Template Management
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timeline Management
Timesheet Management
To-Do List
Traditional Methodologies
Web Traffic Reporting
Workflow Configuration
Workflow Management
Learn moreCompare App
API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Agile Methodologies
Alerts/Notifications
Approval Process Control
Approval Workflow
Assignment Management
Audit Trail
Billable & Non-Billable Hours
Billable Items Tracking
Billing & Invoicing
Budget Control
Budget Management
Budgeting/Forecasting
Business Process Automation
CRM
Calendar Management
Charting
Client Management
Client Portal
Clock In / Out
Collaboration Tools
Commenting/Notes
Communication Management
Configurable Workflow
Contact Database
Contact Management
Cost Estimating
Cost Tracking
Cost-to-Completion Tracking
Create Subtasks
Customer Database
Customizable Branding
Customizable Dashboard
Customizable Reports
Customizable Templates
Dashboard Creation
Data Import/Export
Data Visualization
Deadline Management
Discount Management
Document Management
Document Storage
Drag & Drop
Email Management
Email-to-Task Conversion
Employee Activity Monitoring
Employee Database
Estimating
Event Tracking
Expense Tracking
File Management
File Sharing
File Transfer
Forecasting
Gantt/Timeline View
Goal Setting / Tracking
Graphical Workflow Editor
Idea Management
Import Tasks
Invoice Management
Invoice Processing
Issue Management
Job Costing
Job Tracking
Kanban Board
Knowledge Base Management
Lead Distribution
Lead Management
Meeting Management
Messaging
Milestone Tracking
Mobile Access
Mobile Time Tracking
Multi-Department/Project
Multiple Billing Rates
Multiple Projects
Online Time Tracking
Parent Task
Percent-Complete Tracking
Performance Metrics
Planning Tools
Portfolio Management
Prioritization
Profit/Loss Statement
Progress Reports
Progress Tracking
Project Accounting
Project Management
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Quotes/Estimates
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Updates
Recurring/Subscription Billing
Reminders
Remote Access/Control
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Requirements Management
Resource Management
Risk Alerts
Risk Management
Role-Based Permissions
SSL Security
Search/Filter
Secure Data Storage
Spend Analysis
Status Tracking
Summary Reports
Supports Agile
Supports Scrum
Task Board View
Task Editing/Updating
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Task Tagging
Template Management
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timeline Management
Timesheet Management
To-Do List
Traditional Methodologies
Web Traffic Reporting
Workflow Configuration
Workflow Management
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API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Agile Methodologies
Alerts/Notifications
Approval Process Control
Approval Workflow
Assignment Management
Audit Trail
Billable & Non-Billable Hours
Billable Items Tracking
Billing & Invoicing
Budget Control
Budget Management
Budgeting/Forecasting
Business Process Automation
CRM
Calendar Management
Charting
Client Management
Client Portal
Clock In / Out
Collaboration Tools
Commenting/Notes
Communication Management
Configurable Workflow
Contact Database
Contact Management
Cost Estimating
Cost Tracking
Cost-to-Completion Tracking
Create Subtasks
Customer Database
Customizable Branding
Customizable Dashboard
Customizable Reports
Customizable Templates
Dashboard Creation
Data Import/Export
Data Visualization
Deadline Management
Discount Management
Document Management
Document Storage
Drag & Drop
Email Management
Email-to-Task Conversion
Employee Activity Monitoring
Employee Database
Estimating
Event Tracking
Expense Tracking
File Management
File Sharing
File Transfer
Forecasting
Gantt/Timeline View
Goal Setting / Tracking
Graphical Workflow Editor
Idea Management
Import Tasks
Invoice Management
Invoice Processing
Issue Management
Job Costing
Job Tracking
Kanban Board
Knowledge Base Management
Lead Distribution
Lead Management
Meeting Management
Messaging
Milestone Tracking
Mobile Access
Mobile Time Tracking
Multi-Department/Project
Multiple Billing Rates
Multiple Projects
Online Time Tracking
Parent Task
Percent-Complete Tracking
Performance Metrics
Planning Tools
Portfolio Management
Prioritization
Profit/Loss Statement
Progress Reports
Progress Tracking
Project Accounting
Project Management
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Quotes/Estimates
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Updates
Recurring/Subscription Billing
Reminders
Remote Access/Control
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Requirements Management
Resource Management
Risk Alerts
Risk Management
Role-Based Permissions
SSL Security
Search/Filter
Secure Data Storage
Spend Analysis
Status Tracking
Summary Reports
Supports Agile
Supports Scrum
Task Board View
Task Editing/Updating
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Task Tagging
Template Management
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timeline Management
Timesheet Management
To-Do List
Traditional Methodologies
Web Traffic Reporting
Workflow Configuration
Workflow Management
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Roll Feature Reviews

25 reviewers had the following to say about Roll's features:

Jenny B.

Roll is Amazing!

2018-01-18

Project management, client organization, time tracking and overall awesomeness.

Pros

I can have access to all my client files and info in 1 to 2 clicks.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Adrian S.

Finally, have control of where we are spending our time and whats going to come in $$ wise!

2018-02-06

Visibility, productivity and efficiencies and it's all real-time!

Pros

Cloud-based, finally can see all projects in one place and how much are they worth and how are we tracking against the project value, we use it like 'lite' CRM to manage sales leads and simple pipeline and if we win it, very easy to convert it to an active project, it's easy to use, no training really required flexible and amazing customer service!

Cons

Not much as it keeps getting better all the time, still needs more standard reports and maybe a report builder.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Alexander H.

Great project management app

2017-07-12

Improved project and retainer management.

Pros

Integration with Xero accounting software, management of retainers, quote and invoice creation, time tracking and logging, very reactive support team who apply requested fixes within days.

Cons

Sometimes screens load slowly, occasionally staff collides and project settings are not saved, products can be added to invoices but there is no overall products list to save as templates.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Candice H.

Integral software for my day to day managing of projects and the business

2018-01-21

A time saver, I do all the management of my business and projects in one places, so it gives clarity easily, and saves me time and headspace trying to juggle the information.

Pros

Daily I'm logging time, adding tasks and prioritising my projects.

Cons

I would like to see more in-your-face reporting that follows you around or prompts you.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jon B.

Excellent......highly recommended

2018-02-06

Better business management that is scaleable

Pros

This is the only real option for SMEs who want Leads/Timesheets/Projects/Billing all in the same place without having to jump between apps.

Cons

Would also be good to have an Android App and integration with WaveApp (online accounting).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Rob H.

Roll is great to work with I can't imagine running the business without it now.

2018-02-02

And finally, I love the simple billing system that integrates with Xero and generates invoices directly from unbilled time on each project or directly from approved quotes.

Pros

Great balance between the financial side of the business and project management.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nadine R.

Roll is simply cost effective time management software

2018-01-30

Better time management Ability to charge out on time spent on projects without the guesswork Ability to provide clients with time sheet where necessary Send out invoices from Roll if necessary, but use Xero so it integrates perfectly

Pros

Roll assists in creating the real time spent on projects, which translates in using time management more wisely.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Craig F.

Roll has transformed the way we manage our workflow.

2018-02-06

Pros

I love the XERO integrations, which make invoicing a breeze.

Cons

Really looking forward to a Mobile app and would be interested in some better project timeline management tools such as gant charts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Cathy M.

Invoicing & Xero integration, lead & client management, time tracking & task management in one tool.

2018-01-18

The time saving, high-level focus on my business and performance stats are invaluable to a growing Auckland Digital Marketing and Social Media Company.

Pros

With RollHQ, I am able to manage our company's new leads, customise project status according to our company's processes (which is something no tool offers), manage our ongoing retainers, manage invoices, time tracking system and task management all in one tool.

Cons

The only thing I would like to see from RollHQ is having the ability to send tasks to Roll via email.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Andrew R.

We implemented Roll at the start of 17, now it's an indispensable part of our architectural practice

2018-01-30

Better organisation, systemisation and delegation of workflow, leading to profitability and less stress.

Pros

Suitable out of the box for our industry and workflow. The interface is simple and intuitive, with multiple ways to achieve the same results.

Cons

Because it's early in its development, some features which you know could be implemented are yet to be developed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeremy N.

This is project, client and invoice management made easy! We've reduced our admin time by half.

2018-01-17

Better client and project management. Keeping on top of invoices is a breeze.

Pros

We can clearly track our projects, what stage they're at and what invoicing is outstanding.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Roll was recommended to me for my startup business. The software and support is excellent.

2018-01-22

It's saving me time and money.

Pros

Customer Support and Ease of use. I've been in business over 21 years and this software has really improved how efficiently I can manage projects from start to finish. I like that you can enter a job lead even before it is a reality.

Cons

I would like to see more a more comprehensive reports made available regarding its time-keeping.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Sean C.

Great software, easy to use. Very simple for tracking projects throughout & staying on budget!

2018-02-02

easy to track and manage my team - drastically reduced the time spent catalogueing and setting up projects.

Pros

Drag & Drop and intuitive UI/UX rarely leaves me confused how to complete a task.

Cons

Sometimes the timer functionality will glitch out and freeze, not assign the time to the project etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Sharon F.

I use Roll to manage projects, track time spent and manage clients in my Graphic Design Business.

2018-01-28

Pros

I also like how I can setup custom folders in the Projects section to move the job status through the project workflow and know exactly what stage each is at.

Cons

It hasn't really give appropriate forecasting reports for me (which is what it was intended for), so I have avoided using this so far and have just gone the default 'bill later' and used the reporting to look at actual billed items.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Matt K.

Roll is a super useful bit of software for tracking complicated projects across different stages.

2018-01-30

Pros

The Xero integration. Xero isn't strong at tracking project financials, so to be able to manage these easily in Roll, but still manage the invoicing and costing part in Xero is hugely useful.

Cons

No API (I know they are working on it) which limits it's ability to work with other bits of software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Kelly B.

Roll gives us what we need to manage our projects without the bloat of other software we've tried.

2018-01-22

Allowed us to track all our project work regardless of how big/small.

Pros

It can handle project costs and track time with the ability to set time budgets as well as assign tasks to others.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris Q.

Functionally decent

2018-01-30

Pros

Well thought out functionality, great time per project tracking tool.

Cons

Few things like that are awesome ideas but just need a little more option which will make my life a lot easier.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Garth N.

We absolutely love Roll and highly recommend it!

2018-01-18

Pros

It's an indispensable tool that runs a connective thread through our entire business, helping us track and project leads, quotes, projects, tasks, time, invoicing... it's basically our Swiss Army knife and we love it!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Lisa J.

Super easy to use and gives me all the features I need to manage my work.

2018-02-04

Pros

I love the Dashboard that shows me how much money I've got coming in in the next few months!

Cons

One thing I would like to see on the Dashboard is my past earning (not just my predicted future earnings).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Brendan B.

Great piece of software! Intuitive design! Business life saver!

2018-01-30

Time savings, reduction in stress, visibility.

Pros

The overall navigation, and intuitive interface makes it a breeze to manage the tasks within my small business.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Owen B.

Roll has changed our business. Every user from admin to production is aware of their role in profit

2018-02-02

Pros

It's integration with Xero makes an onerous process seamless

Cons

I can't wait for the mobile app to make me even more engaged.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Robin D.

Roll is my tracker of choice

2018-01-30

Pros

Roll is easy to use and has all of the functions I was looking for.

Cons

It seems minor, but I wish I could change the hour tracker dates to MM/DD/YEAR.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Bec M.

Increases efficiency, great support, easy to get the hang of

2018-01-30

Greater efficiencies

Pros

I love that ALL information about a project lives in the one area - you can see quotes, invoices, job notes, progress payments, and tasks from the one screen/panel and move between them all easily.

Cons

Now we just make tasks rather than notes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Karen M.

Roll has helped us find the many many hours we didn't know that we were losing.

2018-01-21

Using Roll in our business on a daily basis, we've found the 'lost' hours that we never quite knew where the time is going.

Pros

It's clean in design to use, nothing is complicated - it's a case of setting up a client in the software, adding users, chargeout rates, then clicking the timer on and off on each job - truly that simple!

Cons

Also very easy to shut down your computer at the end of the day (especially on a Friday) and then get back on Monday only to find your clock has been going all weekend on a project!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jo W.

Roll helps me to keep organised with job tracking and makes invoicing so much easier!

2018-02-02

Roll keeps me organised with job tracking and makes invoicing so much easier at the end of the month!!

Pros

The ease with which you can track job hours, keep a record of client information and invoice at the end of the month

Cons

It has some limitations - I would like to be able to log a 50% upfront payment, then show this has already been paid on the final invoice. I operate my business from home and always have around 10 jobs or less, so a cheaper monthly rate for small businesses like mine would be very helpful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more