Intake
Every enquiry, captured. Nothing lost in the inbox.
Enquiries land in one shared queue, become opportunities without retyping, and move down a pipeline the whole agency can see.
One inbox the whole team works
Enquiries stop living in whoever answered first. Triage the queue together, assign threads to an agent, and clear the morning's post in one pass.
- Unassigned, Mine, Assigned, Closed and Spam queues
- Assign with one click, or in bulk
- Connect your Gmail or Outlook, and threads attach to the work they belong to
From email to opportunity in one click
The brief is already in the email. RosterBook reads out the client, dates and roles, and creates the opportunity, booking or contact without retyping any of it.
Or forward it in, and RosterBook files it
Give clients and agents one address. Anything forwarded to it is parsed and lands in your pipeline as an enquiry, with the original email attached.
A pipeline you can actually see
Every live enquiry on one board, in stages you define. Per-stage counts show where the desk's attention should go before anything slips.
Line up talent for every role
Build a candidate pool against each role the enquiry needs, so you can see who's free and who's on option elsewhere, before you promise anyone to the client.
Won? It's already a booking.
One click converts the opportunity: candidate pool, dates, quote and the whole email thread come across with it. Nothing gets retyped on the way.