Project Tracking

Roll holds projects, tasks, and deadlines for the whole business. A Beam agent reads project records when a task changes state, applies your approved rules for stage progression, and updates status, owner, or due date so boards stay accurate. It notifies the assigned person when a task stalls past your threshold. Projects with conflicting dependencies, missing owners, or unclear scope are routed to a manager to decide rather than moved on their own. The agent records each change it makes so the history stays clear for everyone on the team.

Sales Pipeline

Deals in Roll carry stage, value, and contact details. The agent reads pipeline records as deals update, checks them against your qualification rules, and advances or tags each deal accordingly. When a deal meets your close criteria, it notifies the rep and logs the change. Deals with mismatched values, stale activity, or missing decision-makers are set aside for a person to judge. Where the account permissions allow it, the agent keeps forecast fields current, without overwriting anything a human has already corrected on the deal.

Client Records

Roll stores client contacts, history, and notes in one place. The agent reads a client record when new activity arrives, applies your rules for what to update, and writes contact changes, notes, or follow-up flags onto the profile. It notifies the account owner when something needs attention. Records with duplicate entries, conflicting details, or clients marked sensitive are routed to a person to resolve. The agent documents each update, so the team can see what changed and when across every client file, and it notifies the owner whenever a record needs a human decision.