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A boutique studio — only a handful of projects each month
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Client tasks that slip through the cracks. Working under pressure. Last-minute surprises. We build a custom CRM that turns every client matter into a clear work plan — stages, tasks and dates — and reminds you what's next.
Especially for: law firms · accountants & tax advisors · consultants · studios · service businesses
Born inside a working law office. The first system we built still runs a law practice every day — cases, deadlines, tasks and fees. We bring the same approach to your business.
Sound familiar?
One spreadsheet for clients, WhatsApp for inquiries, sticky notes for tasks, email for meetings — and in the end — a client task gets forgotten, and you find out at the last minute.
With us — it's all in one place. Under control.
Here's what it looks like for you
Sound familiar? A short intro call — free, no obligation.
Let's talkWhy a custom system?
In surveys and conversations we've held with business owners, many told us they had already tried ready-made CRM systems — and gave up. Too clunky, full of things they didn't need, missing exactly what they did need, and in the end the business had to bend itself around the software.
After the first scoping call, you'll get a short, focused task list from us. As soon as you send back your answers, we start building — and you'll get a first look at your own system fast. A focused process, no unnecessary meetings, no long waits.
The process
Six steps. We lead the way — you collaborate and watch your business take shape as a system.
A discovery session to understand your business, your team and how work gets done — plus a joint brainstorm to choose the best solutions for you.
We send you short, focused homework — client types, products, statuses. That way the system is built on your real business.
Every project type becomes stages, steps and tasks that open automatically — including a percentage or amount of the fee assigned to each stage.
Fields, statuses, permissions, lead sources — all tailored to you. Thorough testing before go-live.
User training, and the system live on your own domain — on desktop and mobile.
Hands-on support through the first month: fixes and light adjustments, fine-tuning processes, and help for every user.
What you get
Not off-the-shelf software. A workspace shaped around your business, your team and your processes. Tap a card for details.
When your business grows, the system grows with it. Each module is priced by scope.
A digital assistant that knows your business, services and products — answering visitors 24/7, guiding them, and sending their details straight into the system as a lead. Also available inside the CRM to help your team.
A new landing page, or an upgrade to your existing website — connected straight into the system: every inquiry comes in as a lead, is automatically sorted by how hot it is, and a virtual assistant guides prospects and answers their questions 24/7.
Supplier database, payments, invoices and receipts.
Agreements generated from client and project data, filled in automatically.
Automatic capture, campaign attribution and progress tracking.
Send from inside the system, plus automated messages triggered by events.
Mailing lists, labels and duplicate cleanup.
New-hire onboarding and tracking of the procedures each person has been trained on.
Run your business with clarity
Get insights that show you profitability, pricing, workload and lead sources — so you make decisions based on real data.
How much time you invested in each project type versus what you billed — and what's really worth it.
Sample data, for illustration only
Every system we build is measured by four things. Tap a letter.
Not a "feeling that things are going well" — numbers. Profitability, pricing, workload and lead sources on one clear dashboard, so you know exactly where the business is heading.
Who's behind the system
Each of us brings our own piece — and together it adds up to one system that works.
Product management, scoping, building the system, workflow stages and flow — the Workflow that translates your business into a system.
A lawyer with more than 10 years of experience who runs her own practice and knows service-based businesses from the inside. The approach was born from the need to run her own office — which is why the scoping speaks the language of business owners.
Israeli-built development, and protection for your business data and your clients' data.
Whatever repeats itself — happens on its own.
AI that works for your business, and lead tracking from Meta campaigns.
UX that makes the system easy, clear and pleasant — so people actually use it.
Full backup for everything you need — from the screen to the server.
The most important partner. No one knows your business like you do — so you're part of the process from day one.
Confidentiality & data security
The database is set up in an account in your name and owned by you — not by us. You hold the rights to the data, and we get access only to set up and support the system.
Your data is never shared with third parties and is used for nothing other than setup, maintenance and support.
Anyone exposed to your data is bound by confidentiality — and only to the extent the work requires.
Even when our engagement ends, the data remains in your account, and our access is revoked.
FAQ
Whatever suits you: import it yourself from Excel — if you'd rather not share your contacts — or we tidy up your different spreadsheets into one unified database and load it into the system.
The database is set up in an account in your name and under your ownership, on servers in Europe (Frankfurt), with an encrypted connection (HTTPS), optional two-factor login (a code from your phone), an access log of who logged in and what they opened, and regular backups. We get access only for setup and support, and anyone exposed to the data is bound by confidentiality — our quote includes a full chapter on it.
The database is yours and stays in your account, and our access is revoked. You can also export the whole system to Excel files — every record, project, task and figure — so it is always in your hands.
Yes — and when you work alone it matters most: nobody else is there to remind you, and every client task depends on you. The system tracks every task your business creates and keeps things from slipping, so you can get more done and grow without hiring. The subscription is priced by number of users, starting from one.
Each client gets a shared Google Drive folder with access to all the files related to them.
The first month is a free implementation month: fixes and small adjustments, fine-tuning processes and helping your users. After that, a monthly subscription covering hosting, maintenance, infrastructure updates and bug fixes. New development and extra modules are priced separately.
It starts with a scoping call, followed by a short, focused task list for you to answer. The list is short, but answering it can take a few hours — it depends on how organised your information is and how well you know it. If you need help, we'll sit with you, guide you and help you answer. Later we'll need you at a few technical points too, such as connecting the domain, Google and your invoicing software — and at each one we lead and walk you through it step by step. Everything else is on us.
It depends on the size of your business and the scope of the scoping work, and we'll settle it together on the call. You get the task list right after the first call — and the faster your answers come back, the sooner you get a first look at your system.
Yes. Each role gets its own permissions, everyone sees what's relevant to them, and you can see who did what.
Yes, the system works on a phone too. If you need one, we can also create an app through the browser, at an extra cost.
Yes. Up to 5 ready-to-send forms, and the answers come straight back into the client or project card — no retyping.
During the implementation month, fixes and small adjustments are free. After that, a small change is covered by support, a larger change is priced by the hour, and new development is priced separately (an extra feature, a landing page and so on).
It can connect to Google (mail and calendar) and to your invoicing software, provided that software offers a connection (an API). Both are included in the base package. Automatic WhatsApp messages, triggered by events you define in advance, are an extra paid feature.
Use our support request form or email office@roseitup.com, and we'll reply within one business day. The form lets you mark the type of request and how urgent it is, and every request gets a tracking number on our side.
Off-the-shelf software can be configured, but it still asks your business to adapt to it, and whatever it can't do simply isn't there. Excel can be fine for a single list, but the moment you want to measure output across several areas of the work, every figure has to be typed in again and again: it's exhausting, it eats expensive working hours, and one small mistake distorts the whole picture. In a system built around your business, the data is recorded as you work and the numbers update by themselves.
How pricing works
A free, no-obligation intro call. Then you get a detailed written quote — before you commit to anything.
Based on scope
Free of charge
After onboarding
Maintenance pricing is driven by the external connections we keep running for you, and is set per project.
New development, additional modules and third-party services (such as WhatsApp, Meta or e-signature) are priced separately.
Quick brief · 2 minutes
Pricing is based on scope — so the more we know about your business, the more accurate the quote, and the more focused our first call. Only your name and phone are required.
A system that puts you — the business owner — in control, keeps you directly connected to your clients and team, and measures the numbers that really matter. So you're always on top of things.
We're a boutique studio — each month we take on only a handful of projects, so every business gets the attention it deserves.
Let's talk.
