Platform

The whole company in one workspace.

Most companies run on a pile of systems: a website builder, a CRM, a booking tool, invoicing, forms, a phone, a shared inbox, social, a newsletter, a shop. None of them agree on who a customer is. Roost is one workspace on one customer record, and every part of it is a switch.

Start your workspace How it works

The core

Always on, because nothing works without it.

The core is not a module. It is what Roost is, and it cannot be switched off.

People and notes

Every customer, member or supporter on one page: a timeline, tags, notes and dated follow-ups.

Segments

Saved views of your people, counted live against the latest delivery, and a list of who has gone quiet.

Inbox

Mail sent or copied to the workspace address lands in one place. Anything that cannot be placed waits rather than being dropped.

Consent

Every channel a separate yes or no, kept with the words agreed to, and checked at the moment of sending.

Payments

Orders, receipts and refunds in one place, whichever module took the money.

Feeds

People arrive from TellParrot as signed deliveries. What lands is the master record's word, not a guess.

Audit trail

Who did what, to whose record, and when. Exports and erasures are recorded in full.

Team

Staff sign in with an emailed link or Microsoft 365. What each person may do comes from one permission matrix.

Modules

Every module a switch.

Switch on what the company does and leave the rest out. A module switched off leaves the sidebar, refuses its screens and takes its public pages down. It deletes nothing, and switching it back brings everything back.

Reach: 6
Money: 9
Delivery: 5

Modules · Reach

Getting the word out, and hearing back.

Campaigns, forms, the website, stories and secure conversations.

Modules · Reach6 switches

Campaigns and journeys
Email and text a list, schedule a send, run a sequence, and keep a Mailchimp audience in step with a segment.
Needs People
Forms and surveys
Public forms with consent receipts, surveys and assessments, and embeds for your own website.
In public: the public form pages and their embeds · Needs People
Website
Pages built from blocks, with events and appeals dropped in as panels.
In public: the website itself
Stories and requests
Coordinator stories through an approval queue, work requests, materials, and internal documentation.
Conversations
Secure messages between a parent or participant and the organisation, answered from the inbox and visible to directors.
In public: the Messages tab in the portal · Needs People
Play
Puzzles made from your own pictures, for supporters and families to play on your website, with the newsletter offered when they finish.
In public: the puzzle pages and their embeds

Modules · Money

Everything that involves a dollar, a receipt or a budget.

Giving, memberships and subscriptions, a shop, money by area and grants.

Modules · Money9 switches

Fundraising
Pipelines of asks and deals with a board and a forecast, pledges, appeals with supporter pages, monthly giving, and campaign targets.
In public: the appeal pages, supporter pages and the giving band · Needs People
Cheque deposits
A deposit of cheques entered as a batch, each with a suggested donor and fund that a person confirms.
Needs Fundraising
Gift credits
Soft credits for whoever brought a gift in, gifts in memory or in honour of somebody with who is to be told, the acknowledgement letter, and the tribute and soft-credit reports.
In public: the in-memory and in-honour questions on the gift form · Needs Fundraising
Workplace giving and partners
Employers, payroll remittances, matched gifts, and corporate agreements with what is owed under them.
Needs Fundraising
Memberships
Plans, joining online, renewals, a grace period, and the magazine mailing list.
In public: the join page · Needs People
Shop
Goods sold and posted: stock, a parcel to send, and the order in TellParrot.
In public: the shop pages
Local businesses
A directory of local businesses backing you: free listings, and paid featured spots, fence banners and newsletter spotlights.
In public: the business directory
Money by area
Funds, budgets, the books read in from your accounting system, expense claims, and a P&L per area with a forecast.
Grants
Grants with a metric register, reports with locked snapshots, reminders, and small-group suppression.

Modules · Delivery

The work itself, and the people who run it.

Events, programmes, volunteers, and an office where every member of staff has an AI agent at their desk.

Modules · Delivery5 switches

Events
Tickets, a door list, sponsorships, team bookings, an auction and a raffle, each switched on per event.
In public: the event pages · Needs People
Programmes
Clubs, classes and camps: sessions, registrations with consent, the door, a kiosk, who has gone quiet, grade rollover.
In public: the kiosk screens · Needs People
Volunteers
Applied to approved, checks with an expiry, trainings that recur, rosters and hours.
Needs People
Office and agents
Everyone at a desk with an AI agent of their own beside them: give it a job, let it work on a routine, and approve what it wants to send or change. Agents read the records their person can see and send them to Anthropic on your own key.
Needs People
Risk
What is waiting on each member of staff from TellParrot's registers, and reporting an incident in one question. TellParrot keeps the records; this needs it connected.

Labs

What Roost is trying next.

A lab is finished enough to use and not yet the default. Each one has a date: before it, an admin can switch it on; after it, an admin can switch it off. Settings shows the countdown.

Launchpad
A setup list per module that ticks itself off as the data arrives, with a guided tour into each screen.
Tag categories and colours
Group tags under a category, give each its own colour, and see them grouped on the person page and in the filter.
Appointments
A public booking page for a call or a visit, reminders before, and a follow-up when somebody does not show.
Invoices and payment links
An invoice with lines and a due date, paid online with a receipt; estimates accepted online that become invoices; invoices that repeat on a calendar; and a one-off link to pay any amount.
Phone
Calls to your number answered or taken as voicemail, every call logged against the person, and a text back when one is missed.
Website chat
A chat panel on your own website, answered from the conversations inbox.
Facebook and Instagram
Lead ads land as form submissions; Messenger and Instagram messages arrive in the conversations inbox.
Mailbox sync
Connect a Microsoft 365 or Gmail mailbox: email from people you know lands on their timeline, and replies go out from your own address.
Social planner
Schedule posts to Facebook, Instagram and LinkedIn from an approved story, with an evergreen queue.
Website templates and import
Start the website from a template for your kind of organisation, or bring pages and posts across from WordPress.
Courses
Lessons released over time, sold or free, taken in the portal, with completion recorded as a milestone.
Journey triggers and branches
Start a journey from an event rather than a segment, leave early when a goal is met, and branch on a condition.
Engagement score
A score built from rules you set over what people do, shown beside the risk signals and usable in a segment.
Email services
Bounces and complaints stop the next send, every bulk email carries a one-click unsubscribe header, your own sending domain is verified and warmed up, lists are checked before a send, and a deliverability view shows what arrived and what Gmail thinks of you.
Mailchimp campaign results
Opens and clicks from your Mailchimp campaigns land on each person's timeline and count in the engagement score.
Brevo and Campaign Monitor
Keep a Brevo or Campaign Monitor list in step with a segment, the way Mailchimp is: refusals pushed as well as permissions, unsubscribes and bounces back, and campaign results on each person.
Business advisor
Your business profile, a coach that tracks each staff member's targets and flags deals about to slip, which clients need attention and who to focus on next, and Roost Capture for saving a business from any web page.

What your customers see

The pages on the other side.

Each public page belongs to the module or lab that runs it, so it comes and goes with its switch. All of them write to the same customer record.

Core

The portal

A one-time link to the email you already hold. They see their record, ask for a correction, choose their channels and find every receipt.

Memberships

Join

Plans, joining online with a card, renewals and a grace period for anyone who forgets.

Appointments lab

Book

A booking page for a call or a visit, a reminder the day before, a text two hours before, and a link to cancel.

Invoices lab

Pay

An invoice with lines and a due date, or a link to pay any amount, paid online with a receipt.

Forms and surveys

Forms

Public forms with a consent receipt, surveys and assessments, embedded on your own website if you like.

Events

Tickets, a door list, sponsorships, an auction and a raffle, each switched on per event.

Shop

Goods sold and posted, with stock counted and a parcel to send.

Fundraising

Give

Appeal pages with preset amounts, a total that moves while the page is open, and supporter pages.

How a module is switched on

Say what you do. Roost proposes the switches, and says why.

In Settings, describe the company in your own words and tick what applies. Roost sets each switch and quotes the phrase that decided it. A person reads the proposal, changes what is wrong and saves.

The rules are plain words, not a model. They run as you type, and every one is a line in a test.
A tick outranks a phrase, because a tick is a statement.
A module that needs another brings it along, and says so.

Describe the organisation

We run a swim school. Families book term classes, and we keep a small shop for goggles and caps. A newsletter goes out each term.

People
What you described is about people.
Campaigns and journeys
You said “newsletter”.
Conversations
You said “Families”.
Shop
You said “shop”.
Programmes
You said “classes”.
Master data
Nothing you said needs it
Forms and surveys
Nothing you said needs it

A person reads it, then savesSave

The sentence above, run through the rules the product uses

Connected

The systems it talks to.

What is here is in the product today. Anything marked labs is working and waiting for its date.

Microsoft 365

Staff sign in with their organisation's Microsoft account. Mailbox sync, in labs, puts mail from people you know on their timeline.

Stripe

Your own Stripe account takes the money. Keys are stored encrypted, and every payment arrives with its receipt.

Mailchimp

Keep a Mailchimp audience in step with a segment, so the list you send to is the list you meant.

Twilio

Texts in and out. In labs, calls to your number are answered or taken as voicemail and logged against the person.

Facebook and Instagram

In labs: lead ads land as form submissions, and messages arrive in the conversations inbox.

Social planner

In labs: posts to Facebook, Instagram and LinkedIn, scheduled from an approved story.

Accounting

The money leaves as a spreadsheet in the columns MYOB and QuickBooks import.

TellParrot

Underneath it all. It matches duplicates, keeps where each value came from, and delivers one governed record.

Next step

Start with the core. Switch on the rest.

Name the workspace, say what the company does, and read the switches Roost proposes. Nothing is on until you save.

Start your workspace See how it works