Rootquotient

I'm the president of Twisted Nail Broker Services, LLC, a freight brokerage specializing in the shipment and procurement of construction aggregates for commercial projects in Central Texas.

I had contracted a previous firm to develop custom end-to-end software to manage my business. The first firm was unable to provide what I needed, so Rootquotient was tasked with not only continuing the work of the previous firm but elevating it and repairing the work that had been started. It was important to me that we not start over completely, and their team was confident they could accommodate.

Rootquotient has implemented a previously designed carrier and driver database, improved a previously designed vendor database, and created a CRM and invoicing system that integrates with the databases we maintained with the end goal of automating our data collection and invoicing processes as much as possible. Our tool features the following core modules: CRM/lead management, database/information storage, finance/invoice generation, user permissions, and tool settings.

We were assigned an account manager who manages our billing and team composition. We then had a senior project manager, a junior project manager, and 3 key team members who worked with me throughout the project. At each stage, when additional or new resources were required, I would interact with 5-8 additional back-end team members. In total, around 10 people were known to be involved in the project.

We found them on Clutch. We chose them because they had high ratings, their pricing fit our budget, they offered good value for the cost, and their company values and goals aligned with ours.

We’ve spent around $150,000.

We started working with them in December 2024, and the engagement is ongoing.

Rootquotient has delivered all of the requested modules. Their success has been a confidence booster that is going to lead to an expansion of the project scope so that we can further leverage the data gained in their performance in the development of the V1 modules.Our biggest bottleneck is our invoicing system and the intense amount of manpower required to scale the business model without simultaneously scaling our support system. I expect that after the deployment of the tool, we will be able to triple our support system output, allowing us to double or triple our revenue without any additional support staff.These savings compound but can be seen individually in our collections process, where a 12-hour organization task is reduced to 60 seconds; in data entry, where we can now process invoices automatically, as a team, in perfect sync, from anywhere in the world; in our data collection, where we all have access to the same information and are no longer forced to rely on updates through the employee information grapevine; and in our quoting process, where we can save 50%–75% of the time it typically takes to receive a lead and produce/manage a quote. These solutions are currently being utilized. The success is measured primarily in employee efficiency, where we’re trying to increase our revenue per employee. The main bottleneck is our ability to process invoices, at least as far as time saved is concerned. The tool has synced all levels of employees in such a way that we’re all able to contribute to the data entry, which allows us to assign more resources to the creation of these invoices where we were previously limited to two people. Additionally, the method we use to input the data means that users can tag in and out at their convenience without disrupting or interrupting other users in any way. With these improvements, we can very safely estimate that our turnaround time on these invoices has at least doubled simply from our ability to assign double the people as previously allowed. Even further, we have accuracy improvements through a multi-submission auto check system, and we’ve reduced the time to process each ticket from 20–30 seconds to 10–20 seconds. Before the system was implemented, we had disjointed access to data that left teams answering and asking the same questions over and over again. As well, each employee had their own systems for storing data, which made accessing the data without that employee difficult, if not impossible. There have been several instances already where I’ve been able to skip contacting an employee for routine job information by simply visiting the job profile within our system where the data is stored. I keep a spreadsheet of our work pipeline, and having the information accessible has stopped us from needing to have one-on-one meetings where I interview the sales reps about their pipeline and projects. Now, they just need to send me an email with the job details, and I can look it up right away. Similarly, with our vendors, we can now all share the same notes and experience without having to share that information by chance with another employee. With the system, instead of relying on my individual experience with a vendor, I can open their profile and see the ongoing conversation about working specifically with that vendor and that vendor’s preferences. Finally, communication between accounting and sales has improved because they share the same documents, saved in the same format, to the same place for every job. This prevents the last-minute, often hectic, clamor for information if we ever have an issue with a customer account. Now, once the information is uploaded, it’s ready and available on an as-needed basis without further communication.

Because of the length and sizable scope of the project, there was a required amount of buy-in and trust that had to be established. Rootquotient was excellent at doing monthly or bimonthly check-ins at both the account manager and project manager levels.I’ve never worked with a more thorough team when it comes to documentation. Despite already being excellent at this with their own processes in place, Rootquotient has worked to create an update/project goals documentation system that fits with my strengths. As a specific example, they have internal tracking tools that I have access to but are difficult to quickly quantify without experience in those tools. They’ve volunteered to craft a presentation in my preferred format that keeps me hyper-informed throughout the process.There hasn’t been a time component to our project, though I would say that their estimations have been accurate throughout. I’ve been a bit more challenging as a client, and instead of providing predictable modules, we’ve attacked the full project in one go. The project has really built upon itself until we’ve gotten to a place where invoices can be created.Rootquotient has been communicative and accurate about any extensions that have resulted from my changes. They’ve provided advice throughout about how to best manage expectations while encouraging me to get to the release as efficiently as possible.

It’s been extremely important for me to work with a team that I trust. I’ve been out of my depth tackling a project like this. I knew what I wanted but had no concept of how to get there.I haven’t been an easy client, as I’ve had limited experience in this type of project, and I’ve had specific requirements that have prevented Rootquotient from operating the way they preferred. Even still, their team has been dependable and trustworthy throughout. At every stage, I’ve felt like they’ve been invested in the success of the project, that they’ve taken joy in each milestone that we’ve achieved, and that they’ve been proud of the work they’ve produced. I’ve felt like I have a partner in this experience, not just a company that is building something for me.They’ve helped take a complicated project, break it down into manageable pieces, and through their effort, documentation, and persistence, we’ve created something that will definitely transform the way I do business.

I don’t have any suggestions for improvement.

I’m the founder and CEO of Green Platform, an embedded finance platform. We work across a range of private lenders, estate agencies, and small businesses in the UK. Ultimately, we’re building an ecosystem around that group, which we call our three-sided marketplace.

We needed help building our mobile application.

Rootquotient has been helping us with our UI/UX design and mobile app development. The team has been supporting us with the frontend and backend development, cloud computing, and everything else we need. The app is being developed for iOS and Android.

We’re in contact with around seven teammates. We've worked with a sales representative who doubles as an account manager, a project manager, a business analyst, a designer, a frontend developer, a backend developer, and a tester.

I found them through a Google search. I looked at a number of consultants and reached out to them. When I spoke to them, they took me through what they did, and there was a connection. The team understood exactly what I was looking to do.

We’ve spent between $50,000–$100,000.

We started working together in February 2025, and the engagement is ongoing.

When we started, the team said they’d have a number of people working with us. From the first call, it was clear they had a team. They sent us information about the roles, what they’d be doing, and who’d be responsible for what. They booked calls with us and ensured the time worked for us. Even when we got onto calls, it was quite clear.

The team constantly meets deadlines and stays on budget. We’ve never been on a call and been told they haven’t done something. As soon as the call is over, they constantly send emails about what’s been done.

The most impressive thing is their ability to understand what we’re doing. From the moment we started working together, I didn’t have to explain things repeatedly. They understood instantly and came back with suggestions. The business analyst and designer have provided great suggestions. The team is really engaged in what we’re doing. They want to understand how to make the best product possible.

I can't think of anything they could improve. They've been responsive to everything we've had to do.

Always be prepared. Make sure you have your stuff ready because Rootquotient is always ready to go. They always have their actions done, so to avoid any delays, make sure you have your actions done as well.

I’m the president and owner of CMJ Sheet Metal Ltd., an HVAC installer for new residential high-rises. We install everything related to air in new buildings, including venting fans, ducting, exhaust fans, and grills.

Our employees work on job sites and need materials, venting, fans, and more. In the past, they've had a purchase order (PO) book with printed pages. Each page has a unique five-digit number that increments and a carbon copy page is on the back. In an ideal world, the employees would go to the supplier, order the materials, and give the unique PO number to the supplier. The supplier then put the number on the invoice, which eventually came back to us. We'd match the invoice with the PO; everything would be fantastic.

Rootquotient has developed a mobile app and a web portal for us. We need to manage and approve the POs but not generate them. We required a simple mobile app where the user could open it, select a project and vendor, briefly describe what they're buying, and hit create a PO. A unique number would appear on the app, and they'd show that to the vendor. The vendor would record that, and at the same time, we'd see that on the web portal. The PO would pop up, and all the information would return to us.

Shree is our main contact in Canada. They had a team in India, and I had weekly calls with them. Generally, 8–12 people are on the calls, including an industrial designer, a project manager, and mobile and web developers. The number varies depending on what we're doing and the topic of the call.

We were looking for a Canadian mobile app developer and did a Google search. Rootquotient came up, and Shree contacted us. We talked, and they had excellent answers. They were very knowledgeable.

We've spent about $78,000 CAD.

We started working together in May 2024; the first drop was in November 2024. We're still working with them.

Our controller loves Rootquotient's solution. It takes away a whole layer of headache for him. The employees like it because it's new and they can go back and see their purchase orders. The paper gets lost, but using and reviewing things they've ordered is much simpler, and they can do so on their mobile phones.

They've done very well. They are clear about the budget with us. When new ideas come up, they review the budget and specify whether it made things easier or added time. They have an entire spreadsheet, and we check each idea. They're good at reviewing each one and telling us the impact on time and cost. We go through it and decide if it's worth it.

Afrin, our project and technical manager, is very good.

They know what they are doing and do what they said they would do. They've come in on budget, and I'm happy with how everything has gone.

I can't fault anything. Rootquotient has developed and designed our platform from scratch and presented better solutions and ideas. I enjoy the knowledge they bring to the table. The weakest thing has been the audio communication, but that is minor.

For any project you want to develop, the more you study and understand, the better. Getting to the final project will be costly if you go in with a vague idea. It will be much less expensive if you know what you want and write it down as much as possible. The more you prepare, the easier it is for Rootquotient, and the faster and lower the cost will be.

I’m the CTO of Zava, an environmental services company.

We needed help with software development to augment our team and accelerate the development of our platform. We needed a resource who could work with our technology stack and who had soft skills like the ability to work independently and ask the right questions.

Rootquotient has been providing us with software development and UX design services. We’ve handled the project management, and they’ve done the development. Initially, they spent time on an onboarding process with our developers, who showed the Rootquotient developer our code base and got him upskilled. Rootquotient has checked out the code and now answers requests for a review of their work.

We’ve been working with one developer, Antony, and one person who helps with UX design part-time. We also have some admin teammates around to help with invoicing and finances.

Rootquotient was an internal referral to my CEO; we knew them already. They came across really well in the selection process. They were super quick in getting a developer into interviews, and we ended up hiring that developer from the first interview. We liked the pace of the process and the quality of the developer they put forward.

We’ve spent between $50,000–$199,000.

We started working together in February 2024, and the engagement is ongoing.

Rootquotient has saved us a lot of time. The developer gets things done and doesn’t make excuses — he gets in and contributes.

Rootquotient has delivered work on time. Antony has stayed up late several times to get things done on time. One of his first engagements was to get some work done before a big conference. He had lots of responsibilities very quickly and worked hard to get everything done, and he did it unprompted. We use Jira for project management and Microsoft Teams to talk amongst ourselves in between meetings.

We’d like to give a shout-out to Srivatsan. He’s super accommodating. We work in a very unique way, and our funding process has changed. Srivatsan has adapted a lot to our way of working and keeps the train running.

The onboarding process with Rootquotient didn't take very long because the developer they put forward was really good. He hit the ground running really quickly and didn't need much guidance. After he checked the code, he was answering requests within a week.

Nothing they need to improve comes to mind. It’s been a pretty positive experience.

They don’t need any management at all. Rootquotient just comes in and adapts to you and your business.

I’m the director of marketing at a logistics company.

We needed help with custom software development. We wanted the project done efficiently and for the right cost. Therefore, we needed a partner with the right expertise and experience.

Rootquotient has built a shipping SaaS platform for us. We’ve completed the MVP phase and are now in phase two. The team has used Java and other technologies throughout the project.

We’ve worked with 15–20 teammates from Rootquotient at any given time, including their national sales director, senior developers, and senior project leads. The team has allocated many senior resources to our project, including on the development side.

I found Rootquotient by searching on Google and finding their profile, most likely on Clutch, and compared a few options. We had a few rounds of discussions with their team and received a few proposals. Out of all the proposals, Rootquotient's one stood out in terms of detail, explanation, and support.

We started working together in January 2024, and the engagement is ongoing.

Rootquotient has saved us 25%–30% of the time we dedicated to our previous software. The team has upgraded our platform and made our lives a lot simpler. It saves time for us and our end customers and leads to a better UX. Overall, the entire flow of what we need to do on a day-to-day basis is now much easier. The quality of Rootquotient's work meets our expectations.

Rootquotient delivers work on time and within budget. They communicate well with us. We use Confluence and Microsoft Teams for project management and communication, as well as emails and phone calls. Although saving money wasn't necessarily our biggest objective, Rootquotient's cost is very balanced. They've showcased their experience while being priced appropriately.

Ranjith (Head of Operations) has been fantastic in his leadership and the way he’s managed the project. Before we decided to hire Rootquotient, it was our technical discussions with Ranjith that gave us all the confidence that they were the right team. Moreover, our account manager has always been involved and has been the bridge for us whenever there are clarifications or change requests.

Rootquotient is great and flexible. They accommodate our requests and always work toward the success of the project.

There's nothing they need to improve; everything has been pretty smooth and seamless.

I recommend Rootquotient to anyone who wants to get custom software development done.