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Business Process & Workflow Automation Software,
CRM, ERP & BI, Designed To Maximize Efficiency

Born in the cloud, ROOK Connect is a true all in one digital solution for businesses looking to scale, grow, add digital processes, and streamline workflows. Empowering businesses with the ability to access facts in real-time, the visibility on all operations as they happen, and the critical insight needed to make the best decisions for their business, ROOK Connect ensures that businesses have the essential digital tools needed to best serve customers to the best of their ability and drive financial efficiencies like never before. Focused on providing simple, configurable, and customizable software, CRM, ERP & BI solutions, ROOK Connect helps businesses, organizations, departments, staff, vendors, and customers reach and achieve the next level of success.

Enhance Productivity Enhance
Productivity
Automation Specialist Automation
Specialist
Enhanced Workflow Enhanced
Workflow
Streamlined Efficiency Streamlined
Efficiency
Maximum Performance Maximum
Performance
Reporting & Analytics Reporting
& Analytics

Flexible Software

We don’t tell you how to use ROOK Connect Software; we help ensure ROOK Connect works the way your business needs it to.

Flexible Software

With a flexible, adaptable solution, your business will have the opportunity to review workflows and collaborate with our implementation strategists on the best and most effective way for ROOK Connect to drive the results you’re after.

All businesses require software unique to their operating processes. Yes, there are structures and requirements that we all need to follow; but how we deliver to customers, support our staff and the tools needed to drive results can be different. Tailoring the ROOK Connect platform, adding functionality and specific requirements for you, our team will strategize, plan and map out the ideal process with you to deliver a software platform your business can rely on and grow with forever.

Customer Relationship Management (CRM)

ROOK Connect CRM applications ensure your business practices, strategies and customer interactions are managed the way you want.

Customer Relationship Management (CRM)

Empower your team with real-time access and the visibility needed to oversee your customer processes from start to finish in a platform that ensures all contact engagements are tracked and reported on in real-time.

Take control of how your business manages customer relationships and tracks the life cycle of each customer. Know the value of each customer you work with and improve your overall ability to deliver results. With various templated practices, accountability measures and automated controls, you’re just one login away from the answers you need to make educated customer decisions. Take the guesswork out of your customer process and enhance your ability to deliver with one secure platform that helps you nurture, build and maintain long term relationships.

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Enterprise Resource Management (ERP)

Stop your business from working in independent silos and get each department working together on one secure, easy to use software platform.

Enterprise Resource Management (ERP)

Eliminate duplication in your processes, give your team access to the operational tools they need and track your resources, assets, action items and financials, all in real-time. Streamline growth and profitability with ROOK Connect ERP tools.

The ROOK Connect Enterprise Resource Planning (ERP) platform empowers businesses with real-time management, visibility and accounting. Connecting all your resources, assets and financial reporting allows you to track accurate costs, monitor performance, and most importantly, access the data to know where improvements are needed. Give your staff the tools they need, remove all guesswork and bring fact-based visibility and reporting into your business. Digital efficiency provides increased productivity and revenues.

Big Data Business Intelligence (BI)

How is your business utilizing the performance and customer data being collected today, and how can ROOK Connect help?

Big Data Business Intelligence (BI)

Working alongside businesses, ROOK Connect manages and optimizes the integrity of the data being collected, identifying and developing strategic business opportunities, performance, trends and predictive analytics. We help maximize efficiencies with fact-based reporting and Big Data analytics.

Collecting essential data is only the first step; how you capitalize and get the most out of the information you collect is where ROOK Connect becomes essential. ROOK Connect was created to maximize revenues, streamline operations and strategically identify opportunities where businesses can increase efficiencies by saving and making more money. Implementing efficiency strategies based on data analytics will increase your competitiveness and maximize overall returns. ROOK Connect delivers Big Data Business Intelligence done right.


  • Performance
  • Visualization
  • Experts

New Age Technology, Exceptional Functionality, Amazingly Simple User Interface & Workflow the Way Your Business Needs It.

Too many companies fail when going digital because the digital systems they’re trying to implement can’t adapt to their businesses’ specific needs and requirements. ROOK Connect provides structure, processes, and workflows while empowering businesses with configurations and a team of professionals to help you get the most out of the ROOK Connect software. ROOK Connect was developed to help businesses streamline operations, enhancing their ability to operate efficiently and to maximize revenues through the application of lean practices and workflows. ROOK Connect software comes fully stocked with templates, workflows, processes, and business tools, providing the digital applications needed to drive your business forward. Capitalizing on years of experience with implementations and designing digital workflows and processes, our representatives can help configure and customize ROOK Connect to match your businesses’ exact needs.


ORGANIZE, STREAMLINE, SIMPLY & AMPLIFY YOUR BUSINESS

Organize, Streamline & Get Your Team Connected
Sales

Sales Management

Customer Relationship Mgmt. (CRM)
Lead Nurturing & Follow Ups
Activity Tracking & Scheduling
Customer Portals & Remote Logins
Task Mgmt. & Content Distribution

Estimating

Estimating

Quoting & Bidding Templates
Sales Orders & Remote Tracking
Online/Website Quotes & Stores
Cost Structuring & Analysis
Rate Card Comparing & Analysis

Project/Job Management

Project/Job Management

Scrum Transparency Boards
Customer Orders & Case Files
Field Services & Site Mgmt.
Financial Reporting & Cost Analysis
Balance Sheets & Live Reporting

Reporting & Analytics

Reporting & Analytics

Projections, Budgeting & Forecasting
Milestone Tracking & Scheduling
Resource Balance Sheets
Asset Balance Sheets
Key Performance Tracking (KPI’s)

Resource Management

Resource Management

Staff & Contractors
Vendors & Suppliers
Procurement & PO’s
HR, Certifications & Safety
Rate Cards & Payout Sheets

Asset Management

Asset Management

Equipment & Logistics
Inventory & Warehousing
Bill Of Material (BOM) & Assembly
Scrum Live Visibility Boards
Scheduling, Routing & Mapping

Action Items Management

Action Items Management

Ticketing & Work Orders
Tasks & Checklists
Auto Fill Forms & Customer Logins
Live Communication Boards
Timesheets & Billing Sheets

Financial Reporting

Financial Reporting

Assets & Liabilities
Revenue & Expenses
Chart of Accounts
Balance Sheets
Income Statements

Sales

Sales Management

Customer Relationship Mgmt. (CRM) Lead Nurturing & Follow Ups Activity Tracking & Scheduling Customer Portals & Remote Logins Task Mgmt. & Content Distribution

Estimating

Estimating

Quoting & Bidding Templates Sales Orders & Remote Tracking Online/Website Quotes & Stores Cost Structuring & Analysis Rate Card Comparing & Analysis

Project/Job Management

Project/Job Management

Scrum Transparency Boards Customer Orders & Case Files Field Services & Site Mgmt. Financial Reporting & Cost Analysis Balance Sheets & Live Reporting

Reporting & Analytics

Reporting & Analytics

Projections, Budgeting & Forecasting Milestone Tracking & Scheduling Resource Balance Sheets Asset Balance Sheets Key Performance Tracking (KPI’s)

Resource Management

Staff & Contractors Vendors & Suppliers Procurement & PO’s HR, Certifications & Safety Rate Cards & Payout Sheets

Resource Management

Asset Management

Equipment & Logistics Inventory & Warehousing Bill Of Material (BOM) & Assembly Scrum Live Visibility Boards Scheduling, Routing & Mapping

Asset Management Management

Action Items Management

Ticketing & Work Orders Tasks & Checklists Auto Fill Forms & Customer Logins Live Communication Boards Timesheets & Billing Sheets

Action Items

Financial Reporting

Assets & Liabilities Revenue & Expenses Chart of Accounts Balance Sheets Income Statements

Financial Reporting

Process Automation That Adapts & Empowers Businesses

Scale & Grow With Solutions Configured To Match Your Businesses Needs

Off the shelf software solutions are a thing of the past. Why minimize the features and functions available to you. ROOK Connect has the flexibility to adapt and grow with businesses, empowering them with a wide variety of workflows, processes, configuration, and even customization tools that ensure your software works the way you need it to. Gone are the days when businesses get told how to operate by software, your software done your way, that’s the ROOK Connect extra you can count on.

Flexibility Flexibility
Transparency Transparency
Visibility Visibility

Accountability Accountability
Reporting Reporting

ROOK Piece
Programs
Customer Orders
Direct Sales
Jobs
Projects
Blank

Process Automation


ROOK CONNECT KPI TRACKING

Essential Key Performance Indicators

Key Performance Indicators
Customer Deliverable Management
Steamlined Communication
Qauality Standards
Real-Time Reporting & Knowledge
Accountability
Strategic Efficiencies
Cost Vs. Profit Analysis
Performance Management

Key Performance Indicators

Take Control of Your Business

Take Control of Your Business

ROOK Connect brings businesses together, enhancing their ability to organize, configure, structure and implement processes that ensure success!

Bring structure to your business with ROOK Connect’s proven agile process management and business infrastructure software, enhancing overall performance and communication. Whether you’re looking to organize and enhance your day to day operations, or to connect and coordinate multiple departments to get everyone working toward the same goals, ROOK Connect never stops working. We provide accessibility and guidance 24/7, ensuring valuable information needed to make the right choices for success is always available.

Strategic Collaboration

ROOK Connect is designed specifically to help teams perform, increasing communication and inspiring team and individual accountability in every aspect of your business.

Take the guesswork out of your business and bring real-time communication and accountability to your team. Collaborative tools empower your team, enhancing their ability to perform, and bring a level of transparency to your business that’s appreciated at all levels.

Strategic Collaboration

Measurable KPI's

Measurable KPI’s

ROOK Connect automates business tools, providing coordinated scheduling and lean operational efficiency to enhance day to day operations and overall communication.

ROOK Connect software is designed to be simple. It enhances each department’s efficiency with easy to use digital tools and applications that create impact for your business and streamline processes. ROOK Connect empowers your team to perform, breaking down operational processes and integrating innovative applications that make working and accomplishing more on a daily basis simple.

Real Time Transparency

ROOK Connect allows businesses, teams and individuals to work closer than ever. Our web-based, detail-oriented applications keep everyone and every detail on track for success.

Working 24/7, ROOK Connect is always available to provide up to date details on every aspect of your business. ROOK Connect reports on and logs every department, team and individual it interacts with, keeping the business informed with accurate, detailed information at all times.

Real-Time Transparency

ROOK CONNECT NEVER STOPS WORKING FOR YOUR BUSINESS

24/7, 365, On all Devices, Online & Offline Capabilities

ROOK Connect Is Compatible With All Browsers & Devices
ROOK Connect Supported Browsers & Devices

SUPPORT PLANS

Processes & Pricing Models For ALL Size Business, Charities & Enterprises

Requirements

Requirements

Knowing what you’re looking for and how ROOK Connect can deliver to you is the essential first step we take with every customer looking to capitalize on our software.

Workflow

Workflow

Reviewing, optimizing, and even designing digital workflows is what we do. We don’t expect our customer to know all they want or all they can have, we map this out for you.

People

People

Getting the most out of the software is a collaborative effort. The ROOK Team will ensure that a project manager, a co-lead, and a digital strategist work with you and your business.

Expectations

Expectations

ROOK Connect will provide your business with a clearly defined project plan, one that outlines all deliverables and expectations. Our objective is to have you refer us, we dothat by doing the best we possibly can with every customer.

Communication

Communication

We know ROOK Connect, how it works, what it can do, and how it does it. We need strong communication partners who are going to work with us to ensure you get exactly what your business needs.

Customer Relationship Manager
Champion Program
Kickstart My Business
Go Digital

Enterprise Resource Planning
Multi Location Enterprise
Business Enterprise Franchising
Big Data Business Intelligence

Constantly Growing & Always Evolving

Refer & Get Rewarded

ROOK Connect takes referral and feedback extremely seriously. Our marketing strategy is amazing services, matched with an incredible product. We want to hear from you!

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Refer & Get Rewarded

News & Updates

29
Apr
ROOK Connect Business Efficiency Software, CRM & ERP
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16
Apr
ROOK Connect Business Efficiency Software, CRM & ERP
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18
Feb
ROOK Connect Business Efficiency Software, CRM & ERP
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ROOK IS CONNECTED

ROOK Connect Application Program Interface (API) and File Transfer Protocol (FTP) systems allow our software to seamlessly connect with others. With integrations, partners, API's, FTP's, tunnels and import/export features, there's a variety of ways that ROOK Connect can support your business interfacing with third parties.

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