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ROOK Connect Business Efficiency Software, CRM & ERP

Business Efficiency Software Made Easy

Too many companies fail when going digital because the system they’re trying to implement can’t adapt to their specific business 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 our 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 process, our representatives can help configure and customize ROOK Connect to match your exact needs.


  • Agile Project/Job Management
  • Customer Relationship Management
  • Financial Management & Accounting
  • Enterprise Resource Planning

ROOK CONNECT IS MORE THAN AN ERP!

Streamline your business with digital workflows that connects your staff, contractors and customers to the information, tools and content they need. With a fully integrated ERP, your business will have the operational visibility needed to optimize and capitalize on essential resources. Get access to dashboards and real-time reporting essential to making better business decisions. Rethink your idea of productivity and enhance your ability to deliver for customers. ROOK Connect gets all your departments working together.


WHAT CAN ROOK CONNECT DO FOR YOUR BUSINESS?
ORGANIZE, STREAMLINE & SIMPLIFY

Organize, Streamline & Get Your Team Connected
Sales

Sales

Lead Management
CRM
Customer Portals
Cold Calling

Estimating

Estimating

Quoting
Bidding
Sales Orders
Online Stores

Projects

Projects

Jobs
Case Files
Field Services
Site Management

Projections

Projections

Budgeting
Forecasting
Cost Analysis
KPI’s

Resource Management

Resource Management

Staff
Vendors
Contractors
Remuneration

Asset Management

Asset Management

Equipment
Inventory
Warehousing
Manufacturing

Action Items

Action Items

Ticketing
Work Orders
Task Management
Checklists

Accounting

Accounting

Assets
Liabilities
Expenses
Revenue

Sales

Sales

Lead Management
CRM
Customer Portals
Cold Calling

Estimating

Estimating

Quoting
Bidding
Sales Orders
Online Stores

Projects

Projects

Jobs
Case Files
Field Services
Site Management

Projections

Projections

Budgeting
Forecasting
Cost Analysis
KPI’s

Resource Management

Staff
Vendors
Contractors
Remuneration

Resource Management

Asset Management

Equipment
Inventory
Warehousing
Manufacturing

Asset Management

Action Items

Ticketing
Work Orders
Task Management
Checklists

Action Items

Accounting

Assets
Liabilities
Expenses
Revenue

Accounting


ROOK CONNECT MAKES OPERATIONS SIMPLE

Process Matters

ROOK Connect empowers your business to track and deliver on the promises made with strategic, easy to execute process workflows.

Hands-On Training

There’s no better way to train and implement than hands-on with professionals who know how to configure and execute digital strategies.

Enhanced Business Efficiency
Enhanced Business Efficiency

Proven Business Efficiency Tools
Proven Business Efficiency Tools

Improved Productivity & Cohesiveness
Improved Productivity & Cohesiveness

Steamlined Process Management
Steamlined Process Management

Responsive Agnostic Interface
Responsive Agnostic Interface

Real-Time Tracking & Reporting
Real-Time Tracking & Reporting

Detailed Cost Analysis
Detailed Cost Analysis

Business Analytics
Business Analytics

Real-Time Support
Real-Time Support

Constant Growth & Improvements
Constant Growth & Improvements

ROOK Connect Makes Execution Simple

Real-Time Agile Project/Job Management
Real-Time Agile Project/Job Management
ROOK Connect was designed to ensure you have the answers needed to make the best decisions for your business. Stacked with built-in processes, strategic business efficiency tools and lean process management features, ROOK Connect will enhance your business operations and increase your bottom line.

In order to streamline business processes and operational systems, real-time visibility and fact-based awareness is essential. Managing a project with direct access to the facts ensures traceability and accountability. With visibility on all resources, assets and financial reporting as it happens, your business will have all the data it needs to maximize revenues, monitor budgets and profits, improve overall offerings and ensure that you’re delivering as needed, when needed.

ROOK Connect integrated systems empower teams to work together, collaborating with strategic tools that enhance process management, business efficiency and accountability facets. With real-time reporting and analytics, you can stay connected to all projects from any web accessible device. Re-evaluate how you do business, what reporting you have vs. what you need to make the best decisions for your business and bring a whole new level of optimization to your business with ROOK Connect Enterprise Resource Planning Software.

Real-Time Agile Project Management
Customer Relationship Management (CRM)
Customer Relationship Management (CRM)
Customer Relationship Management (CRM)
ROOK Connect CRM applications ensure your business practices, strategies and customer interactions are managed the way you want. Empower your team with real-time access and the visibility needed to oversee your customer processes from start to finish in one secure Enterprise Resource Planning Software.

With the ability to manage your customers from point of entry all the way through to completion, your team can ensure customers are always getting what’s been promised. Capitalizing on ROOK Connect’s powerful CRM tools and various built-in applications, your business can better manage the visibility offered to your customer, the communication strategies being utilized and the follow up and maintenance required to build loyal, long term customers. With the ability to configure remote login portals for your customers, you can intuitively make your services, products and offerings more accessible. Provide your customers with direct lines of communication for a fraction of the cost with ROOK Connect customer portals and remote ordering platforms.

Take control of how your business manages customer relationships, tracks the life cycle of each customer, know the value of each customer you work with and help improve your overall ability to deliver results. With various templated practices, accountability measures and automated controls, you’re just one log in away from the answers you need to make educated customer decisions. Take the guesswork out of your customer process and your ability to deliver with our secure Enterprise Resource Planning Software.

Financial Management & Accounting
Financial Management & Accounting
Do you know right now how your business is performing? Can you pinpoint exactly where your business needs to improve to increase profitability? This is the power that ROOK Connect offers our customers, with real-time knowledge per project, per job and per customer of exactly where you’re at and how you’re performing.

One of the main weaknesses businesses have today is simply not knowing. Whether it takes you too long to invoice, you’re unable to adapt to change as it comes up, you’re not invoicing enough or you’re having trouble accounting for all of your costs, ROOK Connect can provide you with answers. With our strict Financial Planning and Management Applications, you’ll never guess where your business is at – you’ll know.

Gone are the days of cross referencing various reports to try to estimate where your business is at, or configure multiple excel reports and exports so you can somewhat get an understanding of how your business is performing. Accounting for every detail from staff burden all the way through to asset management, overhead expenses and day to day expenses ensures your business is always aware of expenses and revenues. Stop configuring multiple softwares and experience the power of operating in one streamlined execution tracking system. Get the right details with one click of a button in one Enterprise Resource Planning Software.

Financial Management & Accounting
Enterprise Resource Planning (ERP)
Enterprise Resource Planning (ERP)
Enterprise Resource Planning (ERP)
Stop your business from working in independent silos and get your business working together with the implementation of an Enterprise Resource Planning Software. Eliminate all 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 tools.

ERP’s make businesses money. From initiating and closing the sale all the way through to the day to day operations and invoicing of a customer, ERP’s track and report on how your business is performing. With accountability measures, customer relationship tools and templates with configurable infrastructure options, your business will get the answers and visibility needed to perform at its best.

Maximizing margins starts with an understanding of where your money is going. ROOK Connect gets your entire team working together in the pursuit of profitability using one secure platform that’s always analyzing and reporting.

ROOK Connect empowers businesses to leverage technology by providing innovative, intuitive tools that streamline operations and facilitate collaboration. Breaking down processes and implementing a software platform that automatically adapts and works on all web devices ensures your team has access to the right information when needed. No more chasing down information or waiting for reports to come in so you can track and monitor progress. We provide real-time access from point of entry into your business all the way through to conclusion, tracking, reporting and detailed analytics.


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

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

Support Plans

Champion Program

  • Tools/Features Product License
  • Hosting Setup & Configuration
  • Supported Configuration
  • Data Migration
  • Champion Training
  • Paid Support

Get Started

Kickstart My Business

  • Unlimited Tools/Features
  • Process Development
  • Supported Configuration
  • Team Training
  • Supported Implementation
  • Paid Support

Get Started

Go Digital

  • Unlimited Tools/Features
  • Workflows & Process Development
  • Supported Operations & Configuration
  • Dedicated Resource & Onsite Training
  • Dedicated Resources Implementation
  • Unlimited Customization & Support

Get Started

Industry Configurations of ROOK Connect

ROOK Connect business efficiency software, CRM and ERP tools were developed with the intention of being configurable and adaptable so they can match your exact needs. As no two businesses operate in the same way, why do so many businesses purchase off the shelf systems that only work one way? Position your business for success with a software platform that ensures your business practices, customer methodologies and workflows are followed and executed the way you require.

Working with industry partners, ROOK Connect has various targeted industry specific solutions that are configured with processes and workflows designed to maximize business efficiency. Empower your business with a software platform that has the configuration capabilities to match your exact requirements with the business efficiency tools and features to streamline operations and save your business money.

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.

Amazon Web Services
Payworks
PayPal
stripe
quickbooks
sage
Ceridian
Cortex
SAP
Sales Force
Deloitte
ADP
Open Invoice
Microsoft
Dynamics365