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

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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.

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Flexible, Adaptable & Customizable Software

ROOK Connect software provides businesses with flexible, adaptable solutions so they can rest easy that their software will work exactly the way they need it to. With configurable workflows, built-in templates and customizable headings, ROOK Connect is no off-the-shelf product. Capitalize on years of experiences, processes and functionality that will empower your business to perform leaner, quicker and better. Voted one of the most user-friendly platforms, ROOK Connect delivers results.

Partner Relationship Management (PRM)

ROOK Connect ensures businesses have the means of procuring, building and maintaining long-term relationships with all partners. With licensing, memberships, vendor and customer portals, your business can share and collaborate with your partners in real-time, as needed. Building long-term relationships with partners has never been easier as our digital forms auto-update profiles, workflows, sales processes, etc. Meaningful partner relationships start with remotely accessible portals.

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 – ROOK Connect helps businesses build long-term customer relationships.

Enterprise Resource Management (ERP)

ROOK Connect platforms help businesses eliminate duplication in processes. Give your team instant 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 that connect your business, with accurate cost tracking, performance monitoring, and most importantly, access the data to know where improvements are needed. Eliminate the guesswork from your business with real-time data.

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, validating data, providing real-time tracking and getting your business the reporting needed to make the best decisions at the right time. Collecting data is easy; do you have the right team to turn that data into revenue-generating returns?

Implementation Strategies

ROOK Connect is different. We believe in building long-term, meaningful relationships with our customers. Our onboarding and implementation processes are hands-on. We don’t just work with businesses expecting them to come to us with all the answers; we work with businesses that want to drive efficiencies and are looking for a team to work with them in order to achieve it. Our hands-on implementation strategies are proven to foster an environment of ongoing lean business practices.

Training & Workshops

Everyone doesn’t learn the same way, that’s why ROOK Connect training and workshop platforms ensure that businesses have the right backup to receive ongoing training and development as part of the execution strategy. With printable material, interactive videos and a complete resource library, you can rest assured that your team will get the right software applications, the right training and the right workshops for all parties who need it.

Flexible, Adaptable & Customizable Software

Click for Info

ROOK Connect software provides businesses with flexible, adaptable solutions so they can rest easy that their software will work exactly the way they need it to. With configurable workflows, built-in templates and customizable headings, ROOK Connect is no off-the-shelf product. Capitalize on years of experiences, processes and functionality that will empower your business to perform leaner, quicker and better. Voted one of the most user-friendly platforms, ROOK Connect delivers results.

Partner Relationship Management (PRM)

Click for Info

ROOK Connect ensures businesses have the means of procuring, building and maintaining long-term relationships with all partners. With licensing, memberships, vendor and customer portals, your business can share and collaborate with your partners in real-time, as needed. Building long-term relationships with partners has never been easier as our digital forms auto-update profiles, workflows, sales processes, etc. Meaningful partner relationships start with remotely accessible portals.

Customer Relationship Management (CRM)

Click for Info

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 – ROOK Connect helps businesses build long-term customer relationships.

Enterprise Resource Management (ERP)

Click for Info

ROOK Connect platforms help businesses eliminate duplication in processes. Give your team instant 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 that connect your business, with accurate cost tracking, performance monitoring, and most importantly, access the data to know where improvements are needed. Eliminate the guesswork from your business with real-time data.

Big Data Business Intelligence (BI)

Click for Info

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, validating data, providing real-time tracking and getting your business the reporting needed to make the best decisions at the right time. Collecting data is easy; do you have the right team to turn that data into revenue-generating returns?

Implementation Strategies

Click for Info

ROOK Connect is different. We believe in building long-term, meaningful relationships with our customers. Our onboarding and implementation processes are hands-on. We don’t just work with businesses expecting them to come to us with all the answers; we work with businesses that want to drive efficiencies and are looking for a team to work with them in order to achieve it. Our hands-on implementation strategies are proven to foster an environment of ongoing lean business practices.

Training & Workshops

Click for Info

Everyone doesn’t learn the same way, that’s why ROOK Connect training and workshop platforms ensure that businesses have the right backup to receive ongoing training and development as part of the execution strategy. With printable material, interactive videos and a complete resource library, you can rest assured that your team will get the right software applications, the right training and the right workshops for all parties who need it.


  • 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

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Key Performance Indicators

Key Performance Indicators

Customer Deliverable Management

With customer expectations constantly evolving, processes changing and businesses forever struggling to adapt, ROOK Connect is the preferred platform for tracking, monitoring and setting customer preferences. Give your customers and your team the digital experience needed to maximize revenues.

Streamlined Communication:

Communication essentials can be different for every business. That’s why ROOK Connect comes stacked with configurable communication solutions that you can apply as you see fit. From instant messaging, to email, texting and live communication boards, ROOK Connect ensures live real-time communication is always at your fingertips.

Quality Standards:

ROOK Connect works with businesses so they can track and monitor all quality standards they deem essential. With settings per organization, department, staff, vendor and customer, ROOK Connect provides the visibility and accountability needed to ensure all requirements are met.

Real-Time Reporting & Knowledge:

Tired of going through multiple Excel spreadsheets, different software platforms or even paying countless people to gather information to get the reporting you’re after? With ROOK Connect, everyone works in one platform, providing real-time reporting and data analytics, eliminating wasted time.

Accountability

ROOK Connect ensures visibility, providing real-time information on what’s planned, what’s being actioned and what’s been completed. Tracking performance enhances your ability to adapt, showing what tools may be needed to increase efficiency and maximize revenues. Stop guessing where you need to be proactive; know with ROOK Connect.

Strategic Efficiencies

It isn’t always known to businesses where and how they capitalize on digital tools; that’s where the ROOK Connect Team comes in. Our implementation team will review your requirements, mapping out a strategy that outlines the specific functionality your business can take advantage of and how it will impact your business.

Cost vs. Profit Analysis:

Having real-time information and reporting not only empowers you to know what is happening as it happens; it allows you to make better, more informed decisions. With real-time access to accounting and historical data, and the analytic power of ROOK Connect behind your business, you’ll never guess again.

Performance Management

ROOK Connect maximizes visibility, empowering businesses to track and monitor not only the activities being performed; but how they’re being performed and how they’re being delivered to customers. With the ability to report based on the organization, departments, staff, vendors and customers, ROOK Connect ensures that your business is operating the way you want.

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

25
Feb
The Top 100 Canadian Professionals| Top 3 Ranked In The Top 100 Businesses 2021
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27
Aug
Corporate Vision| Corporate Excellence Award
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16
Sep
Good Firms| Top CRM Company in Canada
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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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