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 customer processes from start to finish in one secure BUSINESS PROCESS & WORKFLOW AUTOMATION SOFTWARE, CRM, ERP & BI, DESIGNED TO MAXIMIZE EFFICIENCY.

Customer Relationship Management (CRM)
Customer Engagements

Customer Engagements

With flexible solutions that empower your business to engage, adapt and react to customer needs, ROOK Connect provides cost-effective solutions to improve and manage customer engagements.

Streamline Communications

Streamline Communications

Improve engagement and manage all customer communication in one secure location, with reminders, alerts and auto-drip templates – ROOK Connect is ready to support your business.

Customer Experiences

Customer Experiences

Capture customer perceptions, experiences and manage customer expectations. ROOK Connect allows you to manage customers from point of contact through to execution and invoicing.

Automated Activity Tracking

Automated Activity Tracking

Track, record and report on all aspects of your business process. Enhancing your ability to deliver, communicate and maintain quality standards, ROOK Connect strengthens business practices.

Monitor, Respond & Improve

Monitor, Respond & Improve

ROOK Connect provides your business with the real-time information needed to make informed decisions, respond, adapt and learn where and how to improve.

Agile CRM

Agile CRM

With configurable process management tools, ROOK Connect doesn’t tell you how to use our software; our software adapts to your needs. With simple interfaces and beautiful operating systems, you’ll feel instantly connected.

Grow Your Business

Grow Your Business

Automate business processes, maximize returns and ensure your customers are getting the most out of working with you. ROOK Connect helps businesses build long term customer relationships.

Customer Engagements

Customer Engagements

With flexible solutions that empower your business to engage, adapt and react to customer needs, ROOK Connect provides cost-effective solutions to improve and manage customer engagements.

Streamline Communications

Streamline Communications

Improve engagement and manage all customer communication in one secure location, with reminders, alerts and auto-drip templates – ROOK Connect is ready to support your business.

Customer Experiences

Customer Experiences

Capture customer perceptions, experiences and manage customer expectations. ROOK Connect allows you to manage customers from point of contact through to execution and invoicing.

Automated Activity Tracking

Automated Activity Tracking

Track, record and report on all aspects of your business processes. Enhancing your ability to deliver, communicate and maintain quality standards, ROOK Connect strengthens business practices.

Monitor, Respond & Improve

Monitor, Respond & Improve

ROOK Connect provides your business with the real-time information needed to make informed decisions, respond, adapt and learn where and how to improve.

Agile CRM

Agile CRM

With configurable process management tools, ROOK Connect doesn’t tell you how to use our software; our software adapts to your needs. With simple interfaces and beautiful operating systems, you’ll feel instantly connected.

Grow Your Business

Grow Your Business

Automate business processes, maximize returns and ensure your customers are getting the most out of working with you. ROOK Connect helps businesses build long-term customer relationships.

Sales & Marketing

Estimating/Quoting

Projects & Jobs

Resources

Assets

Action Items

Finance

Reporting

Analytics

Sales & Marketing

Estimating/Quoting

Projects & Jobs

Resources

Assets

Action Items

Finance

Reporting

Analytics

Business Process & Workflow Automation Designed To Maximize Efficiency

Manage your customers your way. With the ability to manage your customers from point of entry all the way through to completion, your team can ensure customers are getting what’s been promised. Capitalizing on ROOK Connect powerful CRM tools and various built-in applications, your business can better manage the visibility offered to customers, 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 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.

Book a personal demo and see how ROOK Connect Software can help your business.

Book a Demo

We would love to meet and discuss all your software needs.

Book a Consult

What would you like help with today? Help is just a click away!

Contact Us

CRM
Memberships
Programs
Subscriptions
Licensing
Peer to Peer Fundraising
Consumer Star Rating System
Customer Portals
Activity Tracking
E-Commerce
Content Distribution
Reward Programs
Scheduling
Agile Programs
Remote Logins
Newsletters & Surveys
Website Integration
News Boards
CRM

Manage Your Customers Your Way

Take control of how your business manages customer relationships and tracks the life cycle of each customer. 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 your ability to deliver with our secure Enterprise Resource Planning Software.

crm Tools
Digital Forms

Marketing

Reach out to your customers, engage, interact and generate revenue.

Dots
Policies & Procedures

Sales

Track, monitor and nurture leads into your business.

Dots
Operation Manuals

Operations

Streamline, organize and execute with perfection.

Dots
Certification Tracking

Invoicing

Eliminate redundancies, invoice quickly and accurately.

Dots
Real-Time Reporting

Reporting

Get instant access to essential information.

Digital Forms

Marketing

Reach out to your customers, engage, interact and generate revenue.

Policies & Procedures

Sales

Track, monitor and nurture leads into your business.

Operation Manuals

Operations

Streamline, organize and execute with perfection.

Certification Tracking

Invoicing

Eliminate redundancies, invoice quickly and accurately.

Real-Time Reporting

Reporting

Get instant access to essential information.

ROOK Connect CRM Highlighted Features

  • Reminders
  • Referrals
  • Recommendations
  • Surveys
  • Testimonials
  • Promotions
  • Follow Up
  • Drip Campaigns
  • Remote Logins
  • Contact Management
  • Confirmation
  • Meeting Scheduling
  • Memberships
  • Programs
  • Registrations
  • Newsletters
  • Communication Logs
  • SMS Texting
  • Instant Messaging
  • Email Lists
  • Contact Reporting
  • Contact Analytics
  • Subscriptions
  • Licensing
  • Peer to Peer Fundraising
  • Website Integration
  • Star Rating Systems
  • Customer Portals
  • Activity Tracking
  • E-Commerce
  • Content Distribution
  • Reward Programs
  • Scheduling
  • Agile Programs
  • News Boards

Industry Demo Feature Demo Contact Us


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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