Team tracking & management overview functions..
Forms
Configurable & customizable sales forms with digital signature analytics.
Simple task management with status tracking & reporting.
Essential live reporting
Simple, easy to use
dashboards for tracking &
accountability.
Email, SMS texting,
automated phone calls,
etc. Build your own
communication funnel.
Empower your team with
the tools needed to
collect information &
execute in real-time.
Optimize your team’s
ability to communicate &
execute with simple task
tracking.
Configure & build your
own digital forms,
accessible on any device,
with CRM tracking.
Give your company the
analytics, processes &
tools needed to enhance
sales.
Save, send, share & record
all documents in one easy
to use, remotely
accessible location.
One click event tracking
with customizable fields &
configuration.
Track & record scheduling
with Gmail, Outlook & IOS
integration.
Simple, easy to use
dashboards for tracking &
accountability.
Easy to use desktop, tablet & mobile sales dashboards.
Internal & external document recording & tracking.
Digital activity recording (meetings, phone calls, etc.)
Internal & external communication tracking & sending.
Sales orders, bids, estimating & quoting done right
Live interactive calendars with sharing features.
Remove the guesswork from your sales process, and give your sales team the tools needed to increase their close ratio.
Stop relying on your memory and hoping your sales team performs as needed. Track, monitor and achieve goals with automated follow-ups, scheduling and real-time access to exactly where you’re at with each lead.
Gathering essential information, logging details and collaborating with your team will help you execute, improve customer relationships and maximize your team’s ability to perform.
What better way to get more out of each customer you work with than to provide them with more opportunities to access your business when needed. Bring your sales process to life with digital customer-facing tools.
Getting essential details to potential customers accurately and quickly can make all the difference. ROOK Connect content distribution systems can propel your sales closure rate.
Remove the guesswork from your sales process, and give your business the tools needed to position your sales team Increase Close Ratio for success.
Stop relying on your memory and hoping your sales team performs as needed. Track, monitor and achieve goals with automated follow-ups, scheduling and real-time access to exactly where you’re at with each lead.
Gathering essential information, logging details and collaborating with your team will help you execute, improve customer relationships and maximize your team’s ability to perform.
What better way to get more out of each customer you work with then to provide them with more opportunity to access your business when needed. Bring your sales process to life with digital customer-facing tools.
Getting essential details to potential customers accurately and quickly can make all the difference. ROOK Connect content distribution systems can propel your sales closure rate.
ROOK Connect provides businesses with the tools needed to engage potential customers, reactivate old customers, build customer relationships and retain like never before. Give your team and customers the tools needed to build long term relationships.
ROOK Connect Software delivers more than just a suite of features—it provides a complete business enablement platform designed to drive efficiency, accountability, and performance across your entire organization. From intelligent estimating, real-time project tracking, and advanced scheduling to customer portals, compliance automation, asset management, and integrated CRM/ERP/BI functionality, every tool is designed with your success in mind. These aren't just add-ons; they're purpose-built applications that align with your workflows, optimize your processes, and give every department, from sales and service to operations and finance, the functionality they need to thrive. Whether you're automating daily tasks, analyzing real-time business intelligence, or streamlining cross-functional collaboration, ROOK Connect gives you the power to scale with confidence and lead with precision.
At the heart of ROOK Connect Software is the power to connect, not just your teams, departments, and workflows, but the entire ecosystem of tools your business depends on. Engineered with robust Application Programming Interface (API) and File Transfer Protocol (FTP) capabilities, ROOK Connect enables seamless data exchange and operational synchronization with third-party platforms, software tools, and external systems. Whether you're working with direct API integrations, secure FTP tunnels, automated import/export features, or leveraging middleware, ROOK Connect ensures your business processes are fully aligned and communicating in real-time. Built for flexibility and scalability, our platform is designed to break down barriers between systems, unify operations across divisions, and provide a single source of truth, ensuring your data, teams, and tools are always in sync. No matter how complex your environment, ROOK Connect delivers the connectivity your business needs to operate with clarity, speed, and confidence.
Thank you for reaching out, the ROOK Team is here and ready to help. To get you the best person, from the right department as quickly as possible, please select the section below that best matches your inquiry.
