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Business Management & Workflow Automation Software,
Leveraging CRM, PRM, ERP & BI (ML-AI) Essentials, for Superior 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.

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A True All-In-One Digital Solution for Businesses Looking to Scale,
Grow, add Digital Processes, and Streamline Workflows.

CRM

CUSTOMER
RELATIONSHIP
MANAGEMENT

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.

CRM

PRM

PARTNER
RELATIONSHIP
MANAGEMENT

ROOK Connect ensures businesses have the means of procuring, building and maintaining long-term relationships with all partners. Meaningful partner relationships start with remotely accessible portals.

PRM

ERP

ENTERPRISE
RESOURCE
PLANNING

Streamline growth and profitability with tools that connect your business, with accurate cost tracking, performance monitoring, and most importantly, access the data to know where improvements are needed.

ERP

BI (ML-AI)

BUSINESS
INTELLIGENCE

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.

BI (ML-AI)

ROOK Connect Empowers Businesses on their Digital Journey by Providing & Integrating Essential Software, Applications, Technology & Automation Tools, Streamlining Operations, Boosting Performance & Driving Long-Term Success

Every business is different, with unique operational characteristics that has driven its success, that’s why ROOK Connect Software is fully configurable to match your workflows. Backed by a Team that’s with you every step of the way, ROOK “Connects” the required departments of your businesses, streamlining operations, offering powerful optimization tools, and delivering clarity across your entire organization.

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At ROOK Connect Software, we understand that no two businesses operate the same way, and we believe your software shouldn’t force you into a box. That’s why our platform is built to be fully configurable and adaptable to your exact workflows, no matter how complex or specialized. Our team of subject matter experts works alongside your leadership and operational teams to assess how your business functions today, identify opportunities for increased efficiency, and align our tools with your goals for tomorrow. From implementation to long-term optimization, we provide more than just a product, we provide a partnership. By connecting departments, streamlining cross-functional operations, and delivering real-time visibility across your organization, ROOK Connect empowers you to make smarter data driven decisions, optimize performance, and scale with confidence.

From Chaos to Clarity, ROOK Connect Organizes, Streamlines, Analyzes & Provides Insights on Your Entire Data Story

Powering Industries With Purpose-Built Configurable Software Tools That Drive Results

No matter your field, ROOK Connect delivers the precision, visibility and control your business demands.

ROOK Connect Software is purpose-built to meet the evolving demands of industry leaders who require adaptable, high-performance tools that align with their operational workflows. Whether you’re overseeing assets in the field, managing production lines, coordinating multi-channel logistics, or delivering mission-critical support services, ROOK Connect is engineered to fit seamlessly into your organization. Our configurable platform comes fully equipped with proven workflows and the ability to integrate with any third-party system, ensuring end-to-end connectivity across your operations.

ROOK Connect is more than a software platform; it’s an operational command center that empowers your business to run smarter, faster, and with greater confidence. From unifying departments and aligning teams to streamlining both front-end and back-end functions, ROOK Connect delivers real-time data, enterprise-level control, and total visibility into performance. Every feature is strategically designed to simplify complexity, reduce operational silos, and elevate decision-making. Backed by a team of subject-matter experts, ROOK Connect delivers more than just implementation, we become a trusted partner. With continuous platform enhancements, hands-on support, and forward-thinking strategy, our team works alongside yours to ensure that your ROOK Connect platform evolves with your goals. Purpose-built, fully configurable, and relentlessly focused on results, ROOK Connect transforms the way businesses operate.

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

Take The Next Steps With ROOK Connect

The ROOK Connect Team Believes In Customer
Service Above All Else, We’re Always On Call &
Ready To Support Your Business 24/7!

Contact Us!

Asset

Asset

At ROOK Connect, we are digital transformation experts committed to optimizing your Technology Ecosystem for maximum efficiency and business success. Our ReTHINK Digital Transformation Program is designed to analyze, evaluate and enhance your current systems, ensuring that every application and process is aligned with your business goals. Through a comprehensive evaluation of your existing infrastructure, specific needs and desired outcomes, we identify opportunities to streamline operations, eliminate inefficiencies and implement cutting-edge solutions that enhance automation, agility and scalability. Leveraging AI-driven insights and machine learning strategies, we don’t just focus on short-term improvements – we build a future-proof digital ecosystem that adapts and evolves with technological advancements. With ROOK Connect, you’re not just upgrading your systems; you’re investing in a smarter, more sustainable and high-performance business model that ensures long-term growth and competitive advantage. ReTHINK your digital strategy with ROOK Connect and unlock the full potential of your business.

Asset Asset Asset Asset
Asset Asset Asset Asset

Powering Industries With Purpose-Built Configurable Software Tools That Drive Results

No matter your field, ROOK Connect delivers the precision, visibility, and control your business demands.

Whether you’re managing assets in the field, streamlining production, coordinating complex logistics, or delivering essential support services, ROOK Connect is built to adapt to your unique workflows. More than just software, it’s a purpose-driven operations engine, designed to deliver measurable results across every department and division of your business. ROOK Connect equips you with high-performance tools while seamlessly integrating with the systems your business relies on. With real-time data, configurable functionality, and enterprise-grade control at your fingertips, your team can work smarter, move faster, and scale with confidence.

Precision Workflow - Field Services & Contractor Operations Flow Maker Software - Manufacturing, Production & Fabrication IntuaTrack - Dispatch, Logistics & Long-Haul Operations Infinity Asset Software - Asset, Rental & Lifecycle Control Management Supply Sync Software - Supplier & Distributor Coordinated Procurement Atlas Vision Software - Worldwide Supply Chain Management Empire Professional Software - Professional Service Firm Management Break The Barrier Software - Empowering Missions & Enabling Impact  Energy Edge AI - Data Categorization, ML & Predictive AI Momentum Asset Action Software - Heavy Equipment, Field Service & Fleet Management Military Asset Action - Military Supply Chain & Tactical Controls Freight Flow Global - International Freight Forwarding Excellence OnPoint Delivery Software - Real-Time Delivery Tracking, Optimization & Last-Mile Logistics Clinic Ace - Clinics, Health, EMR & ERP Integration

Take The Next Steps With ROOK Connect

ROOK Connect Works Hands On With Our
Customers, Building, Integrating & Implementing
Strategic Workflows That Drive Efficiencies!

Contact Us!

  • 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.


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

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ROOK CONNECT NEVER STOPS WORKING FOR YOUR BUSINESS

24/7, 365, On all Devices, Online & Offline Capabilities. With ROOK Connect, you’re not just buying software, you’re partnering with a responsive, knowledgeable team that’s always on call and always committed to helping your business thrive.

At ROOK Connect Software, exceptional customer support isn’t a feature, it’s a foundational part of our promise to your business. We understand that your operations depend on performance, precision, and reliability, which is why our support services are always on and always ready. From the moment you come onboard, you gain more than just a powerful software solution, you gain a team that’s fully invested in your success.

Our secure, always-available Customer Support Portal ensures you have 24/7 access to the assistance and insights you need to keep your business running smoothly. Whether you’re experiencing a minor issue or navigating a major workflow change, our transparent support ticketing system gives you real-time updates, clear response timelines, and direct communication with our dedicated Support Team. You’re never left in the dark, we keep you informed every step of the way. For complete transparency and operational alignment, ROOK Connect customers also gain live access to our Scrum boards, providing a real-time window into development progress, prioritized enhancements, and upcoming releases. This level of visibility ensures your voice is heard and that every improvement we make is strategically aligned with customer needs.

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

Constantly Growing & Always Evolving

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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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News & Updates

27
Jun
Cost Estimating Bidding & Quotation Tool – CEBQT
Continue Reading →
20
Mar
ReTHINK Digital Transformation: The Future of Business Optimization with ROOK Connect
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20
Mar
Manufacturing Challenge: Too Many Disconnected Software Tools
Continue Reading →

Built-in Tools & Features

At its core, ROOK Connect is engineered on a powerful foundation that unifies business management, customer engagement, partner collaboration, enterprise operations, and intelligent analytics. But that’s just the beginning. ROOK Connect is more than a platform, it’s a complete ecosystem of integrated tools, functions, and workflows built to exceed expectations. Every feature is purposefully designed to streamline operations, eliminate silos, and deliver real-time visibility across your entire organization. With a focus on connectivity, performance, and scalability, ROOK Connect empowers businesses to align departments, automate processes, and operate as a fully synchronized unit. As an industry leader, ROOK Connect continues to push the boundaries of what business software can do, delivering unmatched functionality, operational clarity, and the agility your business needs to thrive in a competitive market.

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Take The Next Steps With ROOK Connect

The ROOK Team Works With Businesses
Developing Strategic Big Data Analytic Systems
That Drive Efficiencies & Deliver Predictive Analysis!

Contact Us!

ROOK CONNECT SOFTWARE IS BUILT NOT ONLY WITH ITS OWN SET OF TOOLS & FUNCTIONS, BUT TO INTEGRATE & CONNECT WHEN NEEDED!

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.

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