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What is ROOK Connect?

ROOK Connect, a cloud-native platform, distinguishes itself as an all-encompassing digital solution for businesses looking to grow, execute digital initiatives, and fine-tune their operational processes. By providing immediate access to crucial data and improving visibility throughout various functions, ROOK Connect empowers organizations with the necessary insights to make well-informed decisions and cater to their clients effectively, thereby enhancing financial performance significantly. The platform focuses on offering user-friendly, adaptable, and customizable software solutions, including CRM, ERP, and BI tools, supporting a wide range of entities—spanning from companies and organizations to individual departments, personnel, suppliers, and customers—in achieving greater success. This comprehensive strategy guarantees that all stakeholders gain from a cohesive solution specifically designed to meet their distinct requirements, fostering collaboration and innovation across the board. Furthermore, ROOK Connect's commitment to continuous improvement ensures that it evolves alongside its users, adapting to their changing needs and challenges.

What is Microsoft Dynamics 365?

Elevate your business growth with Dynamics 365, an innovative collection of CRM and ERP tools designed to unify your data effortlessly. Harness powerful insights for predictive analytics and achieve outstanding results that drive your success. Make strategic decisions backed by reliable information while nurturing and strengthening essential relationships. Enhance your productivity and overall performance metrics with a holistic understanding of your customers. Discover and cultivate promising leads while creating seamless customer interactions. Stay updated on market dynamics to provide exceptional customer experiences more promptly. Optimize resources to boost technician productivity and reduce operational costs significantly. Revolutionize traditional financial management on a global scale by streamlining processes for greater efficiency. Shift from a reactive to a proactive operational model while modernizing your manufacturing and supply chain procedures. Extend the life of your assets by integrating both physical and digital sales channels effectively. Build brand loyalty through impactful engagement, consistently exceeding customer expectations and ensuring they feel appreciated and understood. By implementing these strategies, your business will not only thrive but also adapt to the ever-changing market landscape.

Media

Media

Integrations Supported

Alchemy Cloud
BIO
Bravo POS for Gun Stores
CROSS-CRM
CloudCall
DemandFarm
Entity Framework Core
Gravity Forms
Haber Chat
InsideSales Playbooks
Logistics Vision Suite
Open as App
Precog
Stackreaction
SugarCRM
TxContact
Vendorvue
Zoomin
eGain Sales Advisor
eGain Virtual Assistant

Integrations Supported

Alchemy Cloud
BIO
Bravo POS for Gun Stores
CROSS-CRM
CloudCall
DemandFarm
Entity Framework Core
Gravity Forms
Haber Chat
InsideSales Playbooks
Logistics Vision Suite
Open as App
Precog
Stackreaction
SugarCRM
TxContact
Vendorvue
Zoomin
eGain Sales Advisor
eGain Virtual Assistant

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$190 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ROOK Connect

Date Founded

2015

Company Location

Canada

Company Website

rookconnect.com

Company Facts

Organization Name

Microsoft

Date Founded

1975

Company Location

United States

Company Website

dynamics.microsoft.com

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Lead Generation

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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