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Rook Dots

Rook Dots

CRM platform for customer relationship management

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Getting Started with Rook Dots

Learn how to set up your CRM platform and start managing leads, clients, and projects

Getting Started
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Lead Pipeline Management

Pulse through every lead, follow-up, and milestone with a calmer command center

Leads
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Client Relationship Tracking

Every relationship in one modern view keep momentum, context, and communication flowing

Clients
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Project Management

Track delivery, approvals, and impact across every engagement

Projects
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Meeting Scheduling

Manage your meeting slots and appointments within a quiet, focused surface

Scheduling
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Team & Partner Management

Keep your crew organized and curate world-class collaborators with role-based access

Management