Does Rook Dots have a CRM?
Yes. The pipeline and client directory inside Rook Dots are a full CRM. Rook Dots adds projects, proposals, invoices, meetings, files, partners, and intelligence on the same workspace.
Answer
Yes. The pipeline and client directory inside Rook Dots are a full CRM. Rook Dots adds projects, proposals, invoices, meetings, files, partners, and intelligence on the same workspace.
People also ask.
What is Rook Dots?
Rook Dots is a quiet operating system for the whole of a business. It holds leads, clients, projects, proposals, invoices, scheduling, files, team, and partners in one workspace, guided by Rook Intelligence, a council of twelve specialist agents. It is built for agencies, studios, freelancers, and consultants.
How many pipeline stages does Rook Dots have?
Seven. New, contacted, qualified, proposal, negotiation, won, lost. Every lead moves through these stages on a drag and drop kanban board.