The people who make
a business a business.
Every client gets a card that remembers everything. Projects they have signed. Proposals in flight. Invoices paid and pending. Meetings past and ahead. It all lives here.
Clients
5 clients
| Client | Work |
|---|---|
L Lumen Studio Design studio | 3 projects8 invoices |
B Bayline Films Production house | 2 projects12 invoices |
A Alami Studio Agency | 4 projects6 invoices |
R Rao Labs Research | 1 projects3 invoices |
M Marlo & Co Law firm | 2 projects9 invoices |
Everything you know about them. In one quiet place.
Name, business, email, phone, city, country. And the full trail of work that connects you.
A card that grows with the relationship.
Open a client. See their projects, proposals, invoices, and files on a single screen. No tabs. No hunting.
Relationship history.
Every meeting, every change, every payment. A timeline you can scroll, quietly.
Tied to projects.
Open a project. Their card is one click away.
Tied to proposals.
See draft, sent, approved, rejected. At a glance.
Tied to invoices.
Paid, sent, overdue. Drafted. Cancelled. All here.
The dashboard knows every client.
Open the home screen and you see the activity of every client you touch. Kai, your intelligence, can answer questions about them in natural language.
- Ask Kai about any client by name
- Drill from dashboard to client to project
- Recent activity is always fresh
- Currency aware, city aware, globally ready
Good morning, Avery
Here is what is happening today
Leads
20
Clients
14
Active projects
9
Outstanding
$24.5k
Recent activity
- Maya Rao moved to Won · 10m ago
- Invoice 042 sent to Lumen Studio · 32m ago
- Kickoff scheduled with Bayline · 1h ago
- Proposal viewed by Westgate · 2h ago
From Kai
Three proposals are about to age. Do you want me to send gentle nudges on your behalf?
Every signal of your working relationship.
Email and phone
The basics, done well. One tap to reach out. No copy and paste.
City and country
See where the work lives. Plan travel, time zones, and on site workshops with ease.
Linked work
Projects, proposals, invoices, meetings. All surfaced on the card.
“I used to keep my clients in my head. Rook Dots keeps them the way I would, if my memory were endless.”
The short version.
What is the difference between a lead and a client?
+
A lead is a conversation that might become a client. When you move them to Won, they quietly become a client. Everything connects.
Can I import my existing contacts?
+
Import is on the roadmap. In the meantime, add clients manually or through the Zoho Books connection, which mirrors your contact list.
Can I share a client with my team?
+
Yes. Clients live in the workspace. Everyone you invite sees the same card, with roles that respect who can edit.