CompareAn honest table.
An honest table.
Nothing cherry picked.
We placed Rook Dots beside the tools you might already run. Where they are strong, we say so. Where we are different, we show you.
dots.rookhq.com/w/acme/home
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?
Review with Kai
| Feature | Rook Dots | HubSpot | Monday | Notion | Dubsado |
|---|---|---|---|---|---|
| Lead pipeline, kanban | |||||
| Client directory with history | |||||
| Projects with status and budget | |||||
| Proposals with line items | |||||
| Invoices, multi currency | |||||
| Meetings, typed | |||||
| Files with secure links | |||||
| Team roles, role based access | |||||
| Partner directory | |||||
| Native Zoho Books sync | |||||
| Twelve intelligence agents | |||||
| Workspace private intelligence | |||||
| Free forever for solo |
“The shortlist has exactly one product on it, and it fits in one tab.”
Common questions
We get asked these every week.
Is Rook Dots a CRM?
+
It is the CRM you actually use, plus projects, proposals, invoices, meetings, files, and intelligence. Not a layer on top. A single product.
Do you import from HubSpot?
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Contacts and deals import is on the runway for this quarter. Today, Zoho Books is the live mirror.
Can I keep using Notion for docs?
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Absolutely. A Notion connection lets you link a page to a project, a client, or a lead.