A quiet pipeline.
No lead left cold.
Every conversation begins as a card. Drag it through the seven stages of a deal. Rook Intelligence watches the board and nudges you the moment something needs your attention.
Leads
20 total · 5 won · 1 lost
Noor Alami
Alami Studio
Hiro Tanaka
Forma
Amelia West
Westgate
Rohan Shah
Lumen
Sofia Marlo
Marlo & Co
Ken Ito
Bayline
Maya Rao
Rao Labs
From first hello to a signed deal.
A board that mirrors how the work actually moves. New, contacted, qualified, proposal, negotiation, won, lost. Drag and drop. Color and weight.
Drag, drop, done.
A real kanban board with motion that feels alive. Every card carries email, phone, business, budget, source, notes, owner, and a timeline of every change.
List view, when boards feel busy.
Switch to a clean list with sortable columns. Same data, different posture.
Source attribution.
Referral, LinkedIn, Instagram, X, Cold outreach, Event, Partner. Tag every lead so you know what is working.
Aging alerts.
A lead that has not moved in seven days quietly rises to the top.
Search and filter.
Type a name, an email, a company. Find anyone in the room.
Kai watches the board so you do not have to.
Rook Intelligence reads every lead, every reply, every change of stage. When a deal needs attention, you hear from Kai. Quietly. With context.
- Drafts a reply in your voice
- Suggests the next stage to move to
- Schedules the follow up meeting
- Summarises the entire thread on demand
Kai Weston · Black
Rook Intelligence
Up 34% on last quarter. Twenty new leads, mostly from referrals and LinkedIn. Two of them are in the 100k plus budget band, a first for this year. Want me to draft a short weekly summary and send it to the team on Slack?
A lead is a relationship in motion.
Not a row in a spreadsheet.
Budget bands
Every lead carries a budget tag. The board knows where the money is, before you do.
Win and loss insight
See where deals stall and where they fly. Source by source. Stage by stage.
Contextual notes
Notes live with the lead, not in a separate doc. Past conversations come back when you need them.
“The day the board went dark is the day my pipeline stopped feeling like work.”
Made simple, on purpose.
What counts as a lead in Rook Dots?
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Anyone you would like to do business with. The first email. The first DM. The first conversation at an event. Capture the name and you are off.
Can I customise the stages?
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The seven stages are designed to fit how teams sell, from first hello to closed. Customisation is on the roadmap, with rules to follow soon after.
Does this connect to my email?
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Through Connections you can tie in Gmail, Outlook, HubSpot, and more. Replies and threads land on the lead, automatically.
Is this a CRM?
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It is the part of a CRM you actually use. The pipeline, the lead history, the follow up. Without the heavy admin.
Pipeline. Quiet. Honest.
Open Rook Dots. The board is already loaded with the seven stages.