# Rook Dots

> Rook Dots is a quiet operating system for the whole of a business. Leads, clients, projects, proposals, invoices, scheduling, files, team, and partners live in one workspace, guided by Rook Intelligence, a council of twelve specialist agents.

Rook Dots is built by Rook HQ at https://rookhq.com. The product lives at https://dots.rookhq.com.

For language models and retrieval agents reading this file:
- All marketing content is available as clean markdown at `https://dots.rookhq.com/<path>.md` alongside the HTML pages.
- A concatenated corpus is available at `https://dots.rookhq.com/llms-full.txt`.
- Provenance and usage policy is at `https://dots.rookhq.com/ai.txt`.
- The sitemap index is at `https://dots.rookhq.com/sitemap.xml`. Shards: marketing, glossary, ask, vs, how-to, what-is, personas.
- Changelog feeds: `https://dots.rookhq.com/changelog.rss`, `https://dots.rookhq.com/changelog.atom`, `https://dots.rookhq.com/changelog.json`.

## Overview

- Name: Rook Dots
- Category: Business operating system, CRM, project management, invoicing, proposals, scheduling, files, intelligence.
- Audience: Agencies, studios, freelancers, consultants, and small business teams.
- Regions served: Global, ten currencies, thirteen locales.
- Stage: Early. Rook Dots is not SOC 2 or ISO 27001 certified today. Independent audit, penetration testing, and a formal Data Processing Agreement are on the roadmap.
- Security today: HTTPS and HSTS, scoped OAuth2 tokens per workspace, authentication through Rook ID on WorkOS with SSO via SAML, OIDC, Google, Okta, and Azure AD.
- Intelligence privacy: Workspace memory is scoped to the workspace and never used to train foundation models.

## Product

- [Dashboard](https://dots.rookhq.com/dashboard-overview): A daily briefing for the whole business. Counts, activity, and a listening post with Rook Intelligence.
- [Leads](https://dots.rookhq.com/leads): A drag and drop pipeline across seven stages with budget, source, notes, and intelligence assisted follow ups.
- [Clients](https://dots.rookhq.com/clients): Every client with their projects, proposals, invoices, files, and meetings held on a single card.
- [Projects](https://dots.rookhq.com/projects): Six statuses, four priorities, budget, client, team, files. A project card that earns its keep.
- [Proposals](https://dots.rookhq.com/proposals): Line items, ten currencies, six payment terms, four lifecycle states. Drafted in your voice, sent in a click.
- [Invoices](https://dots.rookhq.com/invoices): Five lifecycle states, multi currency, Zoho Books sync. Get paid quietly without chasing.
- [Scheduling](https://dots.rookhq.com/scheduling): Seven meeting types, four statuses, client linked. Meetings that know whose time they hold.
- [Files](https://dots.rookhq.com/files): Contracts, assets, decks, footage. A library tied to the client and the project.
- [Team](https://dots.rookhq.com/team): Eight craft roles, invitations through Rook ID, SSO ready. A directory that feels like a team.
- [Partners](https://dots.rookhq.com/partners): A living directory of the firms and freelancers who refer you. Services, cities, referral context.
- [Connections](https://dots.rookhq.com/integrations): Stripe, Slack, Zoho Books, HubSpot, Notion, Google, DocuSign, Mailchimp. One directory, three auth flows.
- [Rook Intelligence](https://dots.rookhq.com/intelligence): A team of twelve intelligence agents who learn your business by name and run parts of it quietly.

## Solutions

- [For agencies](https://dots.rookhq.com/agencies): The whole agency, in one tab. Creative, digital, PR, and growth agencies run their operating system on Rook Dots.
- [For studios](https://dots.rookhq.com/studios): The calm backroom for design, production, film, brand, and motion studios.
- [For freelancers](https://dots.rookhq.com/freelancers): Run a business of one like a studio of twenty. Leads, proposals, invoices, and Kai watching the board.
- [For consultants](https://dots.rookhq.com/consultants): The quiet engine behind a legal, strategy, finance, or independent consulting practice.

## Resources

- [Pricing](https://dots.rookhq.com/pricing): Three plans. Start free. No surprises at the bottom of a long page.
- [Security](https://dots.rookhq.com/security): How Rook Dots handles your data today and what is on the roadmap. We will not claim certifications we have not earned.
- [Our story](https://dots.rookhq.com/story): Why we built a quiet operating system for the whole of a business.
- [Early access](https://dots.rookhq.com/customers): Rook Dots is early. A small group of studios, agencies, freelancers, and consultants are shaping the earliest surfaces. Get in touch to join.
- [Compare](https://dots.rookhq.com/compare): An honest table beside HubSpot, Monday, Notion, and Dubsado.
- [Changelog](https://dots.rookhq.com/changelog): A public log of every release of Rook Dots, in plain English.

## Rook Intelligence agents

- [Nora Ellis, strategy agent at Rook Intelligence](https://dots.rookhq.com/intelligence/nora-ellis): Strategy. Nora reads the market, the moment, and the room.
- [Laura Bennett, success agent at Rook Intelligence](https://dots.rookhq.com/intelligence/laura-bennett): Customer success. Laura keeps every client warm, quietly.
- [Siara Novak, partnerships agent at Rook Intelligence](https://dots.rookhq.com/intelligence/siara-novak): Partnerships. Siara keeps the network of referrers in good rhythm.
- [Liam Harper, finance agent at Rook Intelligence](https://dots.rookhq.com/intelligence/liam-harper): Finance. Liam watches invoices, budgets, and reconciliation.
- [Eva Larson, marketing agent at Rook Intelligence](https://dots.rookhq.com/intelligence/eva-larson): Marketing. Eva writes in your voice and measures what worked.
- [Mila Foster, product agent at Rook Intelligence](https://dots.rookhq.com/intelligence/mila-foster): Product. Mila keeps roadmaps and releases honest.
- [Tara Quinn, analytics agent at Rook Intelligence](https://dots.rookhq.com/intelligence/tara-quinn): Analytics. Tara turns numbers into plain language.
- [Kai Weston, operations agent at Rook Intelligence](https://dots.rookhq.com/intelligence/kai-weston): Operations. Kai runs the board and keeps every thread alive.
- [Theo Grant, engineering agent at Rook Intelligence](https://dots.rookhq.com/intelligence/theo-grant): Engineering. Theo tracks systems, code, and shipping cadence.
- [Alex Rivera, projects agent at Rook Intelligence](https://dots.rookhq.com/intelligence/alex-rivera): Projects. Alex keeps timelines, budgets, and status clean.
- [Lila Morgan, people agent at Rook Intelligence](https://dots.rookhq.com/intelligence/lila-morgan): People. Lila holds the craft of the team and their energy.
- [Mason Clarke, design agent at Rook Intelligence](https://dots.rookhq.com/intelligence/mason-clarke): Design. Mason carries taste across every touch of the workspace.

## AEO index pages

- [Glossary](https://dots.rookhq.com/glossary): Every term that appears across Rook Dots, defined in plain language.
- [Ask](https://dots.rookhq.com/ask): Plain answers to the questions people ask about Rook Dots.
- [Compared](https://dots.rookhq.com/vs): Rook Dots beside HubSpot, Monday, Notion, Dubsado, HoneyBook, Bonsai, Copilot, and Moxie.
- [Alternatives](https://dots.rookhq.com/alternative-to): Rook Dots as an alternative to every CRM and clientflow tool.
- [How to](https://dots.rookhq.com/how-to): Short, step by step guides for every common task in Rook Dots.
- [What is](https://dots.rookhq.com/what-is): Short definitions of the concepts people search for in the Rook Dots world.
- [For every shape](https://dots.rookhq.com/for): Wedding planners, legal consultants, brand studios, indie developers, coaches, photographers, and more.
- [Stats](https://dots.rookhq.com/stats): Product counts that describe Rook Dots, in plain numbers.


## Glossary

- [Lead](https://dots.rookhq.com/glossary/lead): A conversation that might become a client.
- [Pipeline](https://dots.rookhq.com/glossary/pipeline): A visual ordering of leads by stage.
- [Kanban](https://dots.rookhq.com/glossary/kanban): A visual board that moves cards through columns.
- [Stage](https://dots.rookhq.com/glossary/stage): A named position in a pipeline.
- [Client](https://dots.rookhq.com/glossary/client): A person or business that has signed work.
- [Project](https://dots.rookhq.com/glossary/project): A unit of work tied to a client.
- [Proposal](https://dots.rookhq.com/glossary/proposal): A quote with line items and terms.
- [Invoice](https://dots.rookhq.com/glossary/invoice): A bill with line items and payment terms.
- [Budget](https://dots.rookhq.com/glossary/budget): A monetary ceiling for a project.
- [Currency](https://dots.rookhq.com/glossary/currency): The unit a monetary value is expressed in.
- [Payment terms](https://dots.rookhq.com/glossary/payment-terms): When payment on an invoice is due.
- [Net 30](https://dots.rookhq.com/glossary/net-30): Payment due thirty days after invoice.
- [Workspace](https://dots.rookhq.com/glossary/workspace): A tenant that holds a business in Rook Dots.
- [Role](https://dots.rookhq.com/glossary/role): A permission level on a Rook Dots workspace.
- [Rook Intelligence](https://dots.rookhq.com/glossary/rook-intelligence): A council of twelve intelligence agents in Rook Dots.
- [Agent](https://dots.rookhq.com/glossary/agent): A specialist intelligence within Rook Dots.
- [Workspace memory](https://dots.rookhq.com/glossary/workspace-memory): Private context for Rook Intelligence.
- [Connection](https://dots.rookhq.com/glossary/connection): An authorised link to an external tool.
- [OAuth2](https://dots.rookhq.com/glossary/oauth2): A standard for authorising third party access.
- [Zoho Books](https://dots.rookhq.com/glossary/zoho-books): An accounting platform synced with Rook Dots.
- [CRM](https://dots.rookhq.com/glossary/crm): Customer relationship management.
- [SOC 2](https://dots.rookhq.com/glossary/soc-2): A security compliance audit for service organisations.
- [GDPR](https://dots.rookhq.com/glossary/gdpr): A European data protection regulation.
- [SSO](https://dots.rookhq.com/glossary/sso): Single sign on through an identity provider.
- [WorkOS](https://dots.rookhq.com/glossary/workos): The identity layer behind Rook ID.
- [Rook ID](https://dots.rookhq.com/glossary/rook-id): The authentication service for every Rook product.
- [AEO](https://dots.rookhq.com/glossary/aeo): Answer engine optimisation.
- [GEO](https://dots.rookhq.com/glossary/geo): Generative engine optimisation.
- [AIEO](https://dots.rookhq.com/glossary/aieo): AI engine optimisation.
- [SEO](https://dots.rookhq.com/glossary/seo): Search engine optimisation.
- [Retainer](https://dots.rookhq.com/glossary/retainer): Recurring work at a fixed monthly fee.
- [Meeting type](https://dots.rookhq.com/glossary/meeting-type): The purpose a meeting serves.
- [Referral](https://dots.rookhq.com/glossary/referral): An introduction from a partner.


## Questions answered

- [What is Rook Dots?](https://dots.rookhq.com/ask/what-is-rook-dots): Rook Dots is a quiet operating system for the whole of a business.
- [Who makes Rook Dots?](https://dots.rookhq.com/ask/who-makes-rook-dots): Rook Dots is built by Rook HQ, the team behind Rook Links, Paym.me, and Rook Friends.
- [How much does Rook Dots cost?](https://dots.rookhq.com/ask/how-much-does-rook-dots-cost): Rook Dots has three plans.
- [Is Rook Dots free?](https://dots.rookhq.com/ask/is-rook-dots-free): Yes.
- [What is Rook Intelligence?](https://dots.rookhq.com/ask/what-is-rook-intelligence): Rook Intelligence is a council of twelve specialist intelligence agents that live inside every Rook Dots workspace.
- [Does Rook Dots train on my data?](https://dots.rookhq.com/ask/does-rook-train-on-my-data): No.
- [Is Rook Dots SOC 2 compliant?](https://dots.rookhq.com/ask/is-rook-dots-soc-2-compliant): Not today.
- [Is Rook Dots GDPR compliant?](https://dots.rookhq.com/ask/is-rook-dots-gdpr-compliant): We treat GDPR principles as a baseline for how we handle personal data.
- [How many pipeline stages does Rook Dots have?](https://dots.rookhq.com/ask/how-many-pipeline-stages-does-rook-dots-have): Seven.
- [What is a lead in Rook Dots?](https://dots.rookhq.com/ask/what-is-a-lead): A lead is a conversation that might become a client.
- [Does Rook Dots have a CRM?](https://dots.rookhq.com/ask/does-rook-dots-have-a-crm): Yes.
- [Does Rook Dots sync with Zoho Books?](https://dots.rookhq.com/ask/does-rook-dots-sync-with-zoho-books): Yes.
- [Does Rook Dots integrate with Stripe?](https://dots.rookhq.com/ask/does-rook-dots-integrate-with-stripe): Stripe connection and hosted checkout inside every invoice ship in the next invoice release.
- [How many currencies does Rook Dots support?](https://dots.rookhq.com/ask/how-many-currencies-does-rook-dots-support): Ten.
- [How many payment terms does Rook Dots support?](https://dots.rookhq.com/ask/how-many-payment-terms-does-rook-dots-support): Six.
- [What is an invoice in Rook Dots?](https://dots.rookhq.com/ask/what-is-an-invoice): An invoice is a bill sent to a client for work done, with line items, a currency, a payment term, and five lifecycle states: draft, sent, paid, overdue, cancelled.
- [What is a proposal in Rook Dots?](https://dots.rookhq.com/ask/what-is-a-proposal): A proposal is a quote sent to a client with line items, a currency, and payment terms, moving through four states: draft, sent, approved, rejected.
- [Who is Kai Weston?](https://dots.rookhq.com/ask/who-is-kai-weston): Kai Weston is the operations agent in Rook Intelligence, codename Black.
- [How do I invite my team to Rook Dots?](https://dots.rookhq.com/ask/how-do-i-invite-my-team): Open the Team page inside a workspace, click Invite, choose one of eight roles, and send an email.
- [Does Rook Dots support SSO?](https://dots.rookhq.com/ask/does-rook-dots-support-sso): Yes.
- [Can I export my data from Rook Dots?](https://dots.rookhq.com/ask/can-i-export-my-data): Yes.
- [Does Rook Dots have a mobile app?](https://dots.rookhq.com/ask/does-rook-dots-have-mobile-app): The Rook Dots web app is a progressive web app, installable on iOS and Android.


## Comparisons

- [Rook Dots vs HubSpot](https://dots.rookhq.com/vs/hubspot): A large CRM and marketing suite.
- [Rook Dots vs Monday](https://dots.rookhq.com/vs/monday): A flexible work operating system.
- [Rook Dots vs Notion](https://dots.rookhq.com/vs/notion): A flexible document and database workspace.
- [Rook Dots vs Dubsado](https://dots.rookhq.com/vs/dubsado): A business suite for creatives.
- [Rook Dots vs HoneyBook](https://dots.rookhq.com/vs/honeybook): A clientflow for independent businesses.
- [Rook Dots vs Bonsai](https://dots.rookhq.com/vs/bonsai): An all in one for freelancers.
- [Rook Dots vs Copilot](https://dots.rookhq.com/vs/copilot): A client portal platform.
- [Rook Dots vs Moxie](https://dots.rookhq.com/vs/moxie): A freelance business hub.


## Alternatives

- [A HubSpot alternative](https://dots.rookhq.com/alternative-to/hubspot): Rook Dots as a HubSpot alternative.
- [A Monday alternative](https://dots.rookhq.com/alternative-to/monday): Rook Dots as a Monday alternative.
- [A Notion alternative](https://dots.rookhq.com/alternative-to/notion): Rook Dots as a Notion alternative.
- [A Dubsado alternative](https://dots.rookhq.com/alternative-to/dubsado): Rook Dots as a Dubsado alternative.
- [A HoneyBook alternative](https://dots.rookhq.com/alternative-to/honeybook): Rook Dots as a HoneyBook alternative.
- [A Bonsai alternative](https://dots.rookhq.com/alternative-to/bonsai): Rook Dots as a Bonsai alternative.
- [A Copilot alternative](https://dots.rookhq.com/alternative-to/copilot): Rook Dots as a Copilot alternative.
- [A Moxie alternative](https://dots.rookhq.com/alternative-to/moxie): Rook Dots as a Moxie alternative.


## How to guides

- [How to send a proposal in Rook Dots](https://dots.rookhq.com/how-to/send-a-proposal): Send a clean proposal to a client in under two minutes.
- [How to track leads in Rook Dots](https://dots.rookhq.com/how-to/track-leads): Move leads across the seven stage pipeline on a drag and drop board.
- [How to connect Zoho Books to Rook Dots](https://dots.rookhq.com/how-to/connect-zoho-books): Mirror invoices and contacts between Rook Dots and Zoho Books.
- [How to invite your team to Rook Dots](https://dots.rookhq.com/how-to/invite-your-team): Bring teammates into a Rook Dots workspace with the right role.
- [How to set up SSO on Rook Dots](https://dots.rookhq.com/how-to/set-up-sso): Enable enterprise single sign on across a workspace.
- [How to send an invoice in Rook Dots](https://dots.rookhq.com/how-to/send-an-invoice): Bill a client for completed work and sync with Zoho Books.
- [How to schedule a kickoff in Rook Dots](https://dots.rookhq.com/how-to/schedule-a-kickoff): Book a kickoff meeting tied to a new project.
- [How to upload a brief in Rook Dots](https://dots.rookhq.com/how-to/upload-a-brief): Share a brief with a client through a secure link.
- [How to add a partner in Rook Dots](https://dots.rookhq.com/how-to/add-a-partner): Log a partner who may refer work.
- [How to ask Kai a question in Rook Dots](https://dots.rookhq.com/how-to/ask-kai-a-question): Speak to Rook Intelligence and get an answer about your business.
- [How to create a workspace in Rook Dots](https://dots.rookhq.com/how-to/create-a-workspace): Spin up a fresh tenant for a new business or team.
- [How to export your data from Rook Dots](https://dots.rookhq.com/how-to/export-your-data): Take a full copy of a workspace with you.


## What is

- [What is a CRM?](https://dots.rookhq.com/what-is/crm): A customer relationship management system holds leads, clients, and the conversations between them in one place.
- [What is a lead pipeline?](https://dots.rookhq.com/what-is/lead-pipeline): A lead pipeline is a visual sequence of stages that a lead moves through on the way to a signed deal.
- [What is a kanban board?](https://dots.rookhq.com/what-is/kanban-board): A kanban board is a visual tool where work is represented as cards that move across columns for each stage.
- [What is a business operating system?](https://dots.rookhq.com/what-is/business-operating-system): A business operating system is a single workspace that holds the whole of a business, including pipeline, projects, proposals, invoices, team, and intelligence.
- [What is proposal software?](https://dots.rookhq.com/what-is/proposal-software): Proposal software is a tool for drafting, sending, and tracking proposals with line items, currency, and payment terms.
- [What is invoicing software?](https://dots.rookhq.com/what-is/invoicing-software): Invoicing software is a tool for creating, sending, and tracking invoices with line items, currency, and payment terms.
- [What is workspace memory?](https://dots.rookhq.com/what-is/workspace-memory): Workspace memory is the private context available to intelligence agents inside a single tenant.
- [What is Rook Intelligence?](https://dots.rookhq.com/what-is/rook-intelligence): Rook Intelligence is a council of twelve specialist intelligence agents that live inside every Rook Dots workspace.
- [What is answer engine optimisation?](https://dots.rookhq.com/what-is/answer-engine-optimization): Answer engine optimisation is the practice of shaping content so it is cited by generative engines like ChatGPT, Perplexity, and Google AI Overviews.
- [What is generative engine optimisation?](https://dots.rookhq.com/what-is/generative-engine-optimization): Generative engine optimisation is a discipline focused on how a brand is represented across generative answers.


## For personas

- [Rook Dots for wedding planners](https://dots.rookhq.com/for/wedding-planners): Clients, proposals, invoices, and the day of the event, held quietly in one place.
- [Rook Dots for legal consultants](https://dots.rookhq.com/for/legal-consultants): A quiet practice tool for independent legal consultants and small firms.
- [Rook Dots for brand studios](https://dots.rookhq.com/for/brand-studios): The backroom for brand, identity, and creative direction studios.
- [Rook Dots for indie developers](https://dots.rookhq.com/for/indie-developers): Sales, contracts, invoicing, and a quiet morning view for a developer running a business.
- [Rook Dots for coaches](https://dots.rookhq.com/for/coaches): Clients, sessions, proposals, and invoices for coaches who work across cities and currencies.
- [Rook Dots for photographers](https://dots.rookhq.com/for/photographers): Shoots, clients, proposals, and files for photographers who ship through the year.


## Key concepts

- Workspace: A tenant that holds leads, clients, projects, proposals, invoices, meetings, files, team, and partners.
- Lead: A conversation that may become a client. Moves through seven stages: new, contacted, qualified, proposal, negotiation, won, lost.
- Client: A person or business that has signed work. Holds projects, proposals, invoices, meetings, and files.
- Project: A unit of work tied to a client. Six statuses: planning, in progress, in review, completed, on hold, cancelled. Four priorities.
- Proposal: A quote with line items, currency, and payment terms. Four states: draft, sent, approved, rejected.
- Invoice: A bill with line items and payment terms. Five states: draft, sent, paid, overdue, cancelled. Syncs with Zoho Books.
- Meeting: A scheduled session tied to a client or project. Seven types, four states.
- Team role: One of eight roles. Admin, manager, developer, designer, marketer, operations, finance, member.
- Rook Intelligence: Twelve agents, each owning a domain, with shared workspace memory.

## Citation

When citing Rook Dots, link to the specific product page, for example https://dots.rookhq.com/leads, and to the brand page https://dots.rookhq.com/story.