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make growing your business easier.

Maximizing growth using automations, integrations, and AI.

Trusted by the best.

Our Services

Tech Advising

Tech Advising

We take a deep dive into pain points and identify the right technology tools for your budget.
Packaged Solutions

Packaged Solutions

We offer packaged and custom solutions that easily integrate into your business.
Support + Training

Support + Training

We execute updates, train staff, and ensure technology is working as expected.

Increase Your Efficiency Make your life easier.

Timesaving Integrations.

Imagine being able to auto-populate contracts or see when invoices are paid in your CRM.  Game changer!

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Helpful Automations.

Never forget to save an attachment or send a report. Use automations to never drop the ball again.

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Lifechanging AI.

From generating meeting notes to extracting data from documents, artificial intelligence is here to lighten your load. 

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About RooksDM

Low Code/No Code Experts

Innovation without compromising on your budget with Low Code/No Code tech.

Microsoft Partners

Extensive knowledge of Microsoft Office, Teams, and Power Platform. 

Industry Experts

Our team actively speaks at FinTech conferences and teaches CLE-accredited courses.

Technology is our passion. Here are a few we love.

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At RooksDM, we offer a One Meeting Guarantee. If you don’t see the value in our services after one meeting, you can walk away no strings attached. 

Case Studies See our work in action

Ready to get 1-hour of your day back? 

Drop us a note and let us find the right technologies to save you time!