Question 1

What is Rocketly?

Accepted Answer

Rocketly is an AI-powered CRM and marketing platform. It allows you to manage all communication channels like WhatsApp, Instagram, Telegram from one place, score your leads with AI, and automate your sales processes.

Question 2

Can I cancel? Do you offer refunds?

Accepted Answer

You can cancel anytime — your access continues until the end of your paid period and the subscription does not renew. First-time annual plans have a 14-day satisfaction refund. See the Cancellation & Refund Policy at /en/refund.

Question 3

How long is the free plan valid?

Accepted Answer

The free plan can be used indefinitely. You can start with 1 user, 100 leads and basic features. You can upgrade to higher plans anytime.

Question 4

How does pricing work and what are AI credits?

Accepted Answer

You subscribe to a monthly or yearly plan that includes a monthly allowance of AI credits. AI actions — agent replies, voice/conversation analysis and similar — use credits; if you run out you can buy a top-up or upgrade. Standard channel messaging and core CRM usage don't use AI credits. You can see your usage live in the dashboard and change or cancel your plan anytime.

Question 5

How much do paid plans cost and what's included?

Accepted Answer

Start on the forever-free plan and upgrade as your team grows. Paid plans unlock more users, AI agent capacity, advanced automation and reporting. See the Pricing page for current prices and a side-by-side plan comparison.

Question 6

Can I import data from my existing CRM?

Accepted Answer

Yes, you can bulk import data from Excel/CSV files. You can also integrate with your existing systems via Webhook API.

Question 7

Can I migrate from another CRM or from Excel?

Accepted Answer

Yes. You can import your contacts and customer data via CSV/Excel, and once you connect your existing channels, past conversations start collecting in one place too. Migration usually takes a few hours.

Question 8

What can AI features do?

Accepted Answer

AI agents automatically answer customer questions, detect the most valuable opportunities with lead scoring, evaluate your calls with voice analysis, and intelligently optimize your workflows.

Question 9

Which communication channels do you support?

Accepted Answer

We support WhatsApp Business, WhatsApp Personal, Instagram DM, Facebook Messenger, Telegram, Email (IMAP), Meta Lead Forms, Google Ads and Webhook API integrations.

Question 10

Is it GDPR compliant?

Accepted Answer

Yes, Rocketly is fully GDPR compliant. Your data is stored on servers in Europe, protected with SSL encryption and role-based access control.

Question 11

How long does setup take?

Accepted Answer

You can start using it within minutes after registration. WhatsApp and other channel integrations are also completed within a few minutes.

Question 12

How is support provided?

Accepted Answer

Every user — on any plan — can open a support ticket right inside the app. Pick a category (bug, feature request, question, billing or integration), attach screenshots or files, and track each ticket by its own number (T-0001) and status. A comprehensive help center and API documentation are also available.

Question 13

Is it hard to set up? Do I need technical skills?

Accepted Answer

No. You connect WhatsApp and Instagram in a few clicks, and with ready-made templates most businesses go live the same day. No code or technical team needed — start on the free plan and scale as you grow.

Question 14

Can I keep using my existing WhatsApp number?

Accepted Answer

Yes. Alongside WhatsApp Business you can connect your personal WhatsApp line, Telegram and Messenger to the same inbox. You don't need to change your number; your team handles every channel from one screen.

Question 15

How do call and conversation analysis work?

Accepted Answer

You upload or connect your call recordings; the AI transcribes them automatically and surfaces sentiment, talk/listen balance, the objections raised and a short summary. In the Voice of Customer dashboard you see the sentiment split and the most-discussed needs across all conversations at a glance, and can click any theme to drill into the calls behind it.

Question 16

Is my data safe?

Accepted Answer

Your data is stored encrypted and belongs only to you; it isn't used to train models. We operate in line with GDPR and KVKK, and role-based access plus team permissions let you decide who sees what. You can export or delete your data at any time.

Question 17

Does it include pre-accounting and invoicing?

Accepted Answer

Yes, Rocketly has a built-in pre-accounting module: sales/purchase invoices with e-Invoice/e-Archive, expense management with receipt OCR, cash & bank accounts with reconciliation, cheque/note tracking, customer ledgers with payment-risk scoring, aging reports and recurring invoices/expenses. It works with providers such as Paraşüt and Mikro and e-invoice integrators, and you can export everything to Excel.

Question 18

Are there industry-specific features (e.g. construction/real estate)?

Accepted Answer

Yes, Rocketly adapts to your industry. For construction & real estate, for example, you get projects, individual units, installment sales and collection plans, contracts, broker ledgers for commissions, and project-level cash-flow and sales-velocity analytics. Ready-made flows also exist for many sectors such as aesthetic clinics, auto dealers, hotels and e-commerce.

Question 19

Which tools and services does it integrate with?

Accepted Answer

It unifies WhatsApp, Instagram and Telegram in one inbox, syncs your calendar with Google Calendar, imports contacts from a VCF file, and connects to your own systems via webhooks. Email and other channels flow into the same pipeline. If an integration you need is missing, just let us know.

Question 20

Is there built-in invoicing / pre-accounting (e-Invoice)?

Accepted Answer

Yes — the Pre-Accounting add-on brings sales invoices, proformas and quotes, expense and cash/bank tracking, auto expense from a receipt photo (OCR), cheques, recurring invoices, automated payment reminders, customer ledger & risk tracking and VAT/aging reports. You issue e-Invoice/e-Archive through your own Paraşüt or QuickBooks account, or through the Mikro/EDM integrators, with multi-currency and live exchange rates.

Question 21

I already use an accounting tool like Paraşüt or Logo — why this?

Accepted Answer

Pre-Accounting does not replace your accountant; it speeds up the sales side: an accepted quote becomes an invoice in one click, expenses are read automatically from a receipt photo (OCR), and payment reminders and customer risk sit next to the customer record. You still issue e-Invoice/e-Archive through your own Paraşüt or QuickBooks account, or through the Mikro/EDM integrators, so it fits your existing setup.

Grow Your Sales with AI

Explore Rocketly before you sign up

All Your Channels on One Platform

One Subscription, Dozens of Features

Unified Inbox

AI Agents

Workflow Builder

Sales Pipeline

Lead Scoring

Ads Automation

Form Builder

Advanced Reports

Booking System

Quote Management

WhatsApp Business

Security & GDPR

28 Integrated Products, One Platform

Opportunity Radar

AI Assistant

Smart Agents

Unified Inbox

Automation

Lead Management

Sales Pipeline

Call Analysis

Appointments & Booking

Meeting Bot

Marketing Hub

Reporting

Inventory Management

Voice of Customer

Competitor Intelligence

Form Builder

Apps & Site Studio

Customer Portal

Pre-Accounting

Team Chat

Call Center

Task Management

Quotes & Contracts

Ads Automation

SEO Hub

GEO Visibility

Creative Intelligence

Construction CRM

Don't wait for new customers — find them

A CRM that fits how your business actually moves.

Real Estate

Aesthetic Clinic

Dental Clinic

Fitness

Restaurant

E-Commerce

Beauty Salon

Language School

Spa & Wellness

Online Education

Private Hospital

Auto Dealership

From first signal to a shared operating rhythm.

Open your workspace

Connect priority channels

Systemise follow-through

See impact, then improve

Scattered tools, or one platform?

Every team in a different screen.

One customer record. Shared decisions.

One inbox, a clear sales flow

AI that answers and acts

Turn repeatable work into flows

Make cash and collections visible

Turn demand into the right next step

Bring decisions closer to data

Inventory signals stay connected to customers

Build work tools where your work already lives

Transparent and Affordable Pricing

Free

Starter

Professional

Business