CRM features for sales, customer work and operations
Explore modules that connect the customer record, accountable owner and next step in one working system.
Modules that shape day-to-day work
Each module connects to the same customer context, visible ownership and a next step the team can review.
Call Analysis
Call Analysis turns accessible recordings into searchable conversation signals so teams can review recurring customer needs and follow-up points.
Verify recording and access policy first.
Choose the first two conversation signals you want to inspect.
Confirm findings alongside a representative's review.
Prospecting
Prospecting helps connect target-account and potential-customer research to the sales team's working flow. The team records the assumption that someone may be a fit together with its source and next step.
Write ideal-account criteria and exclusion rules first.
Record the source, rationale, and owner for every candidate.
Review the first-contact approach for permission, value, and follow-up rhythm.
Unified Inbox
Unified Inbox brings customer conversations from supported channels into one working view, so the owner, status, and next action stay connected to the conversation.
Connect the two busiest channels first.
Agree on team rules for assignment, labels, and resolution status.
During the first week, review unanswered and unowned conversations together.
Workflow Builder
Workflow Builder helps you define visually which condition is checked after an event and which next action follows. A process becomes a flow the team can read together instead of a hidden technical script.
Break one process into start, decision, and outcome steps.
Use one trigger and one measurable outcome in the first version.
Test the failure path and responsible owner before publishing.
Sales Pipeline
Sales Pipeline helps bring an opportunity's stage, owner, and next commitment into one sales view. Forecasting is then a team conversation over a shared record.
Define stages around the customer's decision points.
Require an owner, next step, and expected date for every stage.
Review won and lost opportunity reasons on the same rhythm.
Lead Management
Lead Management keeps prospect information, ownership, stage, and follow-up actions on the same record. Scoring and priority signals make the next opportunity to review a discussable team decision.
Define required lead fields and the ownership rule first.
Simplify stages around the customer's real buying process.
Compare score and follow-up outcomes with loss reasons each month.
Analytics
Analytics brings operational data into shared report views so teams can discuss change, bottlenecks, and areas needing follow-up in one frame. A report is evidence for a decision, not the decision itself.
Choose three core metrics for one decision meeting.
Make the owner, period, and source of each metric visible.
Close the report with a next action and review date.
Pre-Accounting
Pre-Accounting helps keep quotes, invoices, and operational finance information next to the customer process. The team can more easily see which document, collection step, or record is missing in commercial follow-through.
Standardize document number, status, and customer matching first.
Separate collection and approval ownership.
At period end, reconcile exceptions together with the accounting process.
Which plan includes what?
The full plan-by-plan comparison lives on the pricing page.
Modules for managing the customer process in one system
Modules are designed to work together; availability depends on your plan, permissions and integration setup.
See the product path for your goal
Choose an outcome, then explore three products designed to work together.
Find the right businesses, capture enquiries and automate the follow-up.
AI Assistant
AI Assistant brings customer context and the information defined by your team into one working surface so responses can be drafted faster. A teammate reviews the draft before it is sent and keeps control of the final voice.
Smart Agents
Smart Agents help carry out recurring operational steps within defined triggers and permissions. The goal is to turn follow-up and routing work into visible rules, not to create an opaque automation layer.
Unified Inbox
Unified Inbox brings customer conversations from supported channels into one working view, so the owner, status, and next action stay connected to the conversation.
Lead Management
Lead Management keeps prospect information, ownership, stage, and follow-up actions on the same record. Scoring and priority signals make the next opportunity to review a discussable team decision.
Sales Pipeline
Sales Pipeline helps bring an opportunity's stage, owner, and next commitment into one sales view. Forecasting is then a team conversation over a shared record.
Call Analysis
Call Analysis turns accessible recordings into searchable conversation signals so teams can review recurring customer needs and follow-up points.
Appointment Management
Appointment Management helps organize availability, customer context, and follow-up in the same flow. The team can track not only the time of an appointment, but also preparation before it and the outcome after it.
Meeting Bot
Meeting Bot helps turn conversation from permitted meetings into a recording, summary, and followable notes. Decisions and responsibilities no longer have to remain only in the memory of those who attended.
Marketing Hub
Marketing Hub helps review campaign signals next to CRM context, so the team can discuss cost, lead quality, and follow-up outcome without losing the thread across separate dashboards.
Analytics
Analytics brings operational data into shared report views so teams can discuss change, bottlenecks, and areas needing follow-up in one frame. A report is evidence for a decision, not the decision itself.
Inventory Management
Inventory Management helps organize warehouse and product movements in a shared operational view. Teams can see which movement explains a quantity and discuss sales and supply decisions earlier.
Voice of Customer
Voice of Customer helps review feedback from different touchpoints under shared themes. Instead of over-reading one comment, the team can see recurring signals and unanswered questions.
Competitor Intelligence
Competitor Intelligence helps compare selected, accessible market signals over time. Instead of relying on hearsay, the team can discuss what changed and when on the same record.
Form Builder
Form Builder is used to collect the information you need through clear questions and consistent fields, then connect an incoming request to the right starting point in the CRM. A form turns data collection into a team-readable agreement.
Customer Portal
Customer Portal gives customers controlled access to shared information and actions about their own process. Instead of moving every simple information request through messages, the team can provide a secure common surface.
Team Chat
Team Chat provides internal coordination close to customer and work context. Decisions, short questions, and handoff notes stay around the same work instead of disappearing into separate apps.
Call Center
Call Center helps organize queue, ownership, and follow-up work from call operations in a workflow connected to the customer record. The team sees workload not only as total call volume, but as pending work and responsibility.
Task Management
Task Management helps keep the owner, due date, and work context visible. The team turns intent expressed in a message into a followable commitment and reduces the risk that work disappears between people.
Quotes and Contracts
Quotes and Contracts helps prepare and follow a commercial offer alongside its approval flow and customer context. The team can see more clearly which version was sent and which step is still pending.
Pre-Accounting
Pre-Accounting helps keep quotes, invoices, and operational finance information next to the customer process. The team can more easily see which document, collection step, or record is missing in commercial follow-through.
Prospecting
Prospecting helps connect target-account and potential-customer research to the sales team's working flow. The team records the assumption that someone may be a fit together with its source and next step.
SEO Workspace
SEO Workspace helps review technical visibility and content improvements in a followable working rhythm. The team can separate observation, recommendation, and completed change to make healthier decisions.
Creative Intelligence
Creative Intelligence helps compare creative assets and performance signals in the same evaluation context. The team can discuss not only what was clicked most, but which message worked for which objective and period.
Ads Automation
Ads Automation is used to bring defined performance signals and controlled actions into the same decision loop. The team can follow which rule changed what and why it was reviewed.
GEO Visibility
GEO measures, separately, whether AI assistant answers mention your brand and whether they cite your domain as a source. The questions, engines and brand set you track are collected in one panel.
Apps & Site Studio
Apps and Site Studio let you build internal apps and customer-facing pages on top of your CRM data without code. Every save leaves a version, publishing goes through review, and you choose explicitly which records an app may touch.
Construction CRM
Construction CRM keeps project, block and unit inventory in the same record chain as payment plans, progress payments, procurement and site reports. The sales showcase and the buyer portal run on that same data.
Find the right starting point in industry guides
Industry guides start with the customer request, ownership and follow-through context in that field—not an unverified product promise.
All Industries
Industry guides start with the customer request, ownership and follow-through context in that field—not an unverified product promise.
Construction CRM
A guide for project handoffs, customer requests and accountable follow-through.
E-commerce CRM
A guide for order questions, customer handoffs and post-sale follow-through.
For teams working from the same customer context
Sales, marketing, customer success and operations can move through the same record with their own responsibilities.
Sales Teams
Keep the lead, owner, stage, and follow-up on the same record.
Review priority signals together before deciding the next outreach.
Review the opportunity, quote, and customer context in one working view.
Run pipeline reviews from current records and loss reasons.
Marketing
Keep campaign context, lead source, and next step visible together.
Connect only authorized channels and integrations to the customer record.
Review attribution signals together with source and data quality.
Make consent rules and follow-up ownership explicit in the workflow.
Customer Success
View customer conversations from supported channels in a shared context.
Agree on team rules for assignment, labels, and resolution status.
Use knowledge context to prepare a reply; keep a person in control of sending it.
Review unanswered and unowned conversations on a regular rhythm.
Operations + IT
Review organization permissions and sign-in methods in the security center.
Use APIs, webhooks, and integrations only through authorized configuration.
Review sessions and security events with the accountable owner.
Confirm plan and add-on availability in pricing and settings.
Questions that matter when choosing features
Short answers to clarify plans, access and use boundaries before you decide.
Does the Free plan include every module?
The Free plan covers the core CRM experience. Some advanced modules are add-ons, and user, storage, or usage limits vary by plan; see the pricing page for the current comparison.
How do plan and channel-provider fees work?
Rocketly plan and add-on scope is shown on the pricing page. Connected channel providers may have their own permission, template, or fee rules; confirm the provider’s current terms before use.
What are AI Assistant answers based on?
AI Assistant can help prepare a reply from information defined by your team and permitted customer context. Human approval and the final decision remain with the user for commercial, legal, and sensitive customer decisions.
Can I use Rocketly on a phone?
Rocketly can be used in a current phone browser. Visible modules and available actions depend on the device, browser, plan, and your organization’s configuration.
Try all of it with your own data
The core of every module on this page is open on the Free plan. No credit card, setup takes minutes.
The Right Plan for Your Business
Monthly
Free
$0
/month
Basic CRM features
Sales Pipeline
Gemini AI support
Email notifications
Starter
$29
$25
/month (Billed yearly)
All Free features
Unified Inbox
Sales Pipeline
Lead Scoring
Excel/CSV Export
Professional
$79
$66
/month (Billed yearly)
All Starter features
Visual Workflow Builder
WhatsApp Personal Integration
All AI engines (Claude, GPT-4, Groq)
Workflow Templates (12+)
Business
$199
$166
/month (Billed yearly)
All Professional features
AI Chatbot Agents
Multi-Agent Routing
Knowledge Sources (25)
AI Training Interface
Construction CRM
$950
$792
/month (Billed yearly)
All Business features
Construction CRM Module
Unit & Block Management
Payment Plans & Installments
Auto Contract Generation