The cars are on the lot and the enquiries keep coming, but the follow-up lives in someone’s phone.

Rocketly is a CRM layer for buyer communication and the sales process: enquiries from connected channels attach to a customer record, the vehicle of interest is matched to a stock card, test-drive and appraisal appointments are planned, and offer and trade-in steps get their own stages. It is not a replacement for your dealer management or accounting software, or for registration paperwork; it works alongside them as the communication and follow-up layer.

There is no built-in integration with vehicle listing marketplaces, and we do not claim otherwise on this page. You attach listing-driven requests to a record in three ways: manual entry by the salesperson, bulk import from CSV/Excel or Google Sheets, or a webhook you build on your own side. Because the source field is filled on every record, you can still report on which listing turned into a conversation.

Yes. Connected sources such as WhatsApp Business, a personal WhatsApp line, Instagram DM and story replies, Facebook Messenger, Telegram, email and the web chat widget appear in the same inbox. Rocketly supports 12 channel types in total; which ones you can open depends on your account configuration and plan. The same buyer writing from two channels still merges into one record.

You build the trade-in intake form with Form Builder: make, model, year, mileage, damage declaration and photo fields collect in one place. The submission lands on the customer record, the workflow you defined moves it to the appraisal stage and opens the booking task. The appraisal result and the trade-in figure are noted on the record and used when the offer is built. The real value of the car comes from the technical inspection; the software does not appraise it.

Workflow Builder ships with 55 templates and offers 46 trigger types. Vehicle preparation, licence verification, appointment reminders and post-drive follow-up can all be built on that structure to match how your floor works. Message content and send approval are configured according to your dealership policy.

Rocketly is not the decision maker in a finance application. On the record you keep which institution the buyer was referred to, which documents were requested, what is missing and which step is pending, as tasks — so the process stays visible when the salesperson is away. The outcome, the rate and the approval timeline belong to the bank or finance house, and this page makes no promise about them.

No. AI produces assisting output only: reply drafts based on your knowledge base, summaries of long negotiation threads and tag suggestions. It does not appraise a vehicle, read value out of a damage record or state a final selling price. Pricing and the trade-in figure are the dealership’s decision, and final review plus sending authorization stay with your team.

Yes. Bulk import runs from CSV, Excel, VCF and Google Sheets, mapping name, phone, email, segment of interest and custom fields. On the stock side you map plate, make, model, year and mileage to your own column headings. Checking the mapping with a sample file before the full import is recommended.

Yes. There is a permanently free plan and no credit card is requested; there is no trial window that closes your account. AI, advanced workflows, the inventory add-on and some channel connections sit in paid plans; the pricing page shows which feature belongs to which plan.