A celebration cake order comes in, and the design note stays buried in the chat.

Rocketly is a CRM layer for order enquiries and customer communication: celebration cake and corporate catering requests from connected channels link to one record, the design note and delivery date stay on the same card, deposit status is tracked and the process is reported. Your production planning, recipe costing and till software keep running in parallel.

You open fields on the order card for the reference image, tier count, portions, lettering and colour note, and the image the customer sent is attached to the same record through the media library. The delivery date and time land on the calendar as an appointment and sync with Google Calendar, so the number of orders falling on the same day is visible in advance.

Yes. 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 once connected. Rocketly supports 12 channel types in total; which ones you open depends on your account configuration and plan, and every enquiry links to a customer record.

AI drafts only from the knowledge base you wrote: you define which product contains nuts, milk, egg or gluten. It performs no health assessment and never decides that a product is suitable for a particular person. The final check on any allergen answer stays with the team preparing the product, and the pre-handover checklist task makes that note get read again.

The deposit amount, payment note and date are held as custom fields on the order card. You define a workflow that opens a task for the owner when an order without a marked deposit moves toward production; the reminder is prepared as a draft and the decision to send stays with the business. Rocketly is not a payment institution and does not collect money for you.

Yes. Turn meeting platters, opening-day trays and holiday boxes into deal cards, prepare the line items in the quote module and share them as a PDF link. View and approval status are followed from the record, and a follow-up task opens once your chosen window passes. An approved quote moves into the production plan and the invoice is created from the same card.

No. Production planning, recipe costing and the till stay in your existing systems; Rocketly is the order-enquiry, customer-communication and handover-tracking layer beside them. It does not pull stock or cash data live. It also does not run courier or dispatch operations: the delivery time and address are held on the record while your team plans the transport.

Yes. Build a segment by order date, product group or occasion tag and list customers whose anniversary is approaching. AI writes the reminder as a draft while you edit the product and date details. The recipient list and timing are set with your approval, and a new order record opens for anyone who replies so the conversation continues on one card.

Yes. A free plan is available with no time limit and no credit card required. The inbox, customer records and a basic order board are usable on it, while AI, advanced workflows and some channel connections belong to paid plans. The pricing page shows which feature sits on which plan, and you can upgrade later as order volume grows.