Your consulting firm is busy, yet nobody can say where each proposal stands.

Rocketly is a CRM layer for enquiry flow and client communication: requests from connected channels attach to one client record, discovery calls land on the calendar, scope memos and proposal versions are stored, engagement phases run as tasks after signature, and retainer renewals sit behind reminders. It does not replace your analysis tools, your presentation software or your accountant; it works alongside them as the enquiry, proposal and relationship layer.

The discovery call is scheduled from the client record and syncs two ways with the consultant’s Google Calendar; a shareable booking page lets the prospect pick a slot themselves. The meeting bot produces the recording, transcript and summary, and all three attach to the same client record. When the scope memo is written, what was actually said sits in one shared history rather than in individual notebooks.

Yes. The quote module collects workstreams, day counts and fee lines into one document that you share as a PDF through a client-specific link, and view and approval status are followed from the record. When a client narrows the scope or adds a request, a new version is prepared and the previous one stays in history. That way the scope discussed on a given date is not open to argument, and the change-order conversation rests on a record.

You keep the contract end date as a field on the client record and define a workflow that counts back from it: a trigger (the end date approaches), a condition (the account is active and the health score is under your chosen threshold) and an action (a preparation task for the partner, a summary notification for the lead). Workflow Builder ships with 55 templates and 46 trigger types, so you set the renewal rhythm to your own contract structure.

You build the guide, checklist or webinar registration form in Form Builder; the submission becomes a record with its source tag and fires the workflow you defined. A drip sequence then plans a short follow-up series tied to the downloaded asset — the team approves the wording and the send list. Lead scoring helps you order which records look ready for a discovery call, and a consultant makes the call on who to invite.

Yes. Access is role-based: you define which user sees which client records, proposals, conversations and reports. Opportunities are assigned to a responsible consultant, and the team leaderboard and goals let each partner follow their own line. On confidential engagements you can limit access to the project team and keep activity history retained; decisions about permissions and retention periods belong to your firm.

After a proposal is approved you can open an invoice record, schedule recurring retainer invoices and follow payment status from the client record; the Pre-Accounting add-on goes further into that tracking. It is not a statutory ledger, a tax-filing tool or a payroll system. Your accountant and accounting software keep running in parallel; Rocketly is the commercial tracking layer that keeps the information going to them tidy.

You can use the interface in 3 languages: Turkish, English and Russian. You run client correspondence in whichever language you choose, note the conversation language and time zone on the record, and plan discovery calls and interim presentations accordingly. Conversation summaries let the team pick up context without rereading long threads; the firm decides which language proposals and contracts are drafted in.

A permanently free plan exists, no credit card is requested and there is no trial-period limit. You can bulk import your existing client and contact list from CSV, Excel, VCF or Google Sheets, mapping name, company, phone, email and custom fields; checking the mapping with a sample file first is recommended. AI features, advanced workflows, the meeting bot and some channel connections sit in paid plans.