Product questions and reseller applications both arrive, just never on the same record.

Rocketly is the layer that runs customer communication, product advice and the reseller enquiry process: questions from connected channels attach to a customer record, reseller applications move through their own pipeline, the campaign source is written to the record and replenishment follow-up is configured. Your e-commerce platform, ERP and statutory accounting keep doing their own job alongside it.

Yes. Connected sources such as Instagram DM and story replies, WhatsApp Business, a personal WhatsApp line, Facebook Messenger, Telegram, email, SMS 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.

You build a sales process for resellers that is separate from retail customers, naming stages such as Application, Screening, Price List, Sample, Contract and First Order the way your business actually works. Each application’s owner, region and waiting time appear on the board, and lead scoring lets you order the queue by volume and regional priority.

Webhook connections are available for Shopify, ikas and WooCommerce, so order and form events reach the CRM and attach to the relevant customer record. Rocketly does not run order fulfilment, shipping or warehouse operations; those stay in your e-commerce platform and with your logistics partner. The CRM side holds conversation history, segments and follow-up flows.

Yes. Records gathered in store or at an event import from CSV, Excel, VCF and Google Sheets and match against existing records on fields such as phone and email. The same person’s online and in-store history then sits on one card, so returns and satisfaction conversations run on a single history instead of being split.

AI produces assisting output only: conversation summaries and reply drafts based on your knowledge base. It makes no skin assessment, no allergy or product safety call, and writes no regulated claim copy. Your advisor gives the final recommendation, and review of customer-facing content along with sending authorization stay with your team.

Workflow Builder ships with 55 templates and offers 46 trigger types. You build a segment from last order date and product group, then define a flow that prepares a reminder draft and a follow-up task once your chosen period has passed; the team still decides whether to send.

No. The ERP, e-commerce platform, warehouse software and statutory accounting stay in their own systems; Rocketly manages enquiries, the reseller process, conversation history and campaign tracking. Inventory and Pre-Accounting are available as add-ons for internal records and reporting, and they do not open a live stock link to a store till.

Yes. There is a permanently free plan and no credit card is requested. AI features, advanced workflow steps, Marketing Hub and some channel connections sit in paid plans; the pricing page shows which feature belongs to which plan. Brands usually start with one channel and the reseller form, then expand as volume grows.