Enrolment season is busy, but nobody knows who replied to which parent.

Rocketly is a CRM layer for enrolment enquiries and parent communication: requests from connected channels attach to a student record, trial-lesson and parent-meeting stages are tracked, instalment and renewal reminders are scheduled, and the process is reportable by branch. It does not replace your student information system, attendance or report-card modules; it works alongside them as the enquiry and communication layer.

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, and each message attaches to the relevant student or prospect record. Rocketly supports 12 channel types in total; which ones you can open depends on your account configuration and plan.

You define available slots per instructor, class and branch in the appointment module, and the parent picks one from a shareable booking page. Appointments sync with Google Calendar, and a pre-lesson reminder is planned as a workflow. The wording and the send approval are configured according to your policy, so content passes through your team.

Workflow Builder ships with 55 templates and offers 46 trigger types. You can build end-of-term renewal conversations, post-trial follow-up and second contact for families still deciding, all on your own calendar. Your team approves each reminder draft before it goes out.

You document the fee and the instalment plan in the quote and invoice modules, schedule a reminder task and message draft before each due date, and notify the finance owner if a payment slips. Rocketly does not keep statutory ledgers, file tax returns or run payroll; collection and accounting records stay in your existing setup.

You define a user group, an owner and a board for each branch, and enquiries route to the branch they belong to. Head office compares every branch in a single report while a branch manager sees only their own records. You set that split through role-based access settings rather than a fixed hierarchy.

Access is role-based: you define which user sees which student records, conversations and reports. The infrastructure is built to operate in line with data protection requirements and activity history is retained. Where the student is a minor, obtaining contact consent and setting retention periods remain your institution decisions; Rocketly gives you the structure to apply them.

Yes. Bulk import runs from CSV, Excel, VCF and Google Sheets, mapping name, parent phone, email, level and branch as custom fields. Checking the mapping with a small sample file first, and merging duplicate records afterwards, is the safest order for a busy enrolment period.

Yes. There is a permanently free plan and no credit card is requested. AI features, advanced workflows and some channel connections sit in paid plans; the pricing page shows which feature belongs to which plan, so you can try it in one branch before rolling it out across the institution.