Trial-session enquiries keep arriving, but nothing records who actually joined.

Rocketly is a CRM layer for membership sales and member communication: enquiries from connected channels attach to a member record, stages from trial session through membership to renewal are tracked, PT packages and freeze requests are followed, and the process is reportable. It does not replace your turnstile access system, club management software or till application; it works alongside them as the sales and communication layer.

Yes. Connected sources such as WhatsApp Business, a personal WhatsApp line, Instagram DM and story replies, 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 define trial sessions, group classes, club tours and PT sessions as separate service types, each with a duration, capacity and available hours. The prospect picks a slot from a shareable booking page, the appointment syncs with Google Calendar, and a pre-class reminder is planned with a workflow. Message content and send approval are configured according to your club policy.

Workflow Builder ships with 55 templates and offers 46 trigger types. On that structure you can build flows that open a renewal task as a membership end date approaches, follow a prospect sitting on an offer, and plan a second contact for members who do not respond, all with your own intervals.

A freeze request moves from the conversation onto the member record: start date, duration and reason are kept as custom fields. A task and reminder are planned for the freeze end, a responsible advisor is assigned, and a welcome-back draft is prepared as the return date approaches. Frozen memberships appear in their own list so nobody falls off the calendar.

Attendance reaches the record three ways: the completion status of a class booking, an attendance note entered by the team, or data imported by CSV from your club management software. There is no live feed from turnstile or card access systems. Based on what is recorded, members absent for your chosen period are listed as a segment and a contact task opens.

PT packages open as opportunity records holding the package type, total sessions, used sessions and end date. As the trainer marks sessions off, the remaining count updates, and when your chosen threshold is reached a renewal task opens. The package quote can be prepared as a PDF and shared through a member-specific link.

Yes. Bulk import runs from CSV, Excel, VCF and Google Sheets, mapping fields such as name, phone, email, membership type, start date and end date. Checking the mapping with a small sample file first is recommended, and renewal segments can then be built from the end dates in a single pass.

Yes. There is a permanently free plan, no credit card is requested and there is no trial-period concept. AI features, the advanced workflow structure and some channel connections sit in paid plans. The pricing page shows which feature belongs to which plan, so you can start with one site and add users as you open new clubs.