Orders arrive outside the platforms too, yet those customers exist on no list of yours.

Rocketly is a CRM layer for customer communication and direct demand outside the platforms: order and subscription requests from connected channels attach to a customer record, preferences and restrictions stay on that record, renewal and satisfaction follow-up is configured, and the process is reportable. It does not take over delivery-platform dashboards or courier operations; it works next to them.

Marketplace orders keep running in their own dashboards; Rocketly is not an order-dispatch or courier-assignment system. What collects here are direct requests from outside those platforms — WhatsApp, Instagram, your web form and corporate email. That way you can see separately, in your own report, how much work the commission-free direct channel brings.

The physical delivery operation is outside the product scope: there is no courier assignment, route planning or GPS field tracking. The delivery step opens as a task with an owner, and status is followed through the notes your team enters. Your courier crew or the delivery service you work with keeps running in its own system.

You define a workflow around the subscription end date: a trigger (as the package end approaches), a condition (the customer has not paused) and an action (renewal reminder, task or notification). Workflow Builder ships with 55 templates and 46 trigger types; message content and send approval follow your own policy.

Allergens, calorie targets and dietary restrictions are kept as custom fields on the customer card and read from the same place on every order. Menu content in the knowledge base is entered only with kitchen and dietitian approval. AI drafts replies from that source; it gives no nutritional or health advice of its own, and the final check on customer-facing text stays with the team.

Yes. Customer segmentation separates new customers, frequent buyers and lapsed customers, and a different campaign text is prepared for each segment. Drip sequences plan email, WhatsApp and SMS steps, while the team approves the wording and the send list. Which segment actually ordered is then followed in the report.

Address and district information is stored as a tag or custom field, and incoming requests are reported on that breakdown. Requests from outside your delivery zone can be marked too, so you weigh a new neighbourhood against the demand already waiting there. When a zone opens, earlier requests from that district are listed again as a segment.

Inventory Management and Pre-Accounting are offered as add-ons, so you follow ingredient movements and collections through the records you enter yourself. They are not a live till synchronization, an official ledger or a tax filing tool. Your production planning and costing software keeps running in parallel.

There is a permanently free plan and no credit card is requested at sign-up; there is no trial-period concept. AI reply drafting, advanced workflows and some channel connections sit in paid plans. The pricing page compares which feature belongs to which plan so you can scale with your order volume.