Plenty of people look at the window, yet nobody knows where each engagement enquiry stopped.

Rocketly is a CRM layer for the customer communication and order flow of a jewelry store: wedding band, solitaire, bespoke and repair enquiries from connected channels attach to a customer record, order stages are tracked, handover and reminder follow-up is configured, and the process is reportable. It does not take over your till software, your stock and fineness tracking system or your invoicing side; it works alongside them as the communication and follow-up layer.

No. Rocketly is not a price feed or a market screen and pulls no live gram, fineness or workmanship data. Your team reads the current figures from its own source and writes them into the knowledge base text. The practical benefit is consistency: everyone in the store answers from the same up-to-date copy, so a customer does not hear different numbers from different advisers, and what was said stays on the record.

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. Rocketly supports 12 channel types in total; which ones you can open depends on your account configuration and plan. When several advisers write, the same screen shows who owns which couple.

Yes. On the sales pipeline you build your own stages for bespoke work: sketch, wax model, casting, stone setting, polishing and handover. Each stage carries an owner and a target date, and interim images are uploaded to the same record. When the customer calls, the team answers from the record instead of phoning the workshop; each stage change prepares an update draft and the adviser decides to send it.

Access is role-based: you define which user sees which records, conversations and reports. Sensitive orders can be limited so that only the assigned adviser and a manager can open them. The infrastructure is built to operate in line with data protection requirements and activity history is retained; decisions about internal permissions and retention periods belong to your business.

Yes. Workflow Builder ships with 55 templates and offers 46 trigger types. You can build a flow that opens a task for the owner when a repair record is marked ready, prepares an update draft for the customer, and creates a second-contact task if the piece is not collected within your chosen interval. The wording and the sending decision always stay with your team.

No. AI produces assisting output only: conversation summaries and reply drafts based on your knowledge base. It does not calculate or derive figures; it uses only the current copy your team wrote into the knowledge base. Final pricing, workmanship and handover terms are decided by the adviser. Final review of customer-facing content and sending authorization always stay with your team.

Yes. Bulk import runs from CSV, Excel, VCF and Google Sheets, mapping name, phone, email and custom fields such as ring size, preferred model and special dates. A notebook or a till export can be turned into a table and brought in. Checking the field mapping with a small sample file first is recommended so duplicate records do not appear.

Yes. There is a permanently free plan and no credit card is requested. You can start with the inbox, customer records and a basic order board. AI reply drafts, advanced workflows, the quote and contract modules and some channel connections sit in paid plans; the pricing page shows which feature belongs to which plan.