Move enquiries keep coming, but survey, quote and moving day live in separate books.

Rocketly is a CRM layer for enquiries and customer communication: home and office move requests from connected channels attach to one record, the survey appointment goes on the calendar, floor and lift details are captured, an itemised quote is prepared and its approval tracked, moving day is planned as tasks, and later complaints are followed until closed. It does not replace your fleet or dispatch software.

In the quote module you write transport, packing materials, dismantling and reassembly, external lift and storage as separate items and collect units and totals in one document. It is shared as a PDF through a customer-specific link, and view and approval status are tracked from the record. The price decision is made by your firm after the survey; Rocketly records it and keeps revisions as separate versions.

The survey opens from the enquiry record and syncs two ways with Google Calendar, and a shareable booking page lets the customer pick a time. Floors, lift availability, street width and parking access at both addresses are gathered in advance through the enquiry form and written onto the record. Survey photos and the inventory list attach to the same record, so the quote is not built on partial information.

Yes. For each job you open tasks carrying the crew lead, meeting time, address notes and warnings for special items such as a piano or a safe, and the task list reads as that day’s plan. The crew reports loading, transit and unloading through task status and can attach photos. Vehicle maintenance, fuel and dispatch optimisation stay in your fleet software; Rocketly holds the customer side of the job.

No. Rocketly is not a vehicle-tracking or fleet-management system; it does not show where a truck is and does not optimise routes. Moving-day progress is reported through the job record instead: starting and closing tasks, status notes, photos and the handover sheet. That gives the office a clear view of where each job stands. If you need location tracking, it has to run in a separate fleet solution.

Approved jobs land on the calendar with their move date and are listed by date on the board, so month-end and weekend pressure becomes visible. Workflow Builder ships with 55 templates and offers 46 trigger types, so you can build flows that open crew tasks once a date is confirmed and send a confirmation reminder the day before.

When a report comes in you open a complaint task attached to the same job record; the owner, damage photos, the handover sheet and survey images collect in one place. Resolution steps and insurance correspondence are noted on the record, and the final check on the reply to the customer stays with your team. Open records are surfaced on the board and tracked by job type in reporting, so recurring problems become visible.

The interface is available in 3 languages — Turkish, English and Russian. You run the customer thread in the language you choose, note the conversation language and time zone on the record, and plan survey and moving-day appointments accordingly. Conversation summaries let the team pick up context without rereading; customs and freight paperwork stay in your own processes.

Yes. There is a permanently free plan and no credit card is requested; there is no trial-period concept. Core capabilities such as the unified inbox, enquiry records, stages and task management are available on it. AI features, advanced workflows and some channel connections sit in paid plans; the pricing page shows which feature belongs to which plan.