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Pharmacy

There is a queue at the counter, and a longer one waiting on WhatsApp.

Rocketly gathers stock enquiries, dermocosmetic consultations and corporate orders from WhatsApp, Instagram DM, email and web forms into a single customer record. Your pharmacy management software keeps handling stock and sales.

Where Customer Questions Scatter in a Pharmacy

Stock questions arrive on WhatsApp, skincare questions on Instagram and corporate orders by email — each on a different phone and with a different person.

A customer on long-term medication who is not reminded simply walks into another pharmacy; nobody keeps a list of who is due and when.

Dermocosmetic advice takes real time at the counter but nothing follows it; the customer who tried the product is never contacted again.

Order history for care homes, clinics and companies lives on individual phones, so context disappears the moment a shift or holiday changes.

Because nobody measures which local campaign or post actually brings people through the door, the promotion budget is spent on instinct.

Which Channels Pharmacy Customers Write From

WhatsApp Business

Stock questions, holds and collection confirmations mostly arrive here; reminders are scheduled with approved template messages.

WhatsApp Personal Line

Many pharmacies message neighbourhood customers from a personal number. That line can be connected too, so busy-day messages stay in one list.

Instagram DM and Story Replies

Customers who see dermocosmetic and skincare posts usually ask by DM; story replies land in the same conversation.

Email and Corporate Requests

Care home, clinic and company lists arrive by email; attached to a request record, delivery and invoicing continue on one history.

Web Form and Chat Widget

A product enquiry form and live chat turn a site visitor directly into a customer record, separated by request-type tag.

Map and Search Messages

Messages from map profiles and out-of-hours searches land with their source, so you can see which channel turns into a visit.

What Rocketly Takes On in Your Pharmacy’s Daily Flow

Collect Customer Messages in One Inbox

WhatsApp Business and personal line, Instagram DM and story replies, Facebook Messenger, Telegram, email, SMS and web forms — the sources your pharmacy connects appear on one screen. Rocketly supports 12 channel types; the pharmacy decides which stay open.

Turn a Stock Question Into a Tracked Request

"Do you have this in stock?" becomes a record, gets assigned to a person and stays visible until it closes. Staff check availability in your pharmacy software and answer; Rocketly does not read till or stock data from that system on its own.

A Refill Rhythm for Long-Term Medication

Drip sequences plan reminders for regular-use groups such as blood pressure, diabetes and thyroid medication. The pharmacist approves the wording, and you can choose a neutral reminder that never names a medicine.

Follow Dermocosmetic Advice as a Process

Skin type, the product used and your recommendation notes stay on the customer card. A follow-up task opens for whoever tried the product, and the repurchase window is listed as a segment.

Give Corporate and Bulk Orders a Stage

Track care home, clinic and company requests through Request → Preparation → Delivery → Invoice. Use the quote and invoice modules to share the item list as a PDF and follow approval status from the record.

Put Appointment Services on a Calendar

Set a shareable booking page for skin analysis, measurement services and consultation slots; appointments sync with Google Calendar and reminders go out with pharmacy approval.

Role-Based Access

Use roles to limit which records and conversations assistants, technicians and pharmacists can see, and close prescription-related threads to a narrow role. Activity history is retained.

Channel and Request-Type Reports

With 38 ready-made report types, evaluate with your own data which channel brings corporate orders and which advice topic brings customers back.

Ready to bring the customer communication you connect into one shared workspace?

Configure your process, team and connected sources at a pace that fits your operation.

What AI Makes Easier in a Pharmacy — and What It Stays Out Of

AI can prepare drafts and summaries from conversation context; your team decides what is shared with customers.

Drafts Process Replies

Produces a draft from your knowledge base for recurring questions about hours, duty days and corporate order steps; staff edit it and decide whether to send.

Summarizes Long Threads

Summarizes a corporate thread spread over weeks so the team sees the context at shift handover without rereading it.

Helps Classify the Request

Suggests a request-type tag — availability, dermocosmetic or corporate — from the conversation context; the team confirms the tag.

Gives No Medication or Dosage Advice

AI recommends no medicine, states no dose or substitute, interprets no interaction and assesses no prescription. All of those questions route to the pharmacist.

How a Pharmacy Request Moves Step by Step

01 · CONTROLLED HANDOFF

Bringing order to a WhatsApp stock enquiry

01

A customer writes "do you have this, can you hold one for me?" The message lands in the inbox and a customer record opens.

02

AI drafts a reply from the knowledge base covering hours and process; staff edit it, confirm availability in the pharmacy software and send the answer.

03

The record moves to Preparation, the person holding the item is assigned and a collection note is written on the record.

04

If the customer does not arrive, a reminder task opens after the interval you set, so a held item is not forgotten on the shelf.

05

The request-type tag reaches the reports, showing by channel which product groups get asked about but not collected.

Reminding a long-term medication customer on a rhythm

Customers tagged by regular-use group are listed as a segment.

The follow-up sequence prepares a neutral reminder draft that names no medicine; the pharmacist approves the wording and the contact list.

Customers who reply move to the preparation stage; the rest become a second-contact task.

The refill rhythm is tracked in your own report, broken down by channel and use group.

Turning dermocosmetic advice into a second visit

After the counter consultation, skin type, the recommended product and usage notes are written on the customer card.

A follow-up task opens near the end of the product cycle; the pharmacist approves the content.

The customer shares feedback or a new question in the same conversation, so the thread stays in one history.

Advice topics that lead to a repurchase separate out in the report, informing how you plan the display shelf.

Following a corporate bulk order through to delivery

A list from a care home or clinic opens as a single request record with a corporate tag.

The item list is built in the quote module and shared as a PDF; view and approval status are followed from the record.

After approval the record moves to Preparation, with an owner and a delivery note assigned.

The invoice record attaches to the same request after delivery, and a reminder is planned for the recurring order cycle.

Reminder and Follow-Up Flows You Can Build for a Pharmacy

Use these examples to discuss triggers, owners and review points before configuring your own process.

Intake and Ownership for a Product Request

So a stock enquiry from a connected channel never sits unowned

1

Trigger: a new conversation opens on a connected channel.

2

Condition: if the message carries a product-request tag, route it to the right staff member.

3

Action: move the record to Preparation, assign an owner and prepare a reply draft.

4

If no reply goes out within your chosen interval, notify the pharmacist.

Long-Term Medication Refill Reminder

A plan aimed at keeping contact with the regular-use group

1

Trigger: the interval you set has passed since the last collection.

2

Condition: the customer is in the regular-use segment and contact consent exists.

3

Action: prepare a neutral reminder draft that names no medicine; the pharmacist approves wording and list.

4

If there is no reply, open a second-contact task and keep the record in the segment.

Corporate Order Approval Follow-Up

So a quoted corporate request is not forgotten while waiting

1

Trigger: a quote is shared on a corporate request.

2

Condition: no approval or reply has arrived within the interval you set.

3

Action: open a follow-up task for the owner and surface the record on the waiting board.

4

After approval, move the record to Preparation and request a delivery note.

Services a Pharmacy Can Connect

Connect native channels directly, or use a webhook for an existing tool — each card makes Rocketly’s role clear.

WhatsApp Business API

Native connection

Customer threads, template messages and refill reminder planning

Instagram DM (Meta)

Native connection

Attaching questions from dermocosmetic posts to a record

Email (IMAP/SMTP)

Native connection

Keeping corporate order threads on the request record

Google Business Profile

Link / manual flow

Map and out-of-hours search messages arriving with their source

Google Calendar

Native connection

Syncing skin analysis and consultation appointments with the team

Google Sheets (Import)

One-time import

One-time transfer of existing customer and corporate account lists

Where to Start Setting Up in a Pharmacy

Use these steps to review your process, responsibilities and permissions before going live.

1

Define the pharmacy profile and the team

Create pharmacist, assistant and technician users; use roles to limit who sees which customer record and conversation.

2

Build the request stages and tags

Name the Request → Preparation → Delivery → Invoice flow and define request-type tags such as availability, dermocosmetic and corporate.

3

Connect your channels

Start with the channel that brings the most messages — for most pharmacies WhatsApp — then add Instagram DM and place the product enquiry form on your site.

4

Fill the knowledge base within pharmacy limits

Write opening hours, duty rota, service scope and corporate order steps. For medicine, dose and substitute questions, define a referral to the pharmacist.

5

Build and test the first three workflows

Try product-request routing, refill reminders and corporate approval follow-up on sample records before opening them to live customer communication.

6

Set reports and clarify the system boundary

Open channel and request-type reports. Pharmacy management software, medicine tracking and prescription reimbursement keep running in parallel; Rocketly is the communication and follow-up layer.

The Rocketly Capacity a Pharmacy Can Use

0

Channel types where pharmacy customers write

0

Templates for medication refill reminders

0

Report types covering requests and advice

0

Interface languages for tourist customers

The operational examples on this page are not guaranteed outcomes. What is available and how it performs depend on your process, connected sources, permissions and team use.

Pharmacy CRM — Frequently Asked Questions

Rocketly is a CRM layer for pharmacy customer communication and requests: stock enquiries, dermocosmetic consultations and corporate orders from connected channels attach to a customer record, preparation and delivery stages are tracked, reminder routines are configured and the process becomes reportable. It does not replace your pharmacy management software, medicine tracking system or prescription reimbursement flow; it works alongside them as the communication and follow-up layer.

No. Stock and sales records stay in your pharmacy management software, and Rocketly does not read till data from it on its own. A customer asking "do you have this product?" opens a tracked request, gets assigned to a member of staff and stays visible until it closes. Staff check availability in the pharmacy software and answer, and that answer is written into the same conversation. Over time this turns unmet product enquiries into reportable information.

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. At shift handover the team sees the same history.

No. AI produces assisting output only: conversation summaries and reply drafts based on your knowledge base. Every question about a medicine, dose, substitute or interaction is routed to the pharmacist; AI gives no medical direction and does not interpret a prescription. It is recommended that your knowledge base holds only non-clinical content such as opening hours, service scope and process steps. Final review of customer-facing text and sending authorization stay with your team.

Workflow Builder ships with 55 templates and offers 46 trigger types. For customers tagged by regular-use group, you plan a reminder as the refill window approaches: a trigger, a condition (contact consent exists) and an action (message draft, task or notification). The pharmacist approves the wording and the send, and a neutral reminder that names no medicine is often preferred.

Access is role-based: you define which records, conversations and reports assistants, technicians and pharmacists can see. Prescription-related threads can be closed to a narrow role. The infrastructure is built to operate in line with data protection requirements and activity history is retained. Deciding which health data never enters this layer at all remains with your pharmacy, and working with the minimum necessary data is the usual choice.

Yes. Customer segmentation separates corporate records such as care homes, clinics and companies from walk-in neighbourhood customers, and you define different process stages and reminder intervals for each. Corporate requests document the item list through the quote and invoice modules, while neighbourhood customers lean on dermocosmetic advice and refill reminders. Reports show the two groups apart.

Yes. Bulk import runs from CSV, Excel, VCF and Google Sheets, mapping name, phone, email, segment and custom fields. Checking the mapping with a sample file before the full import is recommended. You decide which fields travel: contact and request information usually moves, while health data such as prescription detail is commonly kept out of this layer entirely.

Yes. There is a permanently free plan, no credit card is requested and there is no trial-period concept. AI, advanced workflows and some channel connections sit in paid plans. The pricing page shows which feature belongs to which plan, and you can start with the WhatsApp line alone, then add channels and flows as the pharmacy settles into the routine.

Pharmacy

Make Your Pharmacy’s Customer Traffic Visible

Keep the question, the owner and the next step in one workspace.

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