Your store gets product questions every day, but nobody knows which branch replied.

Rocketly is a CRM layer for store communication and enquiry flow: product questions, click-and-collect and hold requests from connected channels attach to a customer record, branch ownership is defined, loyalty segments are built and the process becomes reportable. It does not take over the work of your till software, ERP or statutory ledger; it runs alongside them as the communication and follow-up 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.

No. Rocketly does not connect to your till software to read instant quantities; availability moves on what the branch team writes into the record. Inventory Management is a separate add-on product with its own item, variant and movement log — not a live mirror of your till program. Your store software keeps running in parallel while Rocketly handles the customer communication side.

The request becomes an opportunity record with stages you define yourself: Enquiry → Availability Check → Reservation → Handover. Which item is held in which branch and for whom, the arrival time and the hold period all live on one card. When the period ends, a task opens for the owner; whether the item goes back on the shelf remains a decision for your store policy.

Segmentation follows RFM logic: recency, frequency and monetary value are evaluated together to build segments. You can add the customer health score and your own tags on top. VIP shoppers, regulars and lapsed customers therefore sit in separate lists, and you define a different contact plan for each one of them.

You do. AI only produces assisting output: the announcement draft, a segment description and conversation summaries. The final wording, the send list and the sending approval stay with your store team. In Workflow Builder you define when the announcement is scheduled and which approval step it passes through; nothing you did not configure reaches a customer.

Yes. You define a team, an owner and a goal for each branch, and role-based access can limit a branch to its own records. Which branch received an enquiry, who handled it and how long it waited are answered on the board and in reports with a branch breakdown. The team leaderboard lets you compare stores on the same measure.

Yes. Bulk import runs from CSV, Excel, VCF and Google Sheets, mapping name, phone, email, branch and custom fields. You can carry your loyalty programme customer code across as a custom field. Checking the mapping with a sample file before the full import is recommended, so duplicates and wrong segments do not appear later.

There is a permanently free plan and no credit card is requested; there is no trial that expires and locks you out. AI features, advanced workflows and some channel connections sit in paid plans. The pricing page shows which feature belongs to which plan, so you can size the user seats against the number of stores you run.