Your SaaS gets sign-ups, but activation and renewal go untracked.

Rocketly is a CRM layer for the commercial process that runs from a demo or trial request to a renewed subscription: requests from connected channels attach to an account record, stages and onboarding tasks are tracked, renewal and upsell follow-up is configured, and the process is reportable. It does not take over from your product analytics, your subscription billing stack or your product database; it works alongside them as the communication and revenue-process layer.

Yes. Connected sources such as the website form, the live chat widget, email, WhatsApp Business, Telegram and Slack appear in the same inbox and attach to the same account record. Rocketly supports 12 channel types in total; which ones you can open depends on your account configuration and plan. Separate touches from one company can be merged onto a single card.

In Lead Scoring you define how many points each field is worth: requested plan, company size, industry, form answers and sign-up source all become score. Product-side usage signals can reach the record through a webhook, a form or a bulk import. Rocketly does not read in-product events on its own; your team decides which signals are sent and where the qualification threshold sits.

You build kickoff calls, data migration, integration testing and team training as a task list, and every step keeps an owner, a date and a status on the record. The stage board shows which account is waiting at which step. You can define a follow-up task or notification for steps that stall beyond your chosen interval, and read the full history from one record after a handover.

Workflow Builder ships with 55 templates and 46 trigger types. For an account approaching its renewal date you can define a preparation task, a notification for the account manager and a draft message for the customer. The team edits the draft and decides whether to send it, and you choose the reminder interval that matches your contract structure.

No. Your subscription billing, collection and payment provider keeps doing its job. On the Rocketly side you get proposals, contracts, invoice records and the Pre-Accounting add-on, which keep the commercial record and bring the renewal conversation onto one screen. The two layers run in parallel, connected through imports and webhooks where you need shared data.

Yes. Requests from live chat, email and connected messaging channels land on the related account record, so sales, customer success and support read the same conversation history. AI summarizes long threads and suggests a topic tag that the team confirms. Recurring technical topics can be passed to the product team as tasks, and role-based access limits who sees what.

Yes. Bulk import runs from CSV, Excel, VCF and Google Sheets, mapping company name, contact, plan, renewal date and custom fields. For a continuous flow you can connect a webhook or Zapier. Checking the field mapping with a small sample file before the full import is recommended, especially for plan and date fields that later drive segments.

There is a permanently free plan and no credit card is requested at sign-up; on the Rocketly side there is no trial-period concept. AI features, advanced workflow structures and some channel connections sit in paid plans. The pricing page shows which feature belongs to which plan, and you can change plan as your team grows.