Production keeps moving, approvals are what jam the agency.

Rocketly is a CRM layer for agency client communication and workflow: feedback from connected channels attaches to a brand record, content-calendar approval stages are tracked, revision rounds and delivery tasks are followed, and the process becomes reportable. It is not a publishing tool and does not schedule posts; it works alongside the scheduler you already use and the platforms’ own studios.

Yes. You build the monthly calendar and scope list with a document template or the quote module and share it through a client-specific link; views and approval status land on the record. Because each post is its own item in a stage, you can read straight from the board which asset is waiting for approval, which came back for revision and how long it has been sitting there.

Yes. Every brand opens as a separate client record, and conversations, tasks, documents and reports attach to it. Role-based access limits which team member sees which brand, so a freelance creator only sees the account they work on. Tags and segments let you filter by brand from a single screen instead of maintaining parallel sheets.

Yes. Instagram DM and story replies, Facebook Messenger, WhatsApp Business, a personal WhatsApp line, Telegram, email and the web chat widget all land in the same inbox once connected. Rocketly supports 12 channel types in total; which line opens for which brand depends on your account configuration and plan.

Advanced Reports ships 38 report types: conversation volume, channel mix, response times, request topics and team load all come from your own data. Connect Meta Ads and Google Ads through Marketing Hub and campaign plus lead-form data arrives on the same board. Organic reach and engagement figures stay in each platform’s own analytics panel.

You open each collaboration as an opportunity or record and turn brief delivery, draft return, edits, publish date and payment approval into tasks. Document templates build the brief and the collaboration agreement, shared through a link whose view status you can see. That way you know which creator is holding which step, and which budget belongs to which brand, from one list.

No. AI only produces supporting output: reply drafts grounded in the brand tone rules in your knowledge base, conversation summaries, email drafts and tag suggestions. It does not publish to a brand account, does not change campaign budgets and does not push crisis-communication copy outward on its own. Final review and the decision to publish stay with the agency team.

You store the contract end date and define a workflow around it: trigger (end date approaching), condition (account still active) and action (preparation task for the account manager). Workflow Builder ships with 55 ready templates. Customer health scoring and RFM segmentation also surface brands whose conversation traffic is thinning out.

Yes. There is a free plan with no time limit and no credit card required; it is enough for a small team to trial the shared inbox and brand records. AI output, advanced workflows, Marketing Hub connections and some channel integrations sit in paid plans. The pricing page compares which capability belongs to which plan before you commit.