Holiday enquiries arrive on every channel, but the option deadline sits in one person’s notebook.

Rocketly is a CRM layer that follows a tour or holiday enquiry from the first message through to the post-trip contact: requests from connected channels attach to a customer record, party size and dates arrive through a form, quotes and option deadlines are tracked, and visa document lists become tasks. Reservation systems and tour operator portals keep running in parallel; Rocketly issues no tickets or vouchers.

Yes. Connected sources such as WhatsApp Business, a personal WhatsApp line, Instagram DM and story replies, Facebook Messenger, Telegram, email 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. Phone enquiries are noted on the same record.

In the quote module you turn hotel, transfer and tour lines into a PDF, share it through a customer-specific link and follow view and approval status from the record. You write the option deadline the supplier gave you onto the file, and you can build a workflow that opens a task for the owning consultant as that date approaches. The deadline itself is always set by the supplier.

The follow-up can: a checklist opens as tasks per traveller, incoming papers are attached to the record, reminder drafts are prepared for missing items and the application appointment goes on the calendar. Acceptance, outcome and processing belong to the consulate and the application centre; Rocketly states no result or timing for them and only makes your own follow-up visible.

Build an enquiry form with Form Builder and share its link in the first reply. Departure city, date range, adults and children, accommodation preference and budget band land straight on the customer record. The submission can trigger a workflow that moves the file to the right stage, adds a destination tag and assigns the matching consultant, so whoever writes the quote does not have to dig through the chat history.

Workflow Builder ships with 55 templates and offers 46 trigger types. You can build departure briefings, transfer reminders, post-trip feedback questions and early-booking contact on that structure, using your own intervals. Message content and send approval are configured according to your agency policy.

Yes. Every file has an owner, so the board shows how many enquiries each consultant is holding and at which stage. Goals and the team leaderboard cover period tracking, and 38 ready-made report types let you evaluate your own data by channel, destination and consultant. The reports measure your agency records only.

Yes. Bulk import runs from CSV, Excel, VCF and Google Sheets, mapping name, phone, email and custom fields such as passport validity notes. Checking the mapping with a small sample file first and cleaning duplicates beforehand is recommended. Export works in the same formats.

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 change plan later as the number of consultants in your agency changes.