Dealer orders get agreed on the phone, then nobody knows where the quote sits.

Rocketly is a CRM layer for dealer communication and the pre-order process: enquiries from connected channels attach to an account record, the price list and discount tier live on that record, quotes get built and revision rounds tracked, and payment-term reminders open as tasks. Your warehouse management software and ERP keep running in parallel; Rocketly sits beside them as the communication and sales follow-up layer.

Yes. Custom fields on each account hold the price list, discount tier, payment terms and territory, and the quote builder reads them from the record. Role-based access limits which rep can see which tier, so pricing is not exposed to the entire team. When a list changes, the current tier stays on the record, which keeps the field from quoting off an outdated sheet.

Rocketly does not maintain a real-time quantity link with your warehouse software, ERP or till system. Inventory Management is a separate add-on inside Rocketly that works from its own records, and you can bring existing lists in through CSV, Excel or Google Sheets. Confirming the current quantity from your core system at order time stays part of the sales team’s workflow.

Yes. The quote module produces line-by-line PDFs, copies recurring quotes and provides quote analytics. You share it through a dealer-specific link, and views, revision rounds and the validity date stay visible on the record. An approved quote can be converted into an invoice record, and if a contract is needed, the Contracts module attaches it to the same account.

The Pre-Accounting add-on keeps invoices, payments and account movements in the same workspace, and a reminder task opens against the due date. It is a pre-accounting layer: statutory ledgers, tax filings and your accountant’s process continue on their side. e-Fatura and Paraşüt connections let you tie the document flow to the setup you already run.

Yes. WhatsApp Business, a personal WhatsApp line, email, Telegram, SMS, the web dealership form and the chat widget all land in the same inbox once connected and match against the account record. Rocketly supports 12 channel types in total; which ones open depends on your account configuration and plan.

Customer segmentation (RFM) builds lists by last purchase date, purchase frequency and revenue size, while customer health scoring flags accounts whose conversation traffic is thinning. Filter by territory, product group and price list to produce the call list, open a task per row, and report the outcome from the same records afterwards.

Yes. Conversations, quotes, visit notes and tasks live on the account record rather than on someone’s phone. When a rep changes, you reassign the owner, and the AI conversation summary lets whoever takes over see the context without reading the whole history. Role-based access and the activity log keep it traceable who viewed and changed which record.

There is a free plan with no time limit and no credit card required; it is enough to trial the shared inbox, account records and the quote flow with a single territory. AI output, advanced workflows, the Inventory Management and Pre-Accounting add-ons and some channel connections sit in paid plans. The pricing page compares what belongs to each plan.