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Plans and limits

Rocketly CRM plans

Plan cards show published prices and limits so you can compare the option that fits your organization.

Monthly

Yearly
Annual option

Swipe horizontally to explore plans

Free

Starting point for small teams

$0

Users: 1

Leads: 100

Storage: 1 GB

AI Credits/Month: 200

Sales Pipeline

Appointments

Starter

For small businesses

$29

$25

/month (Billed yearly)

Billed as $290 per year

$58 saved per year

Users: 3

Leads: 1,000

Storage: 5 GB

AI Credits/Month: 1,000

Sales Pipeline

Appointments

MOST POPULAR
Professional

For growing teams

$79

$66

/month (Billed yearly)

Billed as $790 per year

$158 saved per year

Users: 5

Leads: 5,000

Storage: 10 GB

AI Credits/Month: 4,000

Workflow: 20

Sales Pipeline

Appointments

BEST VALUE
Business

For medium-scale companies

$199

$166

/month (Billed yearly)

Billed as $1,990 per year

$398 saved per year

Users: 10

Leads: 15,000

Storage: 50 GB

AI Credits/Month: 10,000

Workflow: 100

AI Agents: 10

Sales Pipeline

Appointments

Construction CRM

For construction & real estate companies

$950

$792

/month (Billed yearly)

Billed as $9,500 per year

$1,900 saved per year

Users: 10

Leads: 15,000

Storage: 50 GB

AI Credits/Month: 10,000

Workflow: 100

AI Agents: 10

Sales Pipeline

Appointments

Review the Free plan

See the starting scope clearly

The current Free-plan limits are visible in the card above. Verify every module or resource limit you need before comparing plans.

Core CRM scope

Use the published user and lead limits on the card as your starting point.

AI credits

The monthly credit limit is shown separately on every plan card.

Storage and usage

Storage, workflow, and other limits appear in the details of the plan you select.

Upgrade decision

When your usage changes, review the current plan limits in this same comparison first.

Plan Comparison

Swipe horizontally through plan columns

Feature

Free

Starter

Professional

Business

Construction CRM

Core Features

Sales Pipeline

Appointments

Tasks

Lead Import (CSV/Excel)

File Management & AI Document Analysis

Sales & Communication

Unified Inbox

Team Chat

Lead Scoring

Assignment Rules

Quotes & Contracts

Call & Conversation Analysis

WhatsApp Personal Integration

Form Builder (lead capture)

Meeting Bot (recording + AI summary)

Website Chat Widget

Online Booking Page

AI & Automation

All AI Engines

AI Analytics Dashboard

Visual Workflow Builder

Workflow Templates (12+)

Rocketly Apps (publishing: add-on)

Automation (rule-based)

AI Chatbot Agents

Multi-Agent Routing

AI Training Interface

Growth & Enterprise

Reports

Webhook & API

Marketing Hub

Ads Automation

Creative Intelligence

Competitor Intelligence

Call Center & Softphone

Voice of Customer

Lead Sync

Website Load Testing

White-label

24/7 Premium Support

Construction CRM Features

Unit & Block Management

2D/3D Floor Plan Viewer

Dynamic Pricing Engine

Payment Plans & Installments

Auto Contract Generation

Customer Portal

Sales Office Management

AI Unit Recommendation Engine

Delivery & Title Deed Management

Expense Tracking & P/L Analysis

Organization assessment

Do you have a broader requirement?

Share your user count, security needs, connection requirements, and working model. Together we can assess whether an available plan or a separate evaluation is the better fit.

User and usage requirements

Connection and data-flow requirements

Identity and access requirements

Commercial terms reviewed in writing

Organization assessment

Assessment based on your needs

Scope and fit are assessed with the requirements you share.

Your own measurement

Evaluate value with your own data

A tool alone does not guarantee an outcome. Choose one small flow, record a baseline, and review the same measure again after implementation.

Measure

First-response and follow-through time

Record the time from a new request to an accountable next step.

Compare

Team workload

Compare manual steps changed by an approved workflow over a defined period.

Validate

Pipeline signals

Review opportunity and outcome records together before attributing a change to one tool.

Results vary with process, data quality, team adoption, and implementation.

Frequently Asked Questions

Compare the user, lead, storage and product limits on each card. The annual option also shows the actual annual total alongside the monthly equivalent.

No. Rocketly’s Free plan is ongoing; feature and resource limits apply according to the plan.

No. A credit card is not required to register for the Free plan.

When you select the annual option, every paid card shows the amount billed in total and the difference calculated from the current plan price.

Review the site’s Cancellation and Refund Policy before purchasing; the terms are published on that policy page.

Ongoing Free plan

The Free plan is ongoing and registration does not require a credit card.

Visible plan details

Cards present published plan prices and limits in a comparable format.

Billing terms

Review the total on each annual card; cancellation and refund terms are published on the policy page.

Get Started Now

Start free, no credit card required.

Best Prices

The Right Plan for Your Business

Monthly

Yearly
2 Months Free

Free

$0

/month

Basic CRM features

Sales Pipeline

Gemini AI support

Email notifications

Starter

$29

$25

/month (Billed yearly)

$58 savings

All Free features

Unified Inbox

Sales Pipeline

Lead Scoring

Excel/CSV Export

💎 MOST POPULAR

Professional

$79

$66

/month (Billed yearly)

$158 savings

All Starter features

Visual Workflow Builder

WhatsApp Personal Integration

All AI engines (Claude, GPT-4, Groq)

Workflow Templates (12+)

✦ BEST VALUE

Business

$199

$166

/month (Billed yearly)

$398 savings

All Professional features

AI Chatbot Agents

Multi-Agent Routing

Knowledge Sources (25)

AI Training Interface

Construction CRM

$950

$792

/month (Billed yearly)

$1900 savings

All Business features

Construction CRM Module

Unit & Block Management

Payment Plans & Installments

Auto Contract Generation

Start using Rocketly today.


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