Public Site Studio — publish your site from Rocketly
Rocketly Apps now builds more than internal tools: create multilingual, on-brand sites for your customers too. Compose the page, preview it across devices and themes, publish it and track conversion from the same workspace.
Hero, features, pricing, FAQ, testimonial, form and calendar blocks
Multilingual content, brand controls and desktop/tablet/mobile theme previews
Connect forms to workflows; track submissions and conversion analytics
Collaborate before launch with design, content, legal and sales review notes
ImprovedSales & CRMHighlight
Companies — health, hierarchy and bulk operations
Company management is now much more than a record list. Manage corporate relationships, customer health, risk and day-to-day operations in one workspace, and see where to focus even across a large portfolio.
Parent/subsidiary hierarchy, related companies and rollup metrics
Health score and trend, churn risk, scale and lifecycle signals
Possible duplicate detection and merge, direct CSV/Excel import and filtered export
Saved views, inline editing and bulk owner/Radar actions
ImprovedCommunication
Web Chat Widget — proactive, multilingual and measurable
Set business hours, a second shift and holiday exceptions, then show delayed proactive messages by page URL. Localize greetings, offline messages and quick replies; follow the funnel from impression to first reply and conversion by goal, day and domain.
NewPlatform
Load Testing — from HTTP to real browser journeys
Run a simple HTTP load test, a real-browser/Core Web Vitals test or a multi-step transaction journey. Set p95 and error-rate thresholds, compare results with a previous baseline, save reusable templates, schedule runs and receive email alerts when a threshold is crossed.
ImprovedAI
Meeting Bot — find, correct and share the meeting
Search the full transcript across every meeting, reassign speakers and jump to the right moment from sentiment and critical-moment timelines. Follow live recording progress, export the result as Markdown and import calendar events from an .ics file.
ImprovedAutomation
Workspace Notes — reminder agenda and call analytics
Save frequently used filters as views, see every reminder in one agenda and snooze when needed. Analyze call outcomes by distribution and person; on mobile, the offline queue safely syncs your changes when the connection returns.
ImprovedFinanceHighlight
Collections, payments and delivery in one flow
Disconnected steps between accounting and inventory are now one guided process. See which document a payment closes, which account records it and which invoice a delivery becomes—without leaving the flow.
Apply a collection or payment to an invoice, expense or directly to an account
Manage exchange rate, cash/bank account and receipt together across currencies
Create a linked delivery-note draft from an invoice or convert a delivery note to an invoice
Keep transactions as drafts and email automated receivables reminders to customers
v23.0.33 updates
NewSales & CRM
Opportunity Radar: Signal Watch
Keep an eye on saved target companies without repeated searches. Rocketly alerts you when high-intent, closure or digital-change signals appear, so you can plan a more relevant first outreach at the right time.
NewMarketing
Lead Forms: Google, TikTok and LinkedIn in one place
Collect form submissions from Google, TikTok and LinkedIn in one workspace. Manage platform connections, review new enquiries in a single flow and make sure your team never misses a request.
NewInventory
Inventory: create products with your camera
Scan an unknown barcode with your phone camera while receiving stock, then create the product or variant without interrupting the flow. Keep your physical stock and records moving together.
v22.1.6010 updates
NewAIHighlight
AI Agents — a team that runs on its own
Beyond an assistant you ask one question at a time: agents that carry out work in the background. Define a playbook and the agent runs the steps in order — if the previous step succeeded do this, if it failed do that. Pause an agent without deleting it, see when and how recently it last ran, and stop a running job mid-flight.
Conditional playbook steps: “if the previous step succeeded do this, otherwise do that”
Active/paused toggle: temporarily pause an agent without deleting it
Kill-switch: safely stop a running job in the middle
Visual handoff map: which coordinator delegates to which member, at a glance
Scheduling visibility: each agent’s last run and next trigger
Full editing: manage instructions, approval mode and permissions in one place
ImprovedAI
AI approvals: edit before you apply
When an agent proposes an action — a drafted email, a record update — you can now change the details before approving. No more rejecting the whole suggestion and starting over just because one field is off; fix it and approve.
NewAI
Agent performance: Resolution Analysis and queue health
A Resolution Analysis tab shows which conversations your agents closed and how. See the breakdown of outcomes by status; the queue card now surfaces average and maximum wait time plus timeouts. Where your agents get stuck is finally measurable.
NewSales & CRMHighlight
Smart Segments — lists that manage themselves
Segments are far more powerful for both Contacts and Leads. Set criteria and matching records join automatically while non-matching ones leave — the list stays current even if no one touches it. Time-based rules (“not contacted in the last 30 days”) are re-evaluated on a schedule. See a live preview of how many records match as you build.
Dynamic segments for Contacts and Leads: membership updates automatically
Time-based filters that actually work: “silent for 30 days” refreshes on its own
Live preview: see how many records match as you write the criteria
Manual membership and exclusion: add your own touch to the automatic curation
Drag-and-drop ordering and pinning; a “why is this here?” reason on the customer card
Auto-segments from RFM score: your most valuable, at-risk and dormant customers group themselves
NewSales & CRM
Bulk action from a segment
Assign every lead in a segment to a rep in one move, or set a follow-up reminder for all of them at once. Pick the segment and apply the action — no opening hundreds of records one by one.
NewSales & CRM
Weighted pipeline forecast
Multiply each open opportunity’s value by its stage’s win probability to get a realistic revenue estimate. A grounded answer to “how much will we close this quarter?” — using your pipeline’s own math.
NewSales & CRM
Margin-protected quote approval
Quotes priced below cost or below your set profit margin can now route to approval automatically (optional). A loss-making quote gets a second look before it goes out.
ImprovedMarketing
Ad performance: platform and account breakdown
AI Chat now breaks ad questions down by platform and ad account — it’s clear which channel and which account drove what. Ad Watcher notifications arrive with a logo’d account-breakdown card too.
NewPlatform
GDPR-compliant auto-deletion for meeting records
Personal data in the meeting bot’s records is deleted automatically once the retention period ends. Stay within data-retention rules without the burden of clearing data by hand.
NewPlatformHighlight
Rocketly mobile — desktop-grade power in your pocket
The mobile app is no longer a “viewer you carry around” — it’s a tool that gets work done. From the inbox to marketing, from converting a lead to sending a quote, do nearly everything you do on desktop right from your phone.
Inbox: AI reply suggestions, conversation summaries, and replies via WhatsApp template outside the 24-hour window
Conversation management: archive, pin, mark unread, tag; in-conversation message search
Send video/document attachments from chat; linked CRM record in the header, create a task/lead from a conversation
Guided convert wizard: turn a Lead into a Customer and/or Opportunity in one flow
Marketing: pause/edit campaigns and budgets, connect platforms via OAuth, ROAS and revenue attribution, forecast screen
Full field parity on quote, task and appointment forms: tax, discount, currency, multi-assignment and more
v22.1.1110 updates
NewSales & CRM
Dynamic Segments — lists that keep themselves current
Turn a segment into a dynamic list: customers who match the criteria join automatically, and those who stop matching leave. Joins and leaves now trigger automations — “create a task when a customer enters At Risk” or “notify me when someone leaves Loyal”. You can also add someone manually as an explicit exception. Time-based rules (like “no contact for 30 days”) are re-evaluated on a schedule, so the list stays accurate even when nobody touches the record.
ImprovedAI
AI Chat now answers sales metrics too
“How long is my sales cycle?”, “How long does lead-to-customer take?”, “What’s our first response time?”, “Who are my 10 most valuable customers?” — customer lifetime value (LTV), conversion times and first response time can now be asked directly. Chat also guides you through multi-step analysis and doesn’t just hand you a number: it suggests what to do next.
ImprovedPlatform
Rocketly Apps: see and edit the real code
The “Code” tab now shows your app’s actual code. Ready-made CRM templates aren’t single-file samples any more — they’re working apps with 8-10 files, so you can use them directly or learn from them for your own build. Click an element on the canvas and jump straight to the file that defines it.
NewPlatform
Passwordless sign-in with passkeys
Sign in with your device’s fingerprint, face recognition or screen lock instead of a password. Add multiple passkeys under Settings → Security, name them, and remove any of them whenever you like. No password, no phishing risk.
ImprovedPlatform
Search, keyboard navigation and quiet hours in notifications
Full-text search across notifications, keyboard navigation, and a filter sheet built for mobile. Toggle quiet hours with a single tap. Deleted something by accident? You can undo it.
ImprovedPlatform
Reports go deeper
Sales forecast now has a win-rate card, a conversion funnel and “compare with previous period”. Choose which columns you see in detail tables, and read trends at a glance from mini sparklines on the cards. If the underlying data is incomplete or inconsistent, the report now tells you.
NewPlatform
See what you’ll lose before changing plans
Before you downgrade, a preview shows exactly which features will turn off — no surprises. Change your mind? There’s a recovery window. Plan changes now leave an audit trail.
NewMarketing
Yandex Direct ads in Rocketly
Connect your Yandex Direct account and track impressions, clicks, spend and conversions in the same place as your other channels. Campaign breakdowns are on the dashboard too.
ImprovedPlatform
Trash: filters and expiry warnings
Filter by who deleted an item and when. Records nearing the end of their retention window are highlighted, so you notice them before they’re gone for good. Search now runs server-side — it looks through everything, not just what’s on screen.
ImprovedPlatform
Dedicated permissions for the Call Center
Call center permissions now live in their own group: grant who can place calls and who can listen to recordings, separately. Call history follows role-based data scope too — everyone sees only the calls they’re meant to.
v22.1.405211 updates
NewPlatformHighlight
Rocketly Apps — build your own tools, no code
Create your own mini-apps right inside the CRM: pick a template from the gallery or just describe what you need and let Rocketly build it. Calculators, trackers and CRM boards — all live with your data.
20+ ready-made templates: calculators, trackers and CRM boards
Build by chatting: describe what you want, get a working app
Calculators: VAT, profit margin, FX, ROI/ROAS, CAC/LTV, amortization and more — with visual output
Trackers: Kanban, Calendar and Trend views + CSV import/export
Boards live on real CRM data: churn radar, health wall, sales leaderboard
Version history and undo, shareable link, rename before publishing
NewConstructionHighlight
Construction Technical Office — from site to accounting in one flow
Construction CRM is now a full technical office: from bills of quantity to procurement, quality control to progress payments — the whole process lives in Rocketly. Every step moves through an approval flow and links automatically to accounting and inventory.
Bill of Quantities (BOQ): items and work lines
Procurement: Requisition → RFQ → Purchase Order, with approval chains
Quality & Safety: RFI, Inspections (checklists) and Punch lists
Field: Daily Site Report
Progress payments (withholding/advance) and Subcontractor Contracts — DOCX output
Project Cost Summary + inventory and pre-accounting bridges
NewAI
Upload files to AI Chat and analyze them
You can now upload an Excel, CSV, PDF or Word file to AI Chat and analyze it right in the conversation. Summarize your tables, ask questions and get insights — without leaving the chat.
NewAI
Download AI Chat results as Excel/CSV
Lists and tables produced in the chat can now be downloaded as a real Excel or CSV file with one click. No copy-paste — the report is ready to use.
ImprovedAI
AI Chat is now smoother
You can edit a message and regenerate the reply, get formatted answers (headings, lists, code blocks) and copy code blocks with one click. Plus, many combination and free-text questions are now credit-free.
ImprovedAI
AI Chat: customer 360° and proactive alerts
Ask AI Chat about a customer and see invoices, collections and tasks at a glance. On top of that, anomalies in your data surface automatically as “insight cards” in the chat — brought to your attention before you even ask.
ImprovedMarketing
Ad Automation is much smarter
Write rules in plain language and backtest them — “how many times would this rule have fired in the last 7 days?” Roll a rule out to a slice of campaigns with A/B canary; plus anomaly detection, time-of-day rules (dayparting), bulk approval, budget undo and conflicting-rule warnings.
ImprovedMarketing
SEO tools are much more powerful
Rank tracking now pulls queries from Google Search Console and comes with segments, visibility and drop alerts. Compare two crawls across dates, track issue history with time-series charts; internal link graph, Core Web Vitals and PDF/CSV export are here too.
ImprovedAI
Workflow Copilot is even more capable
Copilot now covers every action, can build nested conditions/branches (then/else), and reveals the steps it creates on the canvas one by one. Changed nodes are highlighted live.
ImprovedAI
AI and Automation, now in one menu
The AI hub, Rocketly Apps and Automation now live under a single “AI & Automation” section. Fewer clicks to reach the right tool, less getting lost.
ImprovedPlatform
Quota and limit warnings are now proactive
We warn you before your usage quota runs out, show when the limit resets, and rate-limit notices now say which action they affect. The notice clears itself once the wait is over.
v22.1.39251 updates
NewAIHighlight
Workflow Copilot — build automations by chatting
Describe what you want in plain language and Copilot builds the workflow on the canvas for you: “When a new lead arrives, send a WhatsApp message, then assign it to sales.” Follow-up messages don’t start over — they edit the EXISTING flow (“wait 5 minutes in between” → a Delay step is inserted) and changed steps are highlighted.
Natural-language building: trigger, steps and conditions appear live on the canvas
Iterative editing: follow-ups modify the existing workflow instead of rebuilding it
Turkish / English / Russian — replies in your interface language
Safe: nothing is saved on its own; nothing goes live until you press “Save”
Invalid triggers/actions are dropped by validation; credit charging is idempotent (no double-charge)
v22.1.31674 updates
NewMarketingHighlight
Ad Automation — advertising managed by rules
Automate your Meta, Google, TikTok and LinkedIn ads with rules (TikTok/LinkedIn beta): budget, bid and status changes without manual work. Everything starts OFF behind a master switch; preview never writes real changes and critical actions go through an approval queue.
Master switch — OFF by default; nothing changes until you turn it on
Preview: shows what would happen, does NOT write to the real account
Approval queue: critical changes aren't applied until you approve
Ready-made strategy templates — with safety guardrails
Protection against traps like pausing a winning campaign
NewAI
Your AI assistant now knows accounting and stock too
Ask the AI assistant directly about your expenses, invoices, collections and stock levels. It can also take actions like drafting an expense/invoice or adjusting stock — with your approval (HITL). The assistant only sees the modules you have access to.
NewFinance
Pay in a different currency
You can now pay a USD invoice from a TRY cash account (or vice versa). Each payment seals its own exchange rate, so your customer balance and reports stay accurate regardless of currency fluctuations.
NewPlatform
Phone input with country selector
On lead and customer forms, phone numbers are now entered with a country selector and stored in the international standard (E.164). Your organization's default country comes pre-selected, and duplicate records are caught automatically even if the same number is typed differently.
v22.1.316710 updates
FixedCommunication
Softphone stays stable after being in the background
Permanently fixed the connection error that appeared after long idle/background periods, and stopped the softphone from getting stuck (and unclickable) behind the AI chat.
FixedSales & CRM
Fixes for creating and viewing corporate customers
Fixed an error when creating corporate (company) customers and stopped companies from showing up without a name.
ImprovedPlatform
Tags now get a unique color automatically
Tags you create without picking a color now get a unique color automatically everywhere, and existing colorless tags were backfilled too.
ImprovedSales & CRM
Multi and team assignment on opportunities
You can now assign an opportunity to several people and to a team at the same time.
ImprovedPlatform
More reliable notifications
The notification counter in the header now shows the real total, and a retention mechanism automatically clears out old notifications.
ImprovedFinance
More control over invoices
Added a customer address field (for e-invoicing), a net/VAT breakdown and invoice PDFs generated in the user's language. You can now edit tags/project/notes on finalized invoices, get suggestions for recently used accounts, and switch the Cash Flow projection between table and chart views.
NewMarketing
Marketing: Meta + Google now in one dashboard
The dashboard is now always unified — the account filter is gone. You get a blended GA4 + Search Console organic/web trend, Channel Mix & Efficiency, AI insights right on the dashboard, plus Audience insights that combine Meta and Google Ads demographics. Panels backed only by Meta data are clearly badged.
NewFinance
Pre-accounting is now company-based
Corporate customers are now managed as a dedicated "Company", and account balances, statements and collections are company-aware. The company detail page brings together a payment score, an accounting summary, the invoice list, statements, one-click "Issue Invoice", an activity timeline and company files.
NewCommunication
Call History, recording player and live call panel
Softphone and AloTech calls now live on a single page — with time filters and metrics. Play call recordings inline, set a per-agent extension (SIP), and watch active calls from a live panel.
NewCommunicationHighlight
Call Center & Softphone — your phone system now lives in Rocketly
Make and answer calls right from your browser — no extra software needed. The provider-agnostic softphone runs on Twilio Voice, and every call is logged automatically to the matching customer/lead timeline.
In-browser softphone (WebRTC) — ready with Twilio Voice
One-click dial from anywhere: Leads, Customers, Contacts and Appointments
Screen-pop on incoming calls — the caller is matched automatically
Turn an unknown number into a new lead in one step
Missed-call notification + one-tap call back
Follow-up task/appointment from a call + automatic call logging (unified note)
v22.1.12848 updates
ImprovedSales & CRM
More accurate sector classification in Opportunity Radar
The broad 'manufacturing/industry' pool was split into sub-sectors and mis-assignments (e.g. a company slipping into healthcare from a single 'Medical' mention) were fixed — so filtering by sector is more accurate.
ImprovedPlatform
Notifications: more modules and correct routing
Notification preferences were added for Construction/Real-Estate, marketing and accounting; notification links now open the right page.
ImprovedFinance
Tags now on invoices and expenses too
The shared tag component works consistently everywhere, new tags get an automatic color, and your accounting records are now included in tag usage stats.
ImprovedAI
Chatting with AI agents in Team Chat is smoother
A 'typing' indicator while the agent replies, per-message credit transparency, a clear 'out of credits' notice and a 'Buy credits' button are here. Open an agent's details from its header in one click; scheduled summaries arrive as a repliable message in the agent's DM.
ImprovedFinance
Pre-Accounting lists are much more usable
Column resize and freeze, a Leads-style bulk-selection bar, a row action menu ('…') and date-range quick filters are here. In invoice and expense forms you can add cash/bank accounts, projects and contacts (corporate/individual, auto-created) inline.
NewFinance
Manually choose the e-Invoice / e-Archive document type
When creating an invoice you can now manually set the document type (e-Invoice ↔ e-Archive).
NewPlatform
Menu search in the command palette
You can now search every menu item from the command palette (Cmd/Ctrl+K) and jump straight to the page.
NewPlatformHighlight
Product switcher and per-product theme
Switch between Rocketly products (CRM, Pre-Accounting and more) in one click. The sidebar adapts to the active product, and the color theme and login screen follow it too.
One-click switching between products — a product switcher replaces 'Quick Actions'
Sidebar and menu are scoped to the active product
Per-product accent color — desktop and mobile
The login screen is themed to the product you open