Manage the full customer journey, from first enquiry to repeat purchase
From first enquiry to final payment — track every deal, automate follow-ups, and close faster.
CRM & Sales
What is RocketBoard CRM?
RocketBoard CRM helps your company manage the full customer journey, from first enquiry to quotation, order confirmation, follow-up, after-sales service, and repeat purchase. Instead of keeping customer information in WhatsApp, Excel, personal notebooks, and different staff accounts, RocketBoard keeps all sales activities in one shared system so your team can work faster, follow up properly, and never lose customer history.
Features
Browse features by category
19 features — all included, all connected.
Manage Leads & Prospects
Keep all open leads, prospects, and customers in one organized dashboard. Your sales team can filter leads by status, source, agent, segment, group, or follow-up stage, making it easier to know which customers need attention.
- Lead status & source tracking
- Customer segmentation
- Agent assignment
- Imported lead lists
- Overdue follow-up alerts
Custom Sales Pipeline
Every company sells differently. RocketBoard allows you to set up a sales workflow that follows your actual sales process, such as new enquiry, first contact, quotation sent, follow-up, negotiation, won, lost, or after-sales.
- Fully configurable pipeline stages
- Visual pipeline board
- Stage-based filtering
- Win / loss tracking
Follow-Up Reminders
Many sales are lost because nobody followed up at the right time. Agents create follow-up dates, reminders, and next-action notes per lead. Managers see which leads are overdue and which opportunities need attention.
- Per-lead follow-up dates
- Overdue lead dashboard
- Agent activity tracking
- Next-action notes
Mobile CRM for Field Agents
RocketBoard CRM is built for agents who are always on the move. Sales staff can access customer information, check product details, follow up with leads, and update records using the RocketBoard mobile app.
- Customer lookup on-the-go
- Mobile follow-up logging
- Product & stock check
- Real-time updates
Sales Forecasting
Use your active pipeline to estimate upcoming sales. Managers can see potential revenue based on open leads, quotation value, expected close date, and sales stage — helping the company plan cash flow and capacity earlier.
- Pipeline-based forecasting
- Expected close date tracking
- Revenue projection
- Capacity planning data
Customer 360
A complete view of every customer relationship
Know everything about every customer before picking up the phone — their full history, all documents, every conversation, active deals, open issues, and financial summary, all in one screen.
One profile. Every touchpoint.
RocketBoard gives your entire team — sales, support, finance, and operations — a shared view of every customer. No more asking colleagues for history. No more information locked in one person's phone. No more customers falling through the cracks when staff changes.
- Full interaction & conversation history
- All quotations, invoices, and sales orders
- Open deals and current pipeline stage
- Customer complaints and support tickets
- Payment status and financial summary
- Team notes, files, and shared documents
- Marketing source and referral tracking
- Assigned agent and cross-team visibility
Recent Activity
How It Works
From trigger to done — automatically
Customer Enquires
Via WhatsApp or web
Live Stock Check
Auto-pulled from inventory
Quotation Sent
One-click from CRM
Order Confirmed
Triggers invoice & delivery
Explore RocketBoard
See What Else Is In The Platform
All modules are connected — data flows between them so your team never has to re-enter information.
Ready to get started?
See the CRM in action
Let us show you what this looks like for your specific business.