Product Features / CRM

Keep Track of All Your Texts, Emails, Social Media Outreach, & More with Our Powerful CRM.

Keep tabs on every potential customer's interactions with your company using our CRM tool!

No Contracts • Cancel Anytime

See everything that's happening.

While it's always great to attract new customers, the key to real business growth is keeping them. Fortunately,

with Rocket Notes CRM, building relationships with your customers has never been easier.

Here's How It Works...

Understand What Your Contacts Are Doing

Since every individual on your contact list is unique, our CRM allows you to gather data points and utilize them to craft a personalized experience for each person. You can also create any number of smart lists that can automatically update when certain actions are completed.

Develop Stronger Relationships

CRM allows you to remain in communication with your contacts, panelists, etc., throughout their time cooperating with you. The more information you have about what interests each person, the better able you will be to create trust and a relationship of mutual respect. You can also create automated workflows to automatically follow up with your contacts depending on which actions they take.

Communication That Is Personalized

Store notes of each contact in order to track a history of your most important conversations. This is great for:

  • Forming relationships through personal details - (for example, "You recently went to Maui, right? How was it?")

  • ​Documenting what was communicated during a conversation - especially when multiple team members are connecting with your contacts - is essential. For example, “Jenny wants to BUY the course, but needs to wait until after the 1st of the month.” By having this knowledge readily available, you can easily follow up and close the deal.

  • Accountability - Use this feature to track a client's progress over time, and help them stay on target by documenting their goals, actions, obstacles, etc. (i.e. “Last week, you committed to drinking 80 ounces of water each day. How did that go?”)

Keep all your contacts in one convenient place

With our software, you can view an entire contact's journey with your company at a glance. This allows you to manage them in real-time more effectively. You'll have access to key billing details, enrollments, and orders all in one place.

Put Our CRM To The Test!

No Contracts • Cancel Anytime

Understand What Your Contacts Are Doing

Since every individual on your contact list is unique, our CRM allows you to gather data points and utilize them to craft a personalized experience for each person. You can also create any number of smart lists that can automatically update when certain actions are completed.

Develop Stronger Relationships

CRM allows you to remain in communication with your contacts, panelists, etc., throughout their time cooperating with you.

The more information you have about what interests each person, the better able you will be to create trust and a relationship of mutual respect.

You can also create automated workflows to automatically follow up with your contacts depending on which actions they take.

Communication That Is Personalized

Store notes of each contact in order to track a history of your most important conversations. This is great for:

  • Forming relationships through personal details - (for example, "You recently went to Maui, right? How was it?")

  • ​Documenting what was communicated during a conversation - especially when multiple team members are connecting with your contacts - is essential. For example, “Jenny wants to BUY the course, but needs to wait until after the 1st of the month.” By having this knowledge readily available, you can easily follow up and close the deal.

  • Accountability - Use this feature to track a client's progress over time, and help them stay on target by documenting their goals, actions, obstacles, etc. (i.e. “Last week, you committed to drinking 80 ounces of water each day. How did that go?”)

Keep all your contacts in one convenient place

With our software, you can view an entire contact's journey with your company at a glance. This allows you to manage them in real-time more effectively. You'll have access to key billing details, enrollments, and orders all in one place.

Put Our CRM To The Test!

No Contracts • Cancel Anytime

Our Loyal Customers' Opinions

Rocket Notes

Within four hours of signing up for

Rocket Notes, I had a live website that was gathering leads for me. Thanks to Rocket Notes, we were able to fill our gym within 30 days and open our second location on day one at full capacity.

— Neil Chén, Verified Rocket Notes User

Did you know that Rocket Notes provides

everything you need to take your

product online, from start to finish?

Plus, Funnels That Drive Customers To Find You!

Turn Online Visitors into Paying Customers

Craft Your Web Presence Exactly the Way you Want

Turn your Knowledge, Passion, and Expertise Into Revenue

Guide Your Leads or Students, and Turn Them into Brand Ambassadors

Build your store of products while adding any upsells or downsells to your checkout..

Meet and Engage Your Audience From Wherever They Are

Run A/B Tests Across Your Website, Funnels, or Email Campaigns for Peak Performance

Develop a Blog That Perfectly Reflects Your Passion and Expertise

Easily Collect Essential Business Data Without the Hassle

Experience Seamless and Powerful Drag-and-Drop Page Editing

Create Efficient Workflows to Automate and Amplify Your Marketing

Design Your Product Once, and Sell It Across Multiple Funnels

Ready to get better insights

on your business?

Measure your marketing results, adjust, then grow.

No Contracts • Cancel Anytime

FAQs

Do updates cost anything?

Rocket Notes is on the cloud, so any updates or new features we add will automatically appear in your account--and you'll get all of this for free!

Is my website secure?

We built Rocket Notes with security as our primary focus so you can rest assured knowing your funnels, subscribers, and members area are well-protected. With us, there's no need to anxiety about plugins that could be hacked - we keep everything updated for you.

What is the duration of your contracts?

Rocket Notes offers a flexible payment plan- you can use Rocket Notes month to month, and cancel at any time with no long term contracts or commitments!

Can I speak to somebody if I have questions?

Yes, we have a support team who can answer your questions 24/7! Just click on the "support" link at the bottom of any of our pages or go to www.rocketnotes.com

If I deactivate my account, will all of my data be lost?

Your data won't be accessible after you cancel your account, but don't worry- you'll have the opportunity to download CSV files of your contacts and members before taking that step.

Can I integrate my favorite autoresponders / shopping carts?

We recommend that people use Rocket Notes to run their company, though we understand that some of our customers have favorite tools they used in the past. Therefore, we integrate with most top service providers to make building a funnel even more enjoyable!

Will I need to download anything?

Rocket Notes was created for people who want to build a website without having an entire IT department! You can login and start clicking to create all the pages you need for your funnel from our members area!

Can you handle the workload?

Yes! With Rocket Notes being hosted on the world's biggest public cloud providers (AWS and GCP) we can autoscale in real time to meet any demand. So whether you're sending 100 visitors or 10s of millions today, we won't break a sweat!

To put it simply, who will have access to the data / content / subscribers?Can I host the pages myself?

All content on your website (including user-generated content) is completely owned by you. Rocket Notes does not have permission to use that content or contact your users for any reason - it's simply a tool for YOU to deliver YOUR own unique content!

Can I host wordpress the pages myself?

Yes, we're a hosted software-as-a-service platform. This allows us to ensure you always receive updates and new features, and that your funnels won't break. You can also export the HTML from any of your pages or contacts at any time...

How do I cancel?

Simply send an email to help@rocketnotes.com