Work keeps arriving at your practice, but nobody knows where each project’s paperwork stopped.

Rocketly is a CRM layer for enquiry flow and client communication: requests from connected channels attach to one project record, the first meeting lands on the calendar, the brief and site information sit in fields, the fee proposal and agreement are stored with their versions, and permit documents and site visits are followed as tasks. It does not replace your drafting or modelling software; it works alongside it as the enquiry, proposal and process-record layer.

No. Rocketly is not a CAD, BIM or visualisation tool; site plans, floor plans, sections, models and images keep being produced in your own tools such as AutoCAD, Revit, ArchiCAD and SketchUp. Rocketly attaches those outputs to the media library and the project record and notes which version went to the client on which date. Large files can be linked through Google Drive and kept reachable from the project record.

You can follow the steps on your own side of the permit file: you open separate tasks for the soil report, the structural, mechanical and electrical drawings and the title and zoning papers, each naming an author, an expected output and an owner. Submissions, deficiency notices and completed steps are written onto the record. Approval timing sits with the municipality and the relevant authorities; Rocketly does not shorten it, it only makes visible which step the file is waiting at and who is chasing it.

You open each presented option as its own round: which alternative was shown on which date, what the client asked for and when the round closed all stay in history. You can define a workflow that notifies the responsible architect as the contractual revision limit approaches. Requests beyond that limit are prepared as an additional-service line and kept as a proposal version, so the extra-fee conversation rests on a record rather than on memory.

Yes. You book the visit from the project record and sync it with the architect’s calendar; photos taken on site, measurement notes and decisions attach to the same record through the media library. Every point raised with the contractor becomes a task with an owner and a due date, the written notice is prepared as a draft and the sent text stays on the record. This is not a GPS field-tracking system: it does not follow location or staff, it documents the output of the visit.

You gather schematic design, detailed design, permit filing and site-supervision items into the quote module and share a PDF with the client through a dedicated link; view and approval status are followed from the project record. An approved proposal links to the agreement template and the invoice flow, stage payments can be scheduled as recurring invoices and payment status is visible on the record. Statutory ledger and tax filing work stays with your accountant.

Yes. You separate projects using custom fields such as building type, client type, plot reference, zoning status and budget band, and build segments and reports from them. If housing, commercial and villa work need different stage names, you can set up boards accordingly. Access is role-based: you limit which user sees which project record, proposal and conversation, and activity history is retained.

The interface runs in 3 languages: Turkish, English and Russian. You run client correspondence in whichever language you choose, note the conversation language and time zone on the project record, and plan first meetings and presentations accordingly. Conversation summaries let the team pick up context without rereading long threads; the practice decides which language proposals, agreements and presentation documents are prepared in.

The free plan has no time limit, no credit card is requested and there is no trial period to run down. You can bulk import your existing client and project list from CSV, Excel, VCF or Google Sheets, mapping name, company, phone, email and custom fields; checking the mapping with a sample file first is recommended. AI features, advanced workflows, the meeting bot and some channel connections sit in paid plans.