Units are selling on the project, but block availability still lives in a spreadsheet.

Rocketly is a CRM layer that brings the enquiry, unit and collection side of residential and commercial project sales together. Investor and buyer requests from connected channels attach to records, the Construction Module holds project, block and unit status, reservation and contract stages are tracked, and payment plans and commission are followed. Your architectural and structural design software, building control process and statutory accounting keep running alongside it.

A project, block and unit hierarchy; a colour-coded availability grid on the floor plan plus a status-based kanban; reservation, contract and sale stages; payment plans, instalments, open and overdue receivables; sales offices, teams and targets; the broker commission ledger; contract and document tracking with handover and snag records; the Customer Portal; and the sales funnel with a per-block sales report. On the site side, budget, committed and actual cost together with purchase requisitions and the tender process are followed in the same module.

Yes. Units are grouped by block and floor in a floor-plan grid and colour-coded by sales status, so available, reserved, contracted and sold are visually distinct. The same data is also available as a status-based kanban view, and block and status filters narrow it down. Unit numbering is generated in bulk from a block, floor and sequence pattern, so hundreds of units are defined without typing each one by hand.

A reservation is opened with a defined validity, and as expiry approaches the responsible agent receives a notification and a reminder task. The agent runs a confirmation call; the period can be extended with a manager’s approval, or the reservation is released and the unit returns to available. Reservations that lapsed without becoming a contract are listed separately in the sales funnel report, so you can see which types and blocks are being held and then dropped.

Yes. The payment plan is built with its instalments against the contract, and open instalment count, overdue instalments, total outstanding and overdue amount are listed per project and broken down by currency. Plan versions are retained and older versions stay read-only, so restoring one creates a new version instead of overwriting history. You can build a reminder flow as a due date approaches; the message content and the send decision remain with your collections team.

Commission accrues to the broker ledger when a sale closes, and entries are followed per project and currency. Ledger entries are append-only; a correction requires a stated reason and is retained in the audit record, so the financial history is never quietly rewritten. Payments reduce the balance in the relevant currency, and brokers with nothing outstanding are marked as such. This is a tracking layer and not a replacement for your statutory bookkeeping.

Yes, through the Customer Portal. The buyer signs in with a passwordless link sent to their email address and sees their contract, payment plan, appointments and the documents you authorized for portal visibility. You decide which document is visible there. A message sent from the portal reaches the sales team as a notification and attaches to the same unit record, so the thread does not scatter across inboxes.

Inside the Construction Module you can follow the bill-of-quantities budget, committed and actual cost, direct expenses and collections without mixing project currencies, and purchase requisitions, requests for quotation and the conversion of a winning bid into a purchase order run in the same place. These are planning and tracking tools: they do not do the work of your building control, structural calculation or drafting software, and they do not replace your statutory bookkeeping.

There is a permanently free plan, no credit card is requested and there is no trial-period concept. Core capabilities such as the unified inbox, sales pipeline and task management can be used on it. The Construction Module and Customer Portal are offered as sector add-ons, while AI features, advanced workflows and some channel connections sit in paid plans. The pricing page shows which capability belongs to which plan.