Proje vitrini hazırlanıyorPreparing project showcaseПодготавливаем витрину проекта
Skip to main content
Real Estate

Your agency has listings and buyers, but nobody remembers who viewed which flat.

Rocketly links buyer and seller enquiries from WhatsApp, Instagram, web forms and portal call-backs to a single record. Listing matching, the viewing appointment, the responsible agent and commission status all stay on one screen.

Where Listing and Enquiry Follow-Up Breaks Down in an Agency

Buyer enquiries arrive at the same time on WhatsApp, through the number published on a listing portal and in Instagram DMs, so no shared record shows who answered whom.

The link between a flat in the portfolio and the buyer asking about it lives in one agent’s notebook; when that agent takes leave, both the enquiry and the listing history leave with them.

Viewings are arranged on a call and never written into a calendar; the seller is not confirmed, the visit falls through, and the feedback after it is never recorded.

Which listing has sat still for weeks, which buyer came back for a second viewing and which file is waiting at commission stage only surface when someone asks in the weekly meeting.

Nobody measures whether the portal, the board on the building, social posts or referrals actually produce a signed contract, so the advertising budget is split on instinct.

Where Buyers and Sellers Reach a Real Estate Agency

WhatsApp Business

Most first contact lands here: “is this flat still available?”, requests for the floor plan and for more photos all pile up in one conversation.

WhatsApp Personal Line

Agents mostly message clients from their own number. That line can be connected too, so the thread and listing history stay with the agency if the agent leaves.

Instagram DM and Story Replies

People who watch a property tour reply in DMs; story replies join the same conversation, so the first contact is not lost in a notifications list.

Website Enquiry Form and Chat Widget

An enquiry form and live chat on the listing detail page turn a visitor into a record together with the listing they were looking at.

Phone Calls and Portal Call-Backs

Calls to the number published on a portal listing are captured through the connected phone system; the note after the call goes onto the same file with its source.

Meta and Google Lead Forms

Records from project and district campaign lead forms arrive with their source, so you can see which campaign actually reached a viewing.

What Rocketly Takes Over in Your Real Estate Agency

Collect Buyer and Seller Enquiries in One Inbox

WhatsApp Business and a personal line, Instagram DM and story replies, Facebook Messenger, Telegram, email and web forms — the sources your agency connects appear on one screen. Rocketly supports 12 channel types; the agency decides which ones to open.

Keep Listings as Records and Match Them to Demand

Store every listing with custom fields: district, number of rooms, gross and net area, floor, price band and seller contact. Tag buyer requirements with the same fields and filter them as a segment, so matching listings come out in one list.

Put the Viewing Appointment on a Calendar

Appointments sync both ways with the agent’s Google Calendar, and a shareable booking page lets the buyer pick a slot. Seller confirmation and buyer reminders are scheduled; the team decides what goes out.

Give the Buyer File a Stage

Build your own stages: Enquiry → Listing Match → Viewing → Offer and Negotiation → Contract → Deed Appointment → Commission. The board shows who owns each file and how long it has been waiting.

Quotes, Agreements and Commission Records

Generate viewing forms, agency agreements and fee documents from document templates, share quote items as a PDF, and record the commission rate and collection status on the file itself.

Follow-Up Sequences for Cooling Listings and Buyers

Set drip sequences for listings with no movement over an interval you choose and for buyers who went quiet after a viewing; the team edits the draft and approves the send list.

AI Reply Drafts, Listing Copy and Summaries

AI drafts replies and listing descriptions from your knowledge base and summarizes threads that ran for months. It does not appraise property; the agent decides on the final wording and whether it is sent.

Construction Module and Customer Portal for New-Build Sales

If you market new-build projects, the Construction Module handles the block and unit grid, reservations, payment plans and the broker commission ledger; the buyer sees their own documents in the Customer Portal.

Reports by Channel, District and Agent

With 38 ready-made report types, use your own data to see which channel produces viewings, which district converts to a contract and how files are spread across agents.

Ready to bring the customer communication you connect into one shared workspace?

Configure your process, team and connected sources at a pace that fits your operation.

What AI Does and Does Not Decide in Property Work

AI can prepare drafts and summaries from conversation context; your team decides what is shared with customers.

Drafts Replies and Listing Copy

It drafts answers to recurring listing questions from your knowledge base and writes listing descriptions and emails; the agent edits and decides whether to send.

Summarizes Long Threads

It summarizes a buyer conversation that ran for months, so when a file is handed to another agent the context is visible without rereading everything.

Helps Classify the Enquiry

It picks up budget band, preferred district and room count from the conversation and suggests tags that feed lead scoring; the team approves the tag.

Does Not Appraise or Set a Price

AI is not a valuation, does not quote a market value and makes no decision in conveyancing or legal steps. Price and negotiation belong to the seller and agent, formal valuation to a licensed expert.

How a Buyer Enquiry Travels From Viewing to Contract

01 · CONTROLLED HANDOFF

Turning a portal call-back into a record

01

A call to the number on the portal listing is captured through the connected phone system, and the agent turns it into a new buyer record after the conversation.

02

Budget, district, room count and mortgage status go into custom fields; the record moves to the Listing Match stage.

03

Matching listings are filtered as a segment, and the shortlist for that buyer is shared over WhatsApp.

04

When the buyer picks a flat, a viewing appointment opens on the agent’s calendar and a confirmation draft is prepared for the seller.

05

Feedback after the visit is noted on the same record; the file moves to Offer and Negotiation or returns for a second round of suggestions.

Taking on a listing and keeping the seller informed

The seller enquiry is attached to a record; asking price, key availability, title status and publishing permission go into custom fields.

The agency agreement is generated from a document template and shared with the seller through a private link.

Every viewing is written onto the listing record, and a weekly status summary is drafted for the seller.

When a price revision is needed, it is noted on the record and a fresh announcement is planned for the matching buyer segment.

Not losing the feedback after a viewing

When the appointment is marked complete, a short feedback form task opens for the agent.

The response lands on both the buyer and the listing record, and the objection is tagged as price, floor, view or financing.

Listings that keep collecting the same objection group together in a report, prompting a price or presentation conversation with the seller.

A positive response opens an offer task; a negative one opens a task to suggest alternative listings.

Moving a project unit from reservation to contract

An available unit is picked from the block and floor grid in the Construction Module and matched to the buyer record.

A reservation opens with a defined validity, and the responsible agent gets a reminder task before it expires.

The payment plan is created with its instalments and the contract is generated from a document template.

The buyer views their contract, payment plan and documents in their own area of the Customer Portal.

Once the sale closes, broker commission accrues to the ledger and its payment status is followed on the record.

Automations for Listings, Viewings and Commission

Use these examples to discuss triggers, owners and review points before configuring your own process.

Routing a New Buyer Enquiry to an Agent

So the first contact from a connected channel never sits unowned

1

Trigger: a new conversation opens on a connected channel or a web form is submitted.

2

Condition: the record is assigned by district and budget tag to the agent who covers that area.

3

Action: the record moves to the Listing Match stage, an owner is assigned and a reply draft is prepared.

4

If nobody responds within the interval you set, the office manager is notified.

Confirmation Before a Viewing, Feedback After It

So the visit is not wasted and the impression is recorded

1

Trigger: the viewing appointment date is approaching.

2

Condition: if the appointment is confirmed, a buyer reminder and a seller confirmation draft are prepared.

3

Action: content and sending authorization are checked against agency policy before anything goes out.

4

When the appointment is marked complete, a feedback form task opens for the agent.

Bringing a Stalled Listing Back Into View

So a listing with no viewings does not quietly fade

1

Trigger: a listing record has had no new viewing or offer for the interval you defined.

2

Action: a task for a status and pricing conversation with the seller, plus an announcement draft for the matching buyer segment.

3

Condition: only records with publishing permission and valid contact preferences enter the list.

4

If nothing comes back, the listing is tagged for review and appears in the weekly report.

Connections That Earn Their Place in an Agency

Connect native channels directly, or use a webhook for an existing tool — each card makes Rocketly’s role clear.

WhatsApp Business API

Native connection

Buyer and seller threads, template messages and viewing confirmations

Instagram DM (Meta)

Native connection

First contact from property tours and reels attached to a record

Google Calendar

Native connection

Two-way sync of viewing appointments with the agent calendar

Meta Ads

Lead source

Project and district lead form records arriving with their source

Bulutfon

Native connection

Calls to the portal listing number attached to the file and the agent

Google Sheets (Import)

One-time import

One-off import of an existing portfolio and client list

What to Set Up in an Agency’s First Week

Use these steps to review your process, responsibilities and permissions before going live.

1

Define offices, branches and agent roles

Open user accounts for agents, sales managers and directors, then limit through roles which listings and conversations each of them can see.

2

Build the listing and buyer custom fields

Define district, rooms, area, floor, budget band, financing and publishing permission with the same names on both sides — matching runs on those fields.

3

Name your file stages

Rename Enquiry → Listing Match → Viewing → Offer and Negotiation → Contract → Deed Appointment → Commission to fit how your agency actually works.

4

Connect channels and calendars

Start with the channel that brings the most enquiries, add the enquiry form and chat widget to the website, and sync agent calendars with Google Calendar.

5

Build and test your first three workflows

Try enquiry routing, viewing confirmation and stalled-listing flows on sample records before you open them to real client communication.

6

Set up reports and draw the line with existing systems

Turn on channel, district and agent reports. Portal back offices, conveyancing and your accounting software keep running alongside; Rocketly is the communication and follow-up layer.

The Rocketly Capacity Behind Your Listing Portfolio

0

Channel types where buyer and seller enquiries land

0

Templates for viewing and listing follow-up

0

Report types covering listings and the sales process

0

Interface languages for overseas buyers

The operational examples on this page are not guaranteed outcomes. What is available and how it performs depend on your process, connected sources, permissions and team use.

Real Estate CRM and Listing Follow-Up — Questions We Get

Rocketly is a CRM layer for an agency’s enquiry and listing communication: requests from connected channels attach to a single record, listings are kept with custom fields, viewings land on a calendar, file stages and commission status are tracked, and the process becomes reportable. It does not take the place of your portal back office, conveyancing work or statutory bookkeeping; it works alongside them as the communication and follow-up layer.

There is no ready-made listing sync with property portals, and listings are not published from Rocketly; your portal back office keeps running on its own side. In practice a call to the number on the portal is captured through the connected phone system, and a message routed to WhatsApp arrives through the channel connection. You can bulk import your existing portfolio from CSV, Excel or Google Sheets, and connect your own flow through Webhook or Zapier.

Yes. Connected sources such as WhatsApp Business, a personal WhatsApp line, Instagram DM and story replies, Facebook Messenger, Telegram, email and the web chat widget appear in the same inbox, and every message attaches to a buyer or seller record. Rocketly supports 12 channel types in total; which ones you can open depends on your account configuration and plan.

A viewing opens from the buyer record and syncs both ways with the agent’s Google Calendar, and a shareable booking page can let the buyer choose a slot. For reminders you define a workflow: the trigger is the approaching appointment date, the condition is a confirmed status, and the action is a reminder draft plus a confirmation task for the seller. Final wording and sending authorization stay with your team, in line with agency policy.

Listings and buyer records use the same custom fields: district, room count, area range, floor, budget, financing and handover status. Segmentation runs on those fields, so when a new listing is added you filter the buyer segment that fits its criteria and open tasks for the relevant agents. The suggested match is reviewed by people — the agent decides which listing is actually presented to which buyer.

You can hold the commission rate, entitlement and collection stage on the file, and document them with the quote and invoice modules; for project sales the broker commission ledger sits inside the Construction Module. This is a tracking and documentation layer, not a substitute for your statutory accounting records or filings. The Pre-Accounting add-on together with Paraşüt and e-Fatura connections carries data across to the finance side.

Yes. The Construction Module works on a project, block and unit hierarchy: a colour-coded availability grid on the floor plan, reservations with validity periods, payment plans and instalments, contract paperwork, sales office teams and the broker commission ledger sit in one place. Buyers view their contract, payment plan and documents through the Customer Portal, while the sales funnel and per-block sales report show how the portfolio is moving.

Yes. Access is role-based: you define which user sees which records, conversations and reports, and multi-branch agencies can separate visibility by team and office. The infrastructure is built to operate in line with data protection requirements and activity history is retained. Decisions about internal permissions, listing-sharing policy and retention periods belong to your organization.

Yes. There is a permanently free plan, no credit card is requested and there is no trial-period concept. AI features, advanced workflows, some channel connections and add-ons such as the Construction Module and Customer Portal sit in paid plans or as modules. The pricing page shows which feature belongs to which plan, so you can pick a tier that matches the size of your agency.

Real Estate Agencies

Bring Your Listings and Buyer Files Onto One Screen

Keep the enquiry, the listing, the viewing and the responsible agent in one workspace.

Best Prices

The Right Plan for Your Business

Monthly

Yearly
2 Months Free

Free

$0

/month

Basic CRM features

Sales Pipeline

Gemini AI support

Email notifications

Starter

$29

$25

/month (Billed yearly)

$58 savings

All Free features

Unified Inbox

Sales Pipeline

Lead Scoring

Excel/CSV Export

💎 MOST POPULAR

Professional

$79

$66

/month (Billed yearly)

$158 savings

All Starter features

Visual Workflow Builder

WhatsApp Personal Integration

All AI engines (Claude, GPT-4, Groq)

Workflow Templates (12+)

✦ BEST VALUE

Business

$199

$166

/month (Billed yearly)

$398 savings

All Professional features

AI Chatbot Agents

Multi-Agent Routing

Knowledge Sources (25)

AI Training Interface

Construction CRM

$950

$792

/month (Billed yearly)

$1900 savings

All Business features

Construction CRM Module

Unit & Block Management

Payment Plans & Installments

Auto Contract Generation

Start using Rocketly today.


Discover the CRM built for your industry.