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Web Development

The build keeps moving, the scope and revision trail does not.

Rocketly links project enquiries from web forms, email, WhatsApp and partner referrals to a single client record. Proposal scope, revision rounds, the acceptance stage and maintenance renewals all stay visible on one screen.

Where Scope and Revisions Drift in Web Projects

Scope is agreed out loud when the enquiry arrives, so the proposal goes out before anyone writes down which pages, integrations and languages are actually included.

Nobody counts revision rounds, so when the argument starts about whether this is the third or the fifth round, there is no dated record of what was asked and when.

Acceptance feedback circulates as screenshots in a chat group, and which item is fixed and which is still waiting becomes impossible to follow.

After the maintenance contract is signed, bug reports land in personal messages, and work covered by the agreement blurs into extra development nobody billed.

Domain, SSL and hosting renewal dates live in different provider panels, so the client usually finds out when the site has already gone down.

Where a Web Project Enquiry Reaches You

Website Project Form

Visitors who browse the portfolio usually fill the form, and goal, reference sites and budget range land in structured fields.

Email and Tender Invitations

Corporate buyers send technical specifications and annexes by email, and the documents stay in one history.

WhatsApp Business

Quick questions and urgent bug reports on live projects arrive here, and each message attaches to the right project record.

Live Chat Widget

A visitor with a budget-range or process question writes from chat, and the conversation becomes an enquiry record directly.

Designer and Agency Referrals

Handoffs from a design studio or consultant are logged with a source tag, so you can see which partner brings work.

Corporate Buyer Lead Forms

Buyers looking for a corporate build arrive through lead forms, and records land in the CRM with their campaign attached.

How Rocketly Organizes a Web Development Team

Attach Every Enquiry and Thread to One Record

Web forms, email, WhatsApp, Telegram, live chat and Slack — the sources you connect gather on one screen. Rocketly supports 12 channel types, and you choose which client runs on which channel.

Give the Project Pipeline Real Stages

Build your own stages: Enquiry → Discovery → Proposal → Contract → Build → Acceptance → Launch. The board shows which project waits at which stage and whose desk it is sitting on.

Turn Scope Into a Written Record

Standardize the discovery note and scope list with document templates, write proposal items as day rates or packages, share them as a PDF link and follow approval status from the record.

Make Revision Rounds Countable

Open every revision round as a task group with its date and requester. When the contracted number of rounds is passed, an out-of-scope tag is added and an additional-proposal task appears.

Acceptance and Launch Checklists

Collect client feedback in one list, and attach browser testing, content migration, redirects and backup steps to a launch checklist that nobody has to remember by heart.

Run the Maintenance and Support Agreement

Define monthly maintenance lines with a recurring proposal; incoming bug reports open as tasks, and work inside the agreement is tagged separately from extra development.

Remind on Domain, SSL and Hosting Renewals

Enter renewal dates on the record; as a date approaches, a task opens for the team and a notice draft is prepared for the client. The provider performs the renewal, Rocketly carries the follow-up.

Contracts, Invoices and Milestone Records

The contract module, invoice records and the Pre-Accounting add-on keep milestone payments and maintenance invoices on file, while your accounting software keeps running in parallel.

Project and Support Load Reports

With 38 ready-made report types you can see, from your own data, which client generates the most revisions and support requests.

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 Makes Easier in Web Development — and What It Does Not

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

Drafts Client Messages

Produces drafts for process, delivery-plan and scope questions from your knowledge base; the project manager edits and decides whether to send.

Summarizes a Long Feedback Thread

Condenses scattered acceptance feedback so the developer can turn it into task items without rereading the whole thread.

Helps Separate In-Scope From Out-of-Scope

Suggests a tag for whether a message is a bug report or a new request; the project manager makes the call.

Does Not Write Code or Commit to Dates

AI does not touch your repository, does not deploy, does not promise a delivery date and never messages a client on its own. Those decisions stay with the team.

How a Web Project Moves From Enquiry to Maintenance

01 · CONTROLLED HANDOFF

Taking a web-form enquiry to a proposal

01

A visitor fills the project form; a record opens with goal, reference sites and budget range in structured fields.

02

The discovery call is booked from the booking page and lands on the calendar; the call note is written into the record from a document template.

03

The scope list becomes proposal items, priced by day rate or package, and shared as a PDF link.

04

View and approval status are followed from the record, and questions are answered in the same thread.

05

After approval the contract is attached, the build stage opens and the first sprint task set is created.

Running a revision round without silent scope creep

Client feedback lands on the record, and each round opens as its own task group with a date.

When the contracted round count is reached, an out-of-scope tag is added to the record.

Extra development items are prepared as a new proposal and sent for client approval.

Approved items join the sprint task list, and remaining rounds stay visible on the record.

Closing a bug report under a maintenance agreement

The client reports a bug through the support channel; the request lands on the project record with a priority tag.

AI summarizes the thread so the developer sees the context without rereading it, and the task is assigned.

After the fix, a notice draft is prepared for the client; the team edits it and sends it.

If the request sits inside the agreement it is closed; if not, it is marked as an extra development proposal.

Reminding on a domain and hosting renewal in time

Domain, SSL and hosting expiry dates are entered on the client record.

As a date approaches, a task opens for the responsible developer and a notice draft is prepared for the client.

The team edits and sends the notice; the renewal decision and payment stay with the client and the provider processes it in its own panel.

The new date is written back to the record and the next reminder is scheduled.

Automation Flows for Project and Maintenance Work

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

New Project Enquiry Intake

So an enquiry reaches the discovery call with a named owner

1

Trigger: a new request arrives from the project form or a connected channel.

2

Condition: pick the owner from the technology and budget-range tags.

3

Action: open the client record, share the discovery booking link and prepare the welcome draft.

4

If nobody replies within your chosen interval, notify the studio lead.

Acceptance Feedback Follow-Up

So test items do not disappear inside a chat thread

1

Trigger: the project moves to the Acceptance stage and the checklist opens.

2

Condition: an item is still open after your chosen interval.

3

Action: open a follow-up task for the owner and prepare a status summary draft for the client.

4

When every item closes, trigger the launch checklist.

Renewal Date Reminder

So domain, SSL and hosting terms do not lapse quietly

1

Trigger: a renewal date on the record approaches.

2

Condition: route to the maintenance owner if the service is under contract, otherwise to the account owner.

3

Action: open a follow-up task and prepare the notice draft for the client.

4

When the new date is written back, schedule the next reminder.

Connections Worth Wiring Up in a Web Studio

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

Jotform (Webhook)

Webhook connection

Bringing project brief and specification form answers onto the record

Webhook

Webhook connection

Carrying records from a bug-report form on the live site

Microsoft Teams

Link / manual flow

Sending project notifications for corporate clients to a team channel

Google Calendar

Native connection

Syncing discovery, demo and acceptance meetings

Email (IMAP/SMTP)

Native connection

Attaching tender and specification threads to the project record

CSV / Excel Import

One-time import

Transferring the existing client and maintenance agreement list

The Steps a Web Studio Takes to Set Up Rocketly

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

1

Create the studio team and roles

Define project manager, developer and design users, and limit which role sees which project and client thread.

2

Build the project pipeline

Name the Enquiry → Discovery → Proposal → Contract → Build → Acceptance → Launch flow the way your studio really works.

3

Connect enquiry channels and the form

Connect the project form on your site, the tender mailbox and the WhatsApp line, and add the live chat widget to the portfolio page.

4

Write the scope and proposal templates

Turn the discovery note, scope list and proposal items into document templates, and write the revision round count into the contract text.

5

Fill the maintenance and renewal calendar

Enter current maintenance agreements and domain and hosting expiry dates, then test the reminder flow on one client.

6

Open reports and mark the tooling boundary

Set up project and support load reports. Repository, issue tracker and hosting panel keep running in parallel; Rocketly is the commercial and communication layer.

Rocketly Capacity for a Web Development Studio

0

Channel types where project enquiries reach you

0

Templates for sprint, revision and maintenance flows

0

Report types measuring project and support load

0

Interface languages for overseas client work

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.

Web and Mobile Development Studios Ask

Rocketly is the CRM layer for the commercial and communication process that runs from a project enquiry to a maintenance agreement: requests from connected channels attach to a client record, scope and proposals are documented, revision rounds are counted as tasks, and maintenance and renewal dates are surfaced as reminders. Your code repository, issue tracker and hosting panel keep running in parallel.

You standardize the discovery note with a document template and build the scope list on top of it. In the proposal module you write items as day rates, packages or milestones, share them as a PDF and follow view and approval status from the record. An approved proposal is tied to the contract, and because out-of-scope requests carry their own tag, the conversation about an additional proposal rests on written records.

Yes. Every sprint and every revision round opens as a task group, keeping the requester, the date and the content on the record. When the contracted round count is reached, an out-of-scope tag is added and an additional-proposal task is created. That turns the question of which round you are on into a matter of record rather than memory, and keeps the client conversation on concrete items.

No. Your repository, version control, issue tracker and deployment pipeline keep doing their job. Rocketly is the commercial and communication layer above them: enquiry, scope, proposal, contract, revision counting, maintenance agreement and client threads live here. Where you need information to move between the two sides, webhook and Zapier connections are available.

You define monthly maintenance lines with a recurring proposal, and each period opens the same task set. A bug report from the client reaches the project record through the support channel, gets a priority tag and is assigned to an owner. Because work inside the agreement is tagged separately from extra development, the end-of-period billing conversation is already settled by the record.

Yes. You enter renewal dates on the client record and build the reminder flow in Workflow Builder; 55 templates and 46 trigger types cover date-based flows like this. As a date approaches, a task opens for the team and a notice draft is prepared for the client. The provider performs the renewal itself; Rocketly carries the reminder, the follow-up and the thread.

Yes. The same structure works for one person: enquiry records, proposals, contracts, revision counts and maintenance reminders sit in one panel. As the team grows you add users, define roles and limit who can reach which project. The task and reminder flows stay the same; only the number of people carrying them changes.

The interface is available in 3 languages — Turkish, English and Russian. You run client threads in the language you choose, note the time zone and correspondence language on the record, and plan delivery and meetings around it. Proposal and document templates can be maintained separately per client language.

There is a permanently free plan and no credit card is requested at sign-up. AI features, advanced workflow structures and some channel connections sit in paid plans. A small studio can set up enquiry and proposal tracking on the free plan and move up as it grows; the pricing page lists which feature belongs to which plan.

Web & Mobile Development Agencies

Put Scope, Revisions and Maintenance on the Record

See every project stage, open revision round and renewal date in one panel.

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