Built for CP firms.
The sales CRM for channel partner firms in any city: leads called first, visits tagged, clients kept with your firm.
- New launch and resale
- Calls tracked on your team’s phones
- From ₹423 per user a month
90% of teams renew their plan
See your price
Three ways a CP firm loses a booking
Portal leads reach several brokers at once. Credit goes to whoever has proof.
- Another CP calls your lead first
- The buyer says he came on his own
- A salesman leaves with your clients
Tag every visit before the builder asks
Schedule a visit and the tag message is ready to share in the builder’s group.
- Client number masked for you
- GPS and time at start and end
- Works with no network at the site
GPS visits are on the Growth and Developer plans. A record of what happened, not a ruling on brokerage.
Call the lead before other CPs do
99acres, Housing.com, MagicBricks, Facebook or your website, assigned to a salesperson at once.
- Not called in time? It moves on
- Same buyer twice? Flagged
- Every lead keeps its source
See who called, and who didn’t
Calls log themselves from your team’s phones. Missed follow-ups are flagged to you.
- Typed-in calls don’t count
- Bookings by source and project
- Daily report in your inbox
Not your call? Send this to your owner.
Staff leave. Your clients stay.
Your leads live in your firm’s account, not on a salesman’s phone.
- Numbers hidden from sales staff
- Sign out any phone remotely
- Exports only with your OTP
No developer or other firm can see your leads.
Pick your team. See your price.
Billed every 3, 6 or 12 months. No monthly plans. 7-day money-back.
Questions CP owners ask
What should a CRM for a channel partner firm do?
Get every portal lead called fast, tag each site visit with the builder before it happens, log calls without typing, keep clients in the firm’s account when staff leave, and show the owner who did what. Mr. Site Visit does this for CP teams of 3 or more, from ₹548 per user a month on the Growth plan.
Will the builder accept my visit record?
Every scheduled visit gives you a ready tag message for the builder’s group, and the visit itself records GPS and time at the start and end. That gives you facts for the conversation. It doesn’t decide brokerage on its own; your agreement with the developer does.
Can it remind me before a builder registration expires?
There’s no registration tracker yet. Set a follow-up for the expiry date and the app reminds you on the day, with the lead’s full history.
Can I track brokerage: booked, invoiced, paid?
Add stages such as Booked, Brokerage invoiced and Paid to your pipeline, and every booking moves through them. There’s no invoice or ledger feature yet.
Two of my salesmen called the same buyer. Will it stop that?
A repeat number is flagged the moment it comes in, so the lead stays with one person.
If a salesman leaves, do my clients stay with me?
Yes. Sign him out of every device at once and move his leads, with their call and visit history, to someone else.
Can developers or other firms see my leads?
No. Your account is yours alone. No developer or other firm can see your leads, even if they also use Mr. Site Visit.
Does it work for resale and redevelopment?
Yes. You set your own pipelines and stages, so new launch, resale and redevelopment each get their own.
We work in Pune or NCR. Will it work for us?
Yes. It works the same anywhere in India, and we set teams up on a call.
Will my team actually use it?
The Android app needs very little typing: calls log themselves and a call outcome takes three taps. We show your team how on a call.
Will my salesmen feel watched?
Each salesman sees his own leads and numbers; you see the whole team. Calls log themselves, so nobody fills in a report at night.
Does it work on iPhone?
Yes, in Safari, with alerts. Automatic call tracking and offline use need the Android app; on iPhone, calls are logged by hand.
Will WhatsApp ban my number?
We don’t send broadcasts or automatic messages from your number. Your team sends each message themselves, in one tap, with a ready text.
Is there a monthly plan or a free trial?
No monthly plan: plans run for 3, 6 or 12 months, for teams of 3 or more. Instead of a trial, we show it working on your own leads in the demo, and you get a 7-day money-back if it isn’t right for your team.
How do we move from Excel or our old CRM?
Send your Excel, Google Sheet or an export from your old CRM. We import it with you, up to 5,000 rows at a time, and most teams start within a day.
Live in a day. We set it up.
Send your Excel or Sheet. We connect your portals and show your team how, on one call.
404, Sai Darshan Rajesh CHS, Jogeshwari East, Mumbai, Maharashtra 400 060, India