Built for mandate firms.
The sales CRM for mandate companies in any city: hundreds of CPs, one record of who brought each buyer.
- A partner code for every CP
- Every project, its own pipeline
- From ₹1,298 per user a month
90% of teams renew their plan
See your price
Where a mandate loses its brokerage
Two CPs claim one buyer, the developer calls it direct, and the proof sits in WhatsApp.
- Two CPs swear it’s theirs
- The buyer is called a walk-in
- MIS typed late every night
One record of who brought the buyer
Every tag keeps its date, the partner’s code and the first visit. Clashes go to one queue.
- Tagging window ends by itself
- Name a main partner or split
- Every change needs a reason
You can’t approve a partner you manage.
Check in the weekend rush at the gate
Site staff open one form on any phone. The buyer verifies his number; the CP’s code tags him.
- Buyer number verified by OTP
- Partner code tags the CP
- Same number twice? Blocked
Every project, its own pipeline and team
Run several developers’ projects side by side. Leads route by project to the right team.
- Own stages for each project
- Each person sees his pipelines
- One report across projects
The morning report, sent by itself
A daily report goes to the emails you choose, Monday to Saturday.
- Visits scheduled vs done
- Bookings by source and project
- Typed-in calls don’t count
Not your call? Send this to your founder.
Pick your team. See your price.
Billed every 3, 6 or 12 months, from 3 users. Your CPs need no seat. 7-day money-back.
Questions mandate companies ask
What CRM should a mandate company use?
One that gives every channel partner a code, keeps a dated record of who brought each buyer, settles clashes with a recorded reason, runs each developer’s project in its own pipeline, and reports by itself. Mr. Site Visit’s Developer plan does this, from ₹1,298 per user a month; partners need no seat.
Is the price per user or per CP?
Per user on your own team. Channel partners are records with a partner code; they don’t sign in and don’t count as users.
Can CPs register buyers from one link?
Yes, with a lead form. Share its link or QR: the buyer’s number can be verified by OTP, and the partner code tags the CP. There is no partner login or app to install.
Can a CP see his own buyer’s status?
Not inside the app yet; there is no partner login. Your team can send him the visit tag or the claim decision on WhatsApp.
Who can change a claim after it is settled?
Only people you give claim permission, and only with a written reason. Every change stays in the claim history, and nobody can approve a partner they manage.
We sell projects for several developers. Does that work?
Yes. Each project gets its own pipelines, assignment rules and team, and reports can show them side by side.
Can the developer see our records?
Only if you add his person as a user, with access to that project’s pipeline alone. Otherwise your account is yours: no developer or other firm can see it.
Can it track CP payouts, commission or TDS?
Not yet. Add stages such as Brokerage due and Paid to your pipeline, and every booking moves through them.
Our launch is in two weeks. Is that enough?
Most teams start within a day. We set up your projects, partner codes, forms and assignment rules with you, on a call.
How do we move from Excel or Sell.Do?
Send your Excel or an export from your old CRM. We import it with you, up to 5,000 rows at a time.
What if the network is weak at the site?
The Android app keeps working without network and syncs when it’s back. The check-in form needs a connection.
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.
Is there a monthly plan or a free trial?
No monthly plan: plans run for 3, 6 or 12 months, from 3 users. 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.
Live before your launch. We set it up.
Send your leads and CP list in Excel. We set up projects, partner codes, forms and rules with you, on one call.
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