Every site visit, on record.
From the tag in the builder’s group to the time and place at the site: how each visit is recorded, and what that record proves.
- Tag ready before the visit
- GPS and time at start and end
- Partner claims with a time window
90% of teams renew their plan
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A visit without a record is a guess
When the buyer books, everyone remembers the visit differently.
- “He came on his own”
- Two partners claim one buyer
- Proof lost in a WhatsApp group
Before: tag it in the builder’s group
Schedule the visit and the tag message is ready to copy, with the buyer’s number hidden.
- Buyer’s number masked
- Reminder an hour before
- Fresh visit, revisit or final walk
At the site: start, end, done
The salesperson taps Start at the site and End when the visit is over.
- GPS and time at both taps
- Duration worked out for you
- Rating and notes before saving
GPS visits are on the Growth and Developer plans.
When two partners claim one buyer
For developers and mandate companies: every claim has a window, and clashes go to one queue.
- Window starts at the first visit
- Every decision keeps its reason
- No approving a partner you manage
What the record proves, and what it doesn’t
- When the visit started and ended
- Where the phone was at both taps
- Who tagged the buyer, and when
It doesn’t block a visit away from the site; managers check the map. It doesn’t decide brokerage; your agreement does.
Visit Record
No. 0142
- Buyer
- Rajesh M.+91 98••• ••210, hidden from staff
- Project
- Tower B, Thane WestFresh visit, 2 BHK, ₹1–1.2 Cr
- Partner
- Patil RealtyCode PTL7Q2, tagged on 24 Oct
- Started
- Sun 26 Oct, 11:42 amGPS 19.2183, 72.9781 (±8 m)
- Ended
- 12:24 pm, 42 minGPS 19.2185, 72.9779 (±8 m)
Questions about visit records
How do you track site visits for a real estate sales team?
Schedule each visit in the CRM so a tag message goes to the builder’s group first. At the site, the salesperson taps Start and End: the app records GPS and time at both taps, the duration, a rating and notes. Managers see every visit, with both points on a map, against each lead.
Can a salesperson fake the location?
The location comes from the phone’s GPS at the start and end of the visit, and the manager sees both points on a map. The app doesn’t block a visit away from the site, and if GPS fails a visit can be started without it; that visit then shows no location. So check the map, as you would any record.
Does it work with no network at the site?
Yes, on the Android app. The visit is saved on the phone and syncs when the network is back.
Does the builder see our CRM?
No. Your team copies the tag message into the builder’s WhatsApp group; the builder sees only that message, with the buyer’s number hidden.
Does the record decide our brokerage?
No. It is a dated record of what your team did. Your agreement with the developer decides brokerage; the record gives you facts for that conversation.
Can we record revisits and the final walk?
Yes. Each visit is marked as a fresh visit, a revisit or a final walk, and each has its own start, end and notes.
See your next visit on record.
We set it up with your projects and partners, on one call.