The broker beat that exists only in a status message
A channel partner relationship manager covering one micro-market has perhaps forty broker offices on their list. They report fourteen visits in a week. There is no record of which fourteen, what inventory was shown, whether the revised commission slab was explained, or whether the partner was told how to register a lead so ownership is not disputed later.
The consequence surfaces at launch. Partners who were never briefed send nothing, partners who went dormant three months ago are still counted on the panel, and a booking arrives from a broker claiming a walk-in that a direct enquiry had already produced. Meanwhile the manager's weekly report is typed on Friday evening from memory.
Coverage you can see against a plan
Group partner offices into beats by micro-market and set a visit cycle, such as every office in one beat once a fortnight and the top ten weekly. The relationship manager checks in at the office from the phone, and the visit log carries the location, the time, the inventory discussed, the commission slab explained and a photograph of the partner's display.
Managers see the day's check-ins on a map, coverage against the plan, and which partners have gone unvisited longest. Work done in a basement office or at an under-construction site is held on the handset and syncs when the signal returns, so nothing depends on the evening the manager sits down to write it up.
More on the capability itself: Field Sales App. More on this industry: CRM for real estate teams.
A fortnight in one micro-market
A relationship manager is responsible for thirty-eight broker offices across two beats.
- 1The app opens on the day's beat, grouped by proximity, with each office's last visit date and lead registration count visible.
- 2At each office the manager checks in, logs which towers and slabs were discussed, and raises a task for anything promised.
- 3Friday's coverage view shows offices visited against plan, and the four partners nobody has called on since the launch briefing.
One price, one plan: ₹899/user/month + GST on annual billing. The Free Forever plan carries one user and 200 leads with no card and no expiry, which is enough to run this workflow on your own data before anyone signs anything.
What else this team uses
The same capability, other industries
Questions teams ask
Try it on your own data
Import a list, run the workflow above, and see what it looks like with your names on it. Setup takes 15 to 30 minutes.