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Real Estate Consultancy
How a Growing Real Estate Consultancy Improved Site Visit Tracking and Team Accountability with Karyalay
UrbanNest Realty Consultants
The Challenge
UrbanNest Realty Consultants was handling multiple residential and commercial property listings across different locations. The team depended largely on phone calls, WhatsApp conversations, and manual tracking to manage broker activities and site visits. ๐๐
Despite regular lead inflow, there was no reliable method to verify whether site visits were actually conducted at the correct locations and scheduled time. ๐โ
Management often struggled with missed follow-ups, unclear lead ownership, and inconsistent activity reporting from field brokers. ๐ As the business expanded, the lack of real-time visibility and structured tracking made it difficult to measure productivity, enforce accountability, and maintain a professional experience for prospective clients.
Despite regular lead inflow, there was no reliable method to verify whether site visits were actually conducted at the correct locations and scheduled time. ๐โ
Management often struggled with missed follow-ups, unclear lead ownership, and inconsistent activity reporting from field brokers. ๐ As the business expanded, the lack of real-time visibility and structured tracking made it difficult to measure productivity, enforce accountability, and maintain a professional experience for prospective clients.
The Solution
Karyalay was implemented as a centralized operational platform to bring structure, visibility, and control into UrbanNestโs daily workflows. The CRM module helped capture and assign property leads, ensuring every inquiry had clear ownership and timely follow-ups. ๐งฉ
GPS-based attendance and location-verified check-ins were enabled to authenticate site visits and broker presence at property locations. ๐โ Work orders and task assignments were created for scheduled visits, allowing managers to track progress in real time.
Field brokers used the mobile application to mark visits, add remarks, and update lead status directly from the site. ๐ฑ Management dashboards and performance reports provided leadership with a clear overview of activities, pending tasks, and conversionsโwithout relying on manual updates or verbal confirmations.
GPS-based attendance and location-verified check-ins were enabled to authenticate site visits and broker presence at property locations. ๐โ Work orders and task assignments were created for scheduled visits, allowing managers to track progress in real time.
Field brokers used the mobile application to mark visits, add remarks, and update lead status directly from the site. ๐ฑ Management dashboards and performance reports provided leadership with a clear overview of activities, pending tasks, and conversionsโwithout relying on manual updates or verbal confirmations.
Modules Used
CRM
GPS Attendance
Work Orders & Tasks
Visit Reports
Management Reports
The Results
๐ Improved visibility into broker activities and on-site visit execution
๐ Reduced dependency on manual registers and WhatsApp-based tracking
๐ Stronger accountability through location-verified attendance and visit logs
โฑ๏ธ Faster and more structured lead follow-ups
๐ค Better coordination between field teams and management
โญ Enhanced client trust through timely and professional site visit handling
๐ Reduced dependency on manual registers and WhatsApp-based tracking
๐ Stronger accountability through location-verified attendance and visit logs
โฑ๏ธ Faster and more structured lead follow-ups
๐ค Better coordination between field teams and management
โญ Enhanced client trust through timely and professional site visit handling
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