Managing Leads, Site Visits, Broker Teams, and Payroll for Real Estate Firms

UrbanLink Realty Advisors worked as a channel partner for multiple residential and commercial projects, managing buyer leads, broker teams, and frequent site visits. As operations scaled, visibility and control became increasingly difficult.

Key operational challenges included:
• Buyer leads and follow-ups scattered across calls, WhatsApp, and spreadsheets
• Site visits reported by brokers without reliable location or time verification
• No clear ownership of leads across multiple brokers and projects
• Travel reimbursements paid on estimates rather than actual site visits
• Payroll disputes due to unclear attendance and activity records
• Management lacking a real-time view of broker productivity and deal movement

These gaps resulted in lead leakage, weak broker accountability, and inconsistent conversion performance.

Karyalay was implemented as a central ERP system to manage the entire real estate sales lifecycle. All buyer enquiries, properties, and channel partner projects were organized centrally within the CRM, ensuring structured lead ownership and follow-up discipline.

Each site visit and client interaction was converted into scheduled tasks with defined timelines. GPS-based attendance and visit verification ensured that brokers could update visit status only when physically present at project locations. Travel reimbursements were aligned with verified visits, eliminating estimated claims.

Employee management and attendance data were linked directly to payroll processing, reducing disputes. Property documents, client records, and internal approvals were centralized, while management dashboards provided real-time insights into leads, site visits, broker performance, and conversion pipelines.

🏘️ Centralized lead and property management across multiple projects
📍 Verified site visits with location-based validation
📌 Clear broker accountability for lead follow-ups and visits
🚗 Accurate reimbursement processing based on real site activity
💰 Payroll aligned with verified attendance and field work
📊 Real-time visibility into broker productivity and deal progress
🚀 Higher conversion confidence with disciplined sales execution