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Site visits
Site visit tracking software for real estate teams.
The site visit is the single highest-intent event in an Indian property sale, and it is the one most CRMs treat as a checkbox. SaudaFlow schedules it, proves it happened with a GPS check-in and a photo at the gate, shows the manager within seconds, captures what the buyer actually said, and fires the follow-up the same evening instead of four days later.
Check-in at Gate 2 — geo-pinned, photographed, timestamped.
Check-in to manager
< 3sCheck-in to manager
Pinned at the gate
GPSPinned at the gate
Queues, then syncs
OfflineQueues, then syncs
Proof attached
PhotoProof attached
How a tracked site visit runs
Four moments, and the only one that costs the broker any effort is a single tap at the gate.
01
Schedule from the lead
Pick the project, tower and slot from the lead card. The buyer gets a WhatsApp confirmation with the time and a map pin to the correct gate, which is where most no-shows actually come from.
02
Check in at the gate
One tap on arrival captures a GPS pin, a timestamp and a photo. It works with no signal in basement parking — the check-in queues locally and syncs the moment bars come back.
03
The manager sees it land
The check-in appears on the manager dashboard within seconds. A visit that was supposed to happen at 11am and has not been checked in by 11:20 is visible as an exception, not a surprise on Monday.
04
Capture the outcome, trigger the follow-up
Mark the visit done with an outcome — interested, budget mismatch, wants a different tower, bringing family next week — and the next action fires from that outcome rather than from memory.
Why "did the site visit actually happen?" is a real question
Every sales head in Indian real estate has had the conversation. The Monday sheet says eleven site visits last week. The project team at the gate remembers seven. Nobody is necessarily lying — visits get logged from a car on Friday evening, from memory, with the optimism of a person filling a target.
A GPS check-in ends the argument without anyone having to have it. The visit carries a pin at the project, a timestamp, and a photo. Not because brokers are assumed dishonest, but because a business making crore-scale decisions on conversion ratios needs the denominator to be real. Site-visit-to-booking is the most important ratio a real estate team tracks, and it is worthless if the visit count is soft.
The second-order effect is the useful one. Once visits are provable, a manager can compare brokers on visit-to-booking rather than on how many visits they claim, and can spot the broker whose visits convert at twice the rate and find out what they say at the gate.
GPS pin, timestamp and photo on every check-in
Late or missing check-ins visible as live exceptions
Visit-to-booking ratio computed on real visits
Works offline in basements, syncs when signal returns
The scheduling half, which decides the no-show rate
Most site visits fail before anyone reaches the gate. The buyer was told "Saturday morning", never got a confirmation, could not find the right entrance on a two-hundred-acre township, or was expecting a broker who had double-booked the slot.
Scheduling from the lead card fixes the mechanics. The buyer receives a WhatsApp confirmation carrying the actual time, the project, the specific gate and a map pin. A reminder goes out the evening before and again on the morning. The broker's day is a list, so double-booking is visible while it is still fixable.
For builders running a sales gallery, the same schedule tells the site team who is expected today, which project and configuration they are coming for, and which channel partner is bringing them. That last field is what makes a partner-attribution dispute a lookup rather than an argument three months later.
What a visit is worth once it is captured
A site visit generates information that decides the rest of the deal, and almost all of it evaporates if it is not written down within the hour. Which unit did they react to. What was the objection — price, floor, facing, possession date, distance from the school. Who came with them, because in Indian property purchases the person who did not speak is frequently the person who decides.
The outcome form is deliberately short, because a long form after a two-hour visit gets filled with nothing. Outcome, objection, next step, and an optional voice note. From that, automation does the work: an interested outcome sends the thank-you and the cost sheet for the unit they liked; a budget-mismatch outcome moves them to a different inventory bucket instead of into a dead pipeline; a "bringing family" outcome schedules the second visit before the broker has left the site.
All of it attaches to the lead, so the next person to speak to that buyer — a manager, a closing specialist, a colleague covering a leave — reads the visit rather than guessing at it.
Outcome, objection and next step in under thirty seconds
Voice note attached for the detail a form cannot hold
Automatic follow-up fired from the outcome, the same evening
Second visit scheduled before the broker leaves the site
Proof, disputes and channel partner attribution
Where channel partners are involved, the site visit is the attribution event, and attribution is where the money argument happens. A partner claims they brought the buyer; the builder's in-house team says the buyer had already walked in. Six months later, at brokerage payout time, both sides are reconstructing history from WhatsApp screenshots.
A timestamped, geo-pinned check-in naming the accompanying partner turns that into a lookup. The record was created at the gate, by the person who was standing there, before anyone had a reason to remember it differently. Builders using SaudaFlow for partner-led inventory consistently describe this as the feature that pays for the subscription.
The same record is what makes a RERA-era audit trail defensible: who visited, when, with whom, and what they were shown — held as tenant data encrypted at rest in the Mumbai region, with every staff access writing an audit row you can read.
What happens if there is no mobile signal at the site?
The check-in still works. The app is offline-first, so the GPS pin, timestamp and photo are captured and queued locally, then sync automatically the moment signal returns. Basement parking and under-construction towers were the design case, not an edge case.
Can a broker fake a check-in from somewhere else?
The check-in records the device location at the moment it is taken, so a check-in made from a car two kilometres away is visibly two kilometres away. Combined with the timestamp and photo, the cost of faking a visit becomes higher than the cost of doing it. Managers see distance-from-project on the visit record.
Does the buyer have to install anything?
No. The buyer receives a WhatsApp confirmation with the time, the project and a map pin, and reminders before the visit. Everything else happens on your team's app. Asking a property buyer to install software is how you lose the visit.
How fast does a manager actually see the check-in?
Under three seconds from check-in to the manager dashboard is the performance target the product is built and measured against, assuming the broker has signal. That speed is what makes intervention possible during the visit rather than after it.
Prove a site visit on the demo call.
We will schedule one against your project, check in from a phone, and you will watch it appear on the manager screen while we are still talking.