The problem

What breaks without Site Visit & Lead Management System

Leads and site visit schedules tracked in a salesperson's personal notebook or phone are lost when that person is on leave or leaves the company.

  • Lead follow-up depends entirely on individual sales executives remembering to call back.
  • Site visit scheduling is done over phone with no centralised calendar.
  • Conversion tracking from enquiry to booking has no consolidated view.
What it does

Core features

01

Lead capture & scoring

Leads from multiple sources logged with basic qualification scoring.

02

Site visit scheduling

Centralised calendar for site visits with automatic reminders.

03

Follow-up tracking

Structured follow-up cadence so leads do not go cold silently.

04

Conversion reporting

Funnel view from enquiry to site visit to booking.

See it

Screens & workflow

Illustrative screens — final UI is confirmed during onboarding for your configuration.

Site Visit & Lead Management System dashboard Overview
Site Visit & Lead Management System in daily use Workflow
Site Visit & Lead Management System reports Reporting
Plans

Pricing built around rollout stage

Every plan is scoped with you before rollout — talk to an architect for a quote based on user count and integrations.

Starter

Custom

For a single site or department running a pilot.

  • Core module access
  • Fixed user/seat cap for the pilot group
  • Standard onboarding and setup
  • Email support

Enterprise

Talk to us

For large or regulated deployments with custom integration needs.

  • Everything in Growth
  • Custom integrations (SSO, ERP, government systems)
  • Dedicated implementation manager
  • SLA-backed support
  • On-premise or private cloud deployment option
FAQ

Common questions

Leads from common property portal integrations can be routed directly into the system.

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See Site Visit & Lead Management System on your own data

Book a walkthrough or talk to an architect about fit, integration points and rollout timeline.