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How a Growing Real Estate Consultancy Improved Site Visit Tracking and Team Accountability with Karyalay

UrbanNest Realty Consultants
How a Growing Real Estate Consultancy Improved Site Visit Tracking and Team Accountability with Karyalay

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. ๐Ÿ“ž๐Ÿ“‹

Despite regular lead inflow, there was no reliable method to verify whether site visits were actually conducted at the correct locations and scheduled time. ๐Ÿ“โŒ


Management often struggled with missed follow-ups, unclear lead ownership, and inconsistent activity reporting from field brokers. ๐Ÿ“‰ 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 UrbanNestโ€™s daily workflows. The CRM module helped capture and assign property leads, ensuring every inquiry had clear ownership and timely follow-ups. ๐Ÿงฉ

GPS-based attendance and location-verified check-ins were enabled to authenticate site visits and broker presence at property locations. ๐Ÿ“โœ… 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. ๐Ÿ“ฑ Management dashboards and performance reports provided leadership with a clear overview of activities, pending tasks, and conversionsโ€”without relying on manual updates or verbal confirmations.

Modules Used

CRM GPS Attendance Work Orders & Tasks Visit Reports Management Reports

The Results

๐Ÿ‘€ Improved visibility into broker activities and on-site visit execution
๐Ÿ“‰ Reduced dependency on manual registers and WhatsApp-based tracking
๐Ÿ“ Stronger accountability through location-verified attendance and visit logs
โฑ๏ธ Faster and more structured lead follow-ups
๐Ÿค Better coordination between field teams and management
โญ Enhanced client trust through timely and professional site visit handling

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