SaaS App for Managing Field Sourcing Teams and Channel Partners in Real Estate

Managing a distributed workforce posed significant hurdles:

• Limited visibility of sourcing staff activity in the field.

• Challenges in setting and monitoring daily and monthly targets.

• No central tool for tracking channel partner performance.

• Inconsistent reporting across employees and teams.

• Lack of verification for meetings, site visits, and interactions.

To solve these pain points, the company needed an all‑in‑one SaaS solution that would enable them to:

• Monitor staff and channel partner productivity.
• Maintain accountability with location and activity tracking.
• Streamline target setting, reporting, and verification.
• Build trust across channel partnerships.

RP IT Solutions developed a custom SaaS app that became the backbone of the client’s sales and sourcing operations:

• Location Tracking: Enables managers to track the real‑time location of sourcing staff.

• Battery Status Monitoring: Alerts supervisors if mobile devices have low battery levels.

• Daily Targets & Goals: Allows setting, updating, and monitoring staff and channel partner objectives.

• Channel Partner Management: Provides a dedicated module for onboarding and managing channel partners.

• OTP & Photo Verification: Enables verification of meetings and site visits for accountability.

• In Depth Reports: Provides daily, weekly, and monthly activity and performance summaries.

• Automated Scheduling: Enables staff to set meetings, appointments, and site visits within the app.

• Centralized Dashboard: Gives managers and stakeholders an instant view of team productivity, campaign status, and channel performance.

Front End :  Flutter

Back End :  Nodejs , Typescript

Database :  Postgresql

With the new SaaS platform, the client achieved:
Better Oversight: Complete visibility across field staff and channel partner activities.
Increased Productivity: Clear daily and monthly target setting boosted performance and accountability.
Reliable Verification: Photo and OTP verification ensured data integrity and trust.
Time & Cost Savings: Automated reporting and digital target tracking replaced cumbersome manual methods.
Improved Channel Partner Relations: Centralized platform fostered stronger collaboration and trust.

Need a SaaS solution for your field staff, channel partners, or internal operations? Let RP IT Solutions build the right one for you! Contact us today and transform your business.