Case study · SaaS platform
Field sourcing platform for a real estate firm
One app that shows managers where their sourcing staff are, what they agreed to hit, and whether the site visit actually happened.
Client
Details Withheld
Industry
Real estate
Location
Details Withheld
Services
SaaS development · Mobile app development
8
Modules running in one platform
2
Checks on every site visit, OTP and photo
3
Report cadences, daily, weekly and monthly
01 · The challenge
Field teams worked out of sight.
Sourcing staff spent their days outside the office, meeting channel partners and visiting sites. Managers had no way to confirm any of it. Targets were set in spreadsheets and reported back in whatever format each person preferred.
No manager could say where a sourcing executive was, or whether a logged meeting had happened
Daily and monthly targets were set by hand and tracked inconsistently across teams
Channel partner performance had no measurement anywhere, so partner conversations ran on assertion
02 · What we built
One platform for staff, partners and targets.
A Flutter app for the field team and a dashboard for management, sharing one backend. Staff book visits, verify them on the spot and see their own numbers; managers see all of it as it happens.
Live location tracking
Managers see where every sourcing executive is, in real time, with low-battery alerts when a device is about to drop off.
Verified visits
Every meeting and site visit is confirmed with a one-time password and a photo, so the record matches what happened.
Targets and goals
Daily and monthly objectives are set, updated and tracked in the app for both staff and channel partners.
Channel partner management
Partners are onboarded and managed in a module of their own, with their performance measured alongside the team's.
Manager dashboard
Team productivity, campaign status and channel performance in one view, with daily, weekly and monthly reports built from the same data.
03 · The result
Field activity is now visible, verified and tracked in one place.
Managers can see what field staff and channel partners are doing as it happens. Every visit is confirmed with a one-time password and a photo, and targets and reports now live in the app instead of in spreadsheets.
Field activity is visible as it happens rather than reconstructed from reports afterwards
Photo and OTP checks mean the visit log can be trusted in partner conversations
Automated reporting replaced the manual weekly and monthly collation entirely
With RP IT Solutions' SaaS app, we've completely transformed how we manage our sourcing staff and channel partners.
Details Withheld
Technology
Front end
Flutter
Back end
Node.js · TypeScript
Database
PostgreSQL
Integrations
None
Services used
More Case studies
More work like this
All case studies →
Coin grading portal for a US company
Online booking, a customer wallet and a grading-results dashboard, all connected to HubSpot.
SaaS app for managing field sourcing teams
Two secure portals for franchisee ordering and head-office fulfilment, with live FedEx and UPS shipping and automated stock.
Contact
Have a process that needs its own system?
Send a few lines. A senior engineer replies within 30 minutes with questions, not a sales deck.
We never share your details.