Leadvio Site Visit Management Software for Channel Partners
Site Visits You Can
Schedule, Track and Prove
Leadvio schedules site visits against the lead, sends the details to your team, and records location proof when a visit is completed. You stop guessing which visits actually happened, and every visit, reschedule and outcome stays visible on the lead record for the whole team.
For a channel partner, the site visit is the moment a lead becomes real. It is also the moment with the least visibility today: the visit is agreed on a call, noted in a diary or a chat, and afterwards nobody is fully sure who went, whether the buyer turned up, or what was said at the site. Leadvio replaces that guesswork with a visit record that lives on the lead.
Scheduling That Takes Seconds
A visit is booked from the lead record itself. Pick the date and time, and the visit is attached to the buyer, the project and the agent handling it. There is no separate calendar to keep in sync and no message thread to search when plans change. If the visit moves, you reschedule it on the same record, and the history shows the change instead of a confusing pile of confirmations.
Managers can see the day's and week's visits across the team in one view: who is taking which buyer, to which project, and at what time. Double bookings and forgotten visits show up before they embarrass you in front of a buyer or a developer.
How It Works
Book From the Lead
Pick the date and time; the visit attaches to the buyer, the project and the agent.
Team Sees the Day
Managers see every visit across the team and spot double bookings and forgotten visits early.
Confirm on WhatsApp
The buyer conversation continues in the same WhatsApp thread inside the CRM.
Complete With Location Proof
When a visit is marked completed, location proof is recorded with it.
Follow Up While It Is Fresh
The next step is set on the lead right after the visit, while the conversation is fresh.
The Visit Is the Middle of the Journey
By the time a buyer reaches this step they have been captured, called and followed up on the same record. The visit is booked from that record, completed with location proof, and hands the lead straight to booking.
Reminders for Agents and Buyers
A scheduled visit only works if both sides show up. Visit details stay in front of the agent on the lead record, so the day's visits are part of the same list they already work from. The buyer conversation continues on WhatsApp inside the CRM, so confirming the visit, sharing the time, and following up afterwards all happen in the same thread as the rest of the discussion.
After the visit, the follow-up is set on the lead while the conversation is fresh, whether that is a second visit, a booking discussion, or a polite close.
Location Proof on Completed Visits
When a visit is completed, Leadvio records location proof with it. That single detail ends the most common site visit arguments: whether the visit happened at all, and whether the agent actually went to the site. For channel partners who report visits to developers, proof on the record makes those conversations simple and factual.
Location proof also protects your commission. When a booking later traces back to a visit your team conducted, the visit record with its proof is sitting on the lead, dated and visible.
A Week of Visits, Every One Accounted For
The manager view of the week ahead: who is going where, which visits are confirmed, and which completed visits already carry their location proof.
From Visit to Booking, on the Same Record
The visit is one step in a journey that stays inside Leadvio. The lead arrives from Facebook, 99acres or WhatsApp, your team calls and chats with the buyer, the visit is scheduled and proven, and the booking and EOI are managed on the same record with a KYC checklist. After the deal, commission slabs and payout tracking close the loop.
Built for Channel Partners in India
Leadvio is a real estate CRM built for Indian channel partners, made by 13Fold Labs in Mumbai. It is built around the problems CPs actually face: lost leads, missed follow-ups, no site visit visibility, and commission disputes.
Pricing is simple. Leadvio is free for up to 3 users, with no time limit. For bigger teams, pricing is by team size: Team 5 is ₹4,995 per month, Team 10 is ₹8,490 per month, Team 20 is ₹14,980 per month, and Team 50 is ₹32,450 per month, plus GST. The per user price drops as the team grows: ₹999, ₹849, ₹749 and ₹649 per user. There is no free trial on paid plans; the free plan is the way to start.
Frequently Asked Questions
Open the lead, pick the date and time, and the visit is saved on the lead record with the buyer, project and agent attached. Rescheduling happens on the same record.
When a visit is marked completed, Leadvio records location proof with it, so there is a factual record that the visit happened at the site.
Yes. Visits across the team are visible in one view, so managers can spot double bookings, missed visits and busy days before they become problems.
The visit stays on the lead record in front of your team, and the buyer conversation continues on WhatsApp inside the CRM, so your team can confirm and follow up in the same thread.
Leadvio is free for up to 3 users, with no time limit. For bigger teams, pricing is by team size: Team 5 is ₹4,995 per month, Team 10 is ₹8,490 per month, Team 20 is ₹14,980 per month, and Team 50 is ₹32,450 per month, plus GST. The per user price drops as the team grows: ₹999, ₹849, ₹749 and ₹649 per user. There is no free trial on paid plans; the free plan is the way to start.
See Every Site Visit, Proven
Book a demo and see how a site visit is scheduled, completed and proven on the lead record in Leadvio.
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