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Pulse for real estate field teams

Site visits that reach the office with context.

Pulse gives travelling real estate sales and channel teams a simple record of configured-site visits, GPS photo check-ins, field expenses, attendance, and manager visibility.

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Field salesChannel managersSite coordinatorsSales operations
Field notes
1

Configure the locations

A named place for every field call

2

Record the visit

Field activity with context, not a totals column

3

Submit field spend

Claims reviewable by date and category

4

Review coverage

Coverage per employee and per location

HQ note

Field activity becomes operational proof.

Friction log

A busy day of site calls can leave no usable record

  • Teams move between projects, channel partners, and customer sites with updates scattered across calls.
  • Managers see activity totals but not which configured locations were actually covered.
  • Travel and promotion expenses arrive after the context has been forgotten.
Replace it with

Make field activity visible without continuous tracking

  • Represent project sites, offices, and channel partners as managed visit locations.
  • Capture a time, GPS position, and optional photo when the employee checks in.
  • Review field expenses, coverage, attendance, leave, and salary context from web.

Built for real estate field sales

The capabilities behind the promise.

Configured-site visits

Record visits to project sites, offices, and partner locations without claiming CRM lead management.

Coverage by person

Compare field activity and find locations that have received little or no attention.

Travel expense evidence

Attach receipts to field expenses and review them by date, category, and employee.

Attendance for travelling staff

Keep field check-ins, time off, base salary, and monthly adjustments in one people record.

No background surveillance

It ends with coverage per employee and per location.

Every step leaves something behind, so the figure at the end of the month can be traced back to the work that produced it.

  1. 01

    Configure the locations

    Project sites, sales offices, and channel partners are set up as visit locations without pretending to be a CRM.

    Leaves behind

    A named place for every field call

  2. 02

    Record the visit

    A check-in stores the time, GPS position, and optional photo when the employee arrives, and only then.

    Leaves behind

    Field activity with context, not a totals column

  3. 03

    Submit field spend

    Travel and promotion expenses are filed with receipts while the reason for them is still fresh.

    Leaves behind

    Claims reviewable by date and category

  4. 04

    Review coverage

    Managers compare activity per person and find partners or projects that have received little attention.

    Leaves behind

    Coverage per employee and per location

Questions before rollout

What real estate field sales teams ask

Explore adjacent operations

Related industry playbooks

View every industry

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See Pulse for Real Estate Field Sales

Walk through the configure the locations, record the visit, submit field spend, review coverage flow with your own operating model in mind.

Free to start · No payment required · Web + Android