Site visits with context
Record the purpose, outcome, and follow-up for each visit, with permission-based location evidence.
PLETOX FOR REAL ESTATE
Real Estate HR, Payroll & Work Software
From site visits to team performance.
Connect office and field teams with leads, client follow-ups, site visits, tasks, and payroll. Bring reviewed sales activity into your incentive discussions without losing employee context.
Real Estate workspaceSample workspaceYOUR TEAM, AT A GLANCE
Sales team / Field activity
- Active leads
- 36
- Visits planned
- 09
- Follow-ups
- 12
| Team | Work in focus | Status |
|---|---|---|
| Sales team | Riverside site visit | Scheduled |
| Account owner | Proposal follow-up | In progress |
| Sales manager | Incentive eligibility | To review |
BUILT AROUND YOUR WORKING DAY
One view of the people behind every follow-up.
Connect people records to everyday work, with the policies, permissions, and review steps your team needs.
Sales work tied to the team
Track leads, customers, quotes, and orders alongside the people responsible for moving them forward.
Incentives with a review trail
Use reviewed conversion or billing performance as inputs to agreed incentive policies and payroll checks.
CONNECTED, WITH CHECKS IN PLACE
From a new lead to a reviewed incentive.
Keep customer activity and employee performance connected, with explicit review before any payout.
- 01
Assign the opportunity
Give the lead an owner and plan the next follow-up or site visit.
- 02
Record the outcome
Update activity, conversion, and relevant order or billing records.
- 03
Review eligibility
Check the agreed incentive policy and approve eligible amounts before payroll.
- 1
Assign the opportunity
Riverside site visit
Recorded - 2
Record the outcome
Proposal follow-up
Recorded - 3
Review eligibility
Incentive eligibility
Ready for review
Named owners. Recorded updates.
Approvals before the next step.
YOUR CONNECTED PLATFORM
The modules behind
your team's working day.
Start with your priorities. Confirm the plan, optional modules, and setup scope for your organization.
Sales & billingWorklogs & visitsLocation & live trackingTasks & projectsPayroll & salary rulesExpenses & reimbursements
Core plans and optional modules, with clear scope before rollout.
Compare plansGOOD TO KNOW
Real Estate teams.
Your questions, answered.
Discuss your workflows and confirm the right setup for your team.
Book a demoLead conversion, order, and billing records can support performance review. Confirm the incentive rules and data flow during setup; a recorded sale does not automatically authorize a payout.
Enabled location features support on-duty visit evidence with permission and access controls. Review device permissions, working hours, and your organization's tracking policy before rollout.
The modules shown cover workforce management and sales workflows. Property inventory, unit bookings, and specialized brokerage processes require separate scope confirmation.