PLETOX FOR REAL ESTATE TEAMS

Real Estate HR, Payroll & Work Software
From the office to the next site visit.

Connect the people behind your leads, visits and follow-ups. Bring office and field staff into one workspace for attendance, daily work, expenses and payroll, with reviewed sales activity informing incentive decisions.

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PletoxAcme Realty / Team workspaceOffice + Field

YOUR PEOPLE, YOUR NEXT FOLLOW-UP

The working day, connected.

Tuesday, 22 September
Team members
32
Visits assigned
9
Follow-up tasks
12
Claims to review
3
EmployeeWork in focusStatus
Rohan PatelRiverside site / Customer visitVisit recorded
Asha ShahCustomer document follow-upIn progress
Meera RaoCommercial proposal reviewFor review
Named owners. Recorded activity. Clear next steps.Follow a visit
Illustrative preview / Sample dataEmployee activity, not property inventory

YOUR PEOPLE, WHEREVER THE WORKDAY TAKES THEM

One team.
More than one place of work.

Sales executives move between sites. Office teams coordinate documents and follow-ups. Managers need to understand both the activity and the employee behind it, without chasing updates across messages.

People organized across locations

Keep joining details, documents, teams and reporting managers in one employee record, whether someone works from a branch office or in the field.

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Attendance that fits the role

Use supported office attendance and enabled mobile workflows for field teams. Keep shifts, leave and corrections connected to the working day.

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Site visits with useful context

Record visit assignments, timing, remarks and enabled location evidence. Make the outcome and next action visible to the right manager.

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Sales activity with ownership

Connect leads, customers, quotes, orders and billing records to the people responsible for progressing the conversation.

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Field expenses ready for review

Collect travel claims, receipts and supporting details. Keep policy review, approval and payment status distinct.

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Reviewed incentives and payroll

Combine salary rules, attendance and approved amounts. Use reviewed sales performance as context for configured incentive calculations.

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A VISIT IS MORE THAN A LOCATION POINT

From arrival to follow-up.
Keep the visit together.

Give managers a useful record of field work, and employees a clear place to capture it. A visit should retain its timing, purpose, outcome and next step.

  • 01

    Plan the assignment

    Associate an employee with the relevant site or location and visit period. Keep the assignment separate from evidence of completion.

  • 02

    Record what happened

    Capture visit check-in and check-out, remarks, and enabled location or selfie evidence. Device permissions and connectivity affect what is available.

  • 03

    Make the next action clear

    Record the outcome and create the follow-up task with a named owner. Use worklogs to keep other field activity visible.

A visit check-in is not continuous tracking. On-duty location tracking is a separately enabled, permission-based workflow.

Explore visits Location controls
Site visit / Field activityIllustrative preview / Sample data
RP
Rohan PatelSales executive / Nashik
Visit recorded

Riverside site

Customer meeting / 22 September

Check-in
10:30 AM
Check-out
11:15 AM
Location evidence
Recorded
Outcome
Follow-up needed
Share the requested information

Owner: Rohan / Due tomorrow

Recorded activity, not confirmation of a property booking or sale.

KEEP THE CUSTOMER CONVERSATION MOVING

Every follow-up.
A clear owner and next step.

Connect sales records and employee activity so the next conversation does not depend on someone remembering to forward a message.

  • 01

    Start with the lead and its owner

    Maintain the lead or customer record and the responsible employee. Keep relevant sales activity and status updates in context.

  • 02

    Turn follow-ups into accountable work

    Assign tasks for customer calls, document coordination and internal follow-through. Record due dates, progress and the person responsible.

  • 03

    Keep commercial milestones distinct

    Where enabled, record quotes, sales orders and invoices. A quotation is not an order, and a billed amount is not a confirmed collection.

Explore Sales & Billing
Sales team / Follow-up queueIllustrative preview / Sample data

The next step is visible.

22 September
Riverside enquiryIn progress

Share requested details

Rohan Patel / Due tomorrow
Customer document follow-upAssigned

Confirm missing information

Asha Shah / Due today
Commercial proposal reviewFor review

Review the quote with manager

Meera Rao / Due today

Sample sales and task records. Not a property availability or booking board.

FIELD WORK STILL NEEDS A STRONG HR FOUNDATION

Support the employee,
not just the sales activity.

Keep everyday people operations connected for branch staff, field executives and managers, with access appropriate to their role.

A structured start

Collect joining information and documents, complete HR review and keep department and manager details together.

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Leave with team context

Let employees check enabled balances and apply. Give reviewers the dates and context needed to decide.

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Accountable asset assignments

Keep issued phones, laptops and other employee assets linked to their assignees and return records.

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Their workspace, within reach

Give employees access to enabled payslips, attendance, requests and work on web, Android and iOS.

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LESS CHASING RECEIPTS AFTER A FIELD DAY

Submit the expense.
Follow its review.

Travel between offices and sites can create a trail of small expenses. Bring the amount, purpose and supporting evidence into a claim the reviewer can understand.

  • 01

    Capture the claim and evidence

    Employees submit enabled expense types, dates, amounts and supporting receipts. Include the relevant work context for the reviewer.

  • 02

    Review against your policy

    Check eligibility, limits and evidence through the configured approval process. Send incomplete requests back for clarification where supported.

  • 03

    Separate approval from payment

    Keep employees informed of request status while finance owns the payment step. Include approved amounts in the agreed reimbursement or payroll workflow.

Explore expenses & reimbursements
Travel claim / Employee requestIllustrative preview / Sample data
RP
Rohan Patel22 September / Site visit travel
In review
Requested amountRs. 850Local travel / Supporting receipt attached
  1. 1
    Claim submittedAmount and evidence recorded
  2. 2
    Policy reviewEligibility and supporting details checked
  3. 3
    Payment not recordedFinance action follows approval

Sample claim amount. Submission is not approval; approval is not proof of payment.

PERFORMANCE CONTEXT. REVIEWED PAY INPUTS.

From a new lead to a reviewed incentive.

Bring employee contribution into the incentive discussion without turning every visit, lead or invoice into an automatic payout.

  • 01

    Agree what counts

    Define the relevant conversion, order or billing basis, employee eligibility and period. Confirm the source records and data flow during setup.

  • 02

    Review the performance and amount

    Managers validate the underlying activity and the applicable incentive rule. Keep proposed amounts separate from approved payroll inputs.

  • 03

    Bring approved inputs into payroll

    Combine eligible incentives with salary components, reviewed attendance, adjustments and recoveries. Check the run before finalizing and releasing payslips.

A sale does not automatically authorize an incentive. Payroll processing and payslips do not confirm bank payment.

Explore payroll & salary
September / Incentive reviewIllustrative preview / Sample data

Evidence before an amount.

In review
  1. Employee & periodRohan Patel / September
    Recorded
  2. Sales performanceUnderlying records for review
    To review
  3. Incentive policyEligibility and calculation basis
    Configured
  4. Manager decisionValidate proposed amount
    Pending
  5. Payroll inputOnly after the required approval
    Not released
Your policy. Your approval owners.

Sales context supports a decision; it does not replace it.

START WITH HOW YOUR TEAMS ACTUALLY WORK

Connect one working day.
Then expand across the team.

Map the office, field and payroll workflows together. Confirm the enabled modules, permissions and review responsibilities before rollout.

  1. 01

    Map people and locations

    Identify branches, field teams, managers and the sites where employees work.

  2. 02

    Configure the workflows

    Agree attendance methods, location permissions, request approvals and the incentive basis.

  3. 03

    Validate the handoffs

    Trial a visit, follow-up, expense review and payroll input with the responsible teams.

  4. 04

    Roll out with confidence

    Train employees and managers, confirm support ownership and expand in agreed phases.

Bring your team's real working day.

Show us a field visit, a follow-up and your incentive process. See how Pletox can keep the people and work connected.

Book a demo today

EXPLORE THE CONNECTED PLATFORM

The modules behind your team's day.

Sales & billingWorklogs & visitsLocation & live trackingTasks & projectsPayroll & salary rulesExpenses & reimbursements

Confirm the plan, enabled modules and setup scope for your team.

Compare plans

BEFORE YOUR REAL ESTATE DEMO

Office and field teams.
Your questions, answered.

Clear boundaries for workforce, sales and payroll workflows.

Yes. Organize employee records by location, department, designation and reporting manager, then enable the attendance, work and request workflows appropriate to each team.

Assign visits to enabled locations and record check-in, check-out, remarks and available supporting evidence. An assignment does not mean the visit has happened, and a check-in does not prove a sale or booking.

No. Visit check-ins record activity at particular points. Continuous on-duty tracking is a separate enabled location workflow and depends on device support, permissions, connectivity and organizational policy. It does not imply unrestricted or off-duty tracking.

The Sales & Billing module supports leads, customers, quotes, orders and invoices. Use these records alongside assigned tasks and employee activity to keep ownership clear. It is not a property-unit inventory or booking engine.

Reviewed conversion, order or billing performance can support agreed incentive rules. Validate employee eligibility, the calculation basis, the relevant period and approvals before including eligible amounts in payroll. A recorded sale does not automatically authorize an incentive payout.

Enabled employees can submit claims and supporting receipts for review. Managers validate the expense and its policy eligibility before approval. Approval and payment are separate steps.

Employees can access enabled attendance, leave, work, requests and payslips on web, Android and iOS. Available modules and editable fields follow your organization's configuration and permissions.

No. This page covers employee HRM, sales activity and team work coordination. It does not include unit availability, property bookings, property registries, construction scheduling or a dedicated brokerage commission engine. Specialized requirements need separate evaluation.

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