Channel partners don't sit at a desk all day — they're at sites, in customer meetings, on commute. But the moment of conversion happens at the desk, with the customer present, with the laptop open, with payment plan options being walked through. App for the field, Portal for the close.
Phone-native interface. Quick availability check during a customer site visit. Add a prospect in the moment. Push when brokerage is released. Project marketing materials shareable on WhatsApp. Brokerage summary glance from the metro.
Browser-based interface. Full inventory grid across every project. Convert lead to booking with multi-applicant form, KYC upload, payment plan selection, agreement clauses. Brokerage statement download with TDS and GST. EOI submission. Sales kits and marketing collateral library.
The availability surface — for the moment of pitching units to a prospect with the laptop open between them.
The conversion surface — for the moment of close, with the customer at the desk, the laptop open between you.
The financial surface — for the partner's accountant, the partner's own books, the partner's GST filing.
Each surface does what it does best. Both share the same lead pipeline, the same brokerage ledger, the same inventory. The partner doesn't think about which to use — they pick whichever device fits the moment.
I run an 18-broker channel partner firm in Mumbai. Before the Portal, every conversion meeting had us calling the developer's CRM to confirm availability, then walking the customer to a different page for the price, then a different one for the scheme. The customer would sometimes lose patience and ask to "think about it." With the Portal, the customer sits next to me, I open the floor plate, we see what's available, what's blocked, the all-in price, the scheme, the brokerage. I converted three deals in three weeks that were sitting on EOI for two months prior. My team's pipeline doubled in the first quarter — they could finally see who was working what.— Channel partner principal · 18-broker firm · Mumbai
30 minutes. Same channel partner record on App and Portal · live inventory grid demo · convert lead to booking with multi-applicant form · brokerage statement with TDS and GST · sales kit downloads.