Team Management
Team & attendance management for real estate sales teams
See exactly who’s working on what — roles, attendance, and live agent status in one dashboard. Managers get full visibility; agents see only what they need to close their next deal.
- Role-based access control across 4 permission levels
- Live agent status & presence tracking
- Attendance & check-in tracking, no separate HR tool
- Performance visibility across every agent and project
Life before vs. life with Sureplot
Without Sureplot
- No visibility into who’s active or on a call
- Attendance tracked in a separate spreadsheet or app
- Agents can see leads and data outside their scope
With Sureplot
- Live agent status visible to every manager
- Attendance & check-ins built into the same dashboard
- Role-based access keeps each agent focused on their own leads
What You Get
Built for how Indian real estate teams sell
Role-based permissions
Admins, managers, team leads, and agents each see exactly what they need in the CRM — nothing more.
Live presence
Know who’s active, on a call, or offline in real time, so managers can route urgent leads to available agents.
Attendance built in
Check-ins, site visits, and leave tracking roll up automatically — no separate attendance tool required.
Project-level access
Scope permissions by project as well as role, so each agent only sees the pipeline relevant to them.
"The team visibility is incredible. We can finally track which agents are following up on time and which marketing campaigns are actually converting to bookings. It’s a game changer."
Priya Sharma · Sales Director, Vertex Properties
Frequently asked questions
How many permission roles does Sureplot support?
Four roles — admin, manager, team lead, and agent — each with a different level of access to leads, projects, and reports.
Can I track field agent attendance outside the office?
Yes. Agents can check in and out from site visits, and managers see attendance roll up automatically without a separate HR tool.
Can I restrict what an agent can see in the CRM?
Yes. Role-based access control means agents only see their own leads and assigned projects, while managers get full visibility.
Can I set different permissions for different projects?
Yes. Access can be scoped by project as well as role, so agents only see what’s relevant to them.
Does it work for remote or field sales teams?
Yes. Agents can check in, log site visits, and update leads from their phones, wherever they are.