Organize Sales Teams, Role-Based Access &
Daily Field Attendance
Structure your sales organization into Admins, Team Leaders, and Sales Executives. Protect high-value client contacts with strict lead bank isolation, and monitor daily check-in attendance and working hours.
Preventing Client Data Theft & Field Invisibility
In high-turnover real estate environments, protecting your proprietary buyer contact bank and verifying field agent attendance are vital.
Departing Agents Stealing Buyer Contacts
When brokers use unsecured Excel sheets or open databases, departing sales agents export thousands of investor and buyer phone numbers to share with competing firms, wiping out months of ad expenditure.
Sales executives only see leads assigned directly to them. Bulk data export is strictly locked to authenticated company admins, ensuring complete data sovereignty.
No Transparency on Field Rep Attendance
Sales managers have no real-time way to know if remote tele-callers or site visit executives are logged in, working on time, or absent, leading to unassigned leads and stalled deals.
Track daily staff check-in times, late check-in reports (after 9:30 AM), total hours worked, and automatically bypass absent agents during lead routing.
Clear Organizational Structure & Visibility
Smattio supports real-world property agency structures with distinct operational scopes.
Company Admin
Full tenant oversight. Configures integration keys, manages subscription seats, sets up distribution rules, and accesses macro conversion reports.
Team Leader / Manager
Oversees assigned sub-teams across specific residential projects. Views all subordinate leads, reassigns stalled inquiries, and audits follow-up compliance.
Sales Executive
Focused closer view. Sees only their assigned Today/Missed leads, logs 1-click calls and remarks, without access to other agents' customer databases.
Attendance & Hours Log
Team members record daily check-in timestamps. Managers track working hours, daily work summaries, and late check-in audits from one central dashboard.
Security & Operational Governance
Build a professional, enterprise-grade real estate sales organization with complete peace of mind.
100% Lead Bank Security
Your high-net-worth investor contacts and buyer inquiries remain strictly confidential within your company's isolated tenant space.
Transparent Working Hours
Accurately record daily staff presence, average minutes worked, and absenteeism reports for streamlined payroll and performance reviews.
Effortless Onboarding
Add new sales executives in seconds and assign them to specific project teams. When an agent leaves, instantly reassign their active leads with one click.