Get started as a channel partner

A channel partner workspace (Partner Solo or Partner Team plan) is made for selling builders' projects. It has everything for leads, follow-ups and site visits, plus Brokerage: client registrations with builders and the brokerage each builder owes you. Builder screens such as bookings, customer payments and partner payouts are not shown.

Sign in

You and your team sign in at partner.bestrealestatecrm.in with your email and password. There is no workspace address to remember. In the Android app, choose Channel partner on the sign-in screen. Forgot your password? Use Forgot password there; the link comes by email.

1. Add the projects you sell

1. Open Projects and click New project.
2. Enter the project name, the Builder (for example Kolte Patil), location, configurations and starting price.
3. Under Gallery & plans, upload the brochure, price list and photos the builder gave you.
4. Share the project page link or your catalogue on WhatsApp from any lead.

2. Bring in leads

Connect your website form, Facebook and Instagram lead ads (see Connect Facebook lead ads, step by step) and property portals under Settings → Integrations. New leads are assigned by your lead rules and followed up like in any workspace.

3. Register clients with builders

Builders credit a sale to the channel partner who registered the client first, for a limited time.

1. Open the lead. Under Builder registrations & deals, click Register.
2. Choose the project (the builder fills in), the registration date, Valid until and the builder's reference number.
3. Seven days before a registration ends, the lead's owner gets a reminder. Brokerage → Registrations lists those ending soon.

4. Record the deal when the client books

1. On the lead, click Record deal (or Brokerage → Record a deal).
2. Enter the flat or unit, the agreement value, the brokerage as a % or an amount, GST, your invoice number and the date the builder should pay.
3. The lead becomes Booked, and the deal shows what the builder owes you, with GST.

5. Track brokerage until it is paid

1. When the builder pays, open the deal and click Add payment (amount, date, UTR or cheque number). Part payments are fine.
2. Brokerage shows brokerage earned, received, outstanding and overdue, and By builder shows who still owes you.
3. The Dashboard counts deals closed and brokerage received for the period.

Plans

• Partner Solo: 2 users, 25 projects, the Android app and all lead sources.
• Partner Team: 10 users, unlimited projects, WhatsApp and SMS automation, targets and all reports.

Add users or projects from Settings → Plan & billing. To move to a builder plan, raise a request from Help & support.