Solution · Sales & Channel
Close more. Pay channel partners on time.
CRM, channel onboarding, lead attribution, and commissions in one console. Built for developers running 30+ channel partners.
What sales heads tell us
Five leaks in every channel-driven funnel.
Leaky funnel
Leads from MagicBricks, 99acres, Meta, channel partners — half lost in WhatsApp.
Revenue leak
Attribution disputes
"Whose lead was it?" — broker A and broker B claim the same booking.
Channel friction
Commission delays
Broker payouts take 60–90 days. Top brokers stop pushing your project.
Channel churn
Lead response SLA
Hot leads sit cold for 3 hours. Conversion craters.
Conversion loss
No pipeline visibility
Sales head asks the team. Team asks WhatsApp groups. CEO asks for an Excel.
Forecast risk
How SoftDocket solves it
One funnel. One attribution rule. One payout schedule.
Lead capture, broker onboarding, attribution, commissions, and payouts — wired into the CRM your sales team actually uses on WhatsApp.
- Lead capture from MagicBricks / 99acres / Meta / Google Ads / WhatsApp
- Auto-routing by project + city + assignment rules
- Broker onboarding with KYC + RERA + GSTIN
- Attribution rules — first-touch / last-touch / shared with weights
- Commission slabs + holdback + clawback + auto-payout
- Pipeline dashboards by project, source, broker, stage
CRM
Lead → opportunity → booking with stage gates and SLA timers.
Channel partners
Onboard, attribute, score, pay. KYC + RERA + GSTIN validated.
Commissions
Slabs, holdback, clawback, auto-payout via Razorpay.
What you get out of the box
Four modules. One revenue engine.
Lead capture & routing
Every channel piped into one inbox. Routed by rule.
- MagicBricks / 99acres / Meta / Google Ads
- WhatsApp Business inbound
- Round-robin or skill-based routing
- SLA timers + escalation
- Dedup + merge
CRM + pipeline
Lead → opportunity → booking. Stage gates with required fields.
- Drag-and-drop pipeline
- Activity timeline + call recording
- Email + WhatsApp templates
- Lost-reason tracking
- Forecast by stage probability
Channel partner portal
Broker onboards themselves. Sees their leads, bookings, commissions.
- KYC + RERA + GSTIN
- Self-serve lead upload
- Real-time attribution view
- Commission dashboard
- Payout history
Commissions & payouts
Slabs, holdback, clawback. Razorpay payout on schedule.
- Slab tables per project
- Holdback (e.g. 50% post-registration)
- Clawback on cancellation
- TDS deduction
- Razorpay payout + receipt
Lead to commission
Four steps. One audit trail.
- 1
Capture
Lead from any source lands in inbox with source / campaign / broker attribution.
Attributed
- 2
Route
Auto-assigned by rule. SLA timer starts. Escalation if cold > 15 min.
Sales rep notified
- 3
Convert
Pipeline stages, activity log, booking. Attribution locked at booking.
Booking confirmed
- 4
Payout
Commission computed, holdback applied, payout via Razorpay with receipt.
Broker paid
Integrations
Talks to every lead source and every payout rail.
MagicBricks
Lead source
99acres
Lead source
Meta Lead Ads
Lead source
Google Ads
Lead source
WhatsApp Business
Comms
Razorpay Payouts
Payouts
RERA portal
Compliance
GSTN
Tax
Google Sheets
Export
Twilio (call recording)
Comms
Security
Lead data and broker data, both protected.
PII field encryption
Customer phone, email, PAN encrypted at field level. Per-tenant keys.
AES-256-GCM
Tamper-evident attribution
Attribution decisions logged with rule, timestamp, actor. Dispute-ready.
Court-admissible export
Broker KYC + RERA validation
RERA number validated against state portal. GSTIN verified.
API verified
India data residency
Mumbai region primary. DPDP compliant.
DPDP Act 2023
Analytics
Sales metrics CFOs actually believe.
- Lead response time
- -78%
- Lead → booking
- +18%
- Broker payout SLA
- T+7
- Attribution disputes
- -94%
- Pipeline accuracy
- +34 pts
- Active brokers / month
- +62%
Median across 40 sales teams
Within first quarter
Down from T+60–90
First-touch + log
Forecast vs actual
Payout reliability effect
- Funnel dashboard — by source, project, sales rep, stage
- Broker leaderboard — leads, bookings, commission, payout SLA
- Forecast — 30 / 60 / 90 day weighted pipeline
- Cohort — leads by week, booking rate, average sale value
Customer voices
Sales leaders on the change.
“Top brokers used to give us 4-day cold leads. Now we respond in 9 minutes median. Conversion jumped 22%.”
Amit Joshi
Head of Sales · Sobha Limited
Conversion +22%
“Payout SLA went from 75 days to 7. Our broker network doubled in 8 months.”
Shalini Bhat
Channel Head · Prestige Estates
Brokers 2× in 8 months
“Attribution disputes used to take a manager half a day each. Now the system shows the trail; we close them in two minutes.”
Rajesh Kapoor
VP Sales · Mahindra Lifespaces
Ready when you are
Stop losing leads. Start paying brokers on time.
Get a walkthrough with a sales specialist who has rolled out SoftDocket for developers running 30+ channel partners.