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Integrated B2B2C platform streamlining partner management and lead tracking.

SANTIAGO FIGUEIREDOVistralB2B2C

Context & Problem

Commercial partner management traditionally operated outside the digital product environment. Property assignments were manually tracked using spreadsheets, and leads generated by partners lacked a structured system for proper logging and follow-up. The internal teams had no real-time insight into partner activities or progress on individual property units. Each process stage—from property assignment to lead logging and offer review—depended heavily on manual coordination through email and chat channels. This approach was not auditable, making data integrity and operational efficiency difficult to maintain.

The Solution

The B2B2C module is now fully integrated as a native feature within Vistral Supply, enabling the entire commercial lifecycle to be managed on a unified platform:

  • Property Pipeline with Kanban and Table Views: The system features a detailed six-stage funnel (Pending Readiness → Available → On Sale → Reserved → Exchange → Settlement). Each property card includes partner assignment status, lead counts, SLA indicators, and filtering options based on source and product type. Bulk actions such as advancing or rolling back stages and assigning or unassigning partners are available with confirmation to prevent errors. A "projects" view aggregates units under their parent projects for comprehensive review.

  • Scoped Partner Access: Partners access a personalized portal displaying only their assigned properties. Property detail pages include a confirmation banner with a 48-hour exclusivity countdown, commercial initiative details (publication links and weekly lead counts), the offer pipeline, and the associated commercial contract (Anexo) with read-only or editable permissions based on user role. Internal users can simulate any partner's view without switching accounts to troubleshoot or monitor activities.

  • Global Leads Kanban: An eight-column workflow (Nuevo → Contactado → Visita Agendada → Visita Realizada → Interesado → Oferta → Aceptada → Descartado) is available, scoped by partner or cross-partner for internal personnel. Partners can create and progress their leads independently. Offer acceptance triggers an automatic status update on the corresponding property to Reserved. Lead details include an activity timeline, categorization of public and internal notes, document attachments (including KYC, signal deposit, signed contracts, and commission proofs), and stage progression controls.

  • Executive Analytics Dashboard: The internal team has access to a comprehensive dashboard with three tab views:

    • Executive Dashboard: KPI cards, conversion funnel, velocity analysis, and a properties-by-stage table.
    • Lead Volume: Trend analysis by week, broken down by property and partner.
    • Commercial KPI Registry: Editable tables capturing commercial actions, publication data, and lead quality scoring. All reports can be filtered by date range and supply source.

Expected Impact

  • Assignment Clarity: Transition from unacknowledged assignments managed via email and spreadsheets to a native portal with a 48-hour confirmation countdown and full audit trails.

  • Lead Tracking: From scattered, unstructured communication to an integrated 8-stage Kanban system featuring complete lead history, document management, and structured offer workflows.

  • Operational Visibility: Real-time, auditable insights covering 100% of the property pipeline and lead activity, ensuring comprehensive transparency.

  • Partner Data Isolation: Enhanced data security and compartmentalization via scoped access, restricting each partner's view strictly to their assigned properties with server-side enforcement.