Winggo Soft

Real Estate CRM

✦ Real Estate CRM & Property Management

Manage Every Property Deal With One Smart Platform

Connect your property inventory, leads, sales team, site visits, bookings, instalments and customers through one integrated Real Estate CRM system.

✓ Property Inventory   ✓ Sales Pipeline   ✓ Payment Tracking
PROPERTY CRM DASHBOARD ADMIN VIEW
Sales Overview
Your property business at a glance
TOTAL LEADS1,284↑ Lead records
AVAILABLE UNITS86● Inventory
BOOKINGS42↑ Sales activity
Sales Pipeline
New Enquiries82%
Site Visits65%
Booking Requests48%
Recent Activity
⌕
New LeadEnquiry received
⌂
Site VisitVisit scheduled
₹
PaymentInstallment record
Connected Workspaces5 in One Platform
Admin PanelCentralized control
TelecallerLeads & follow-ups
Agent / BrokerVisits & bookings
Customer PortalPayments & documents
Public WebsiteProperty enquiries
✓ Property Inventory
🏢
✓ Sales & Payments
About the Software

One CRM for Your Entire Real Estate Business

Winggo Soft's Real Estate CRM & Property Management System helps property businesses manage inventory, enquiries, sales teams, customer records, bookings and instalments from a centralized platform.

With dedicated workspaces for administrators, telecallers, agents, customers and the public website, each user can access the relevant information and workflows based on their assigned role.

  • Manage projects, plots, flats, shops and rental properties.
  • Track leads, call outcomes, follow-ups and site visits.
  • Manage booking approvals, payment schedules and receipts.
  • Give customers access to property details, payments and support.
Discuss Your Requirements →
Connected Workspaces

Every Team Has the Right Tools

Role-based workspaces help connect your internal team, sales partners, customers and public website in one business workflow.

⚙️

Admin Panel

Manage projects, inventory, leads, customers, bookings, instalments, team permissions, commissions, reports and website content.

Explore Admin Features →
☎️

Telecaller Panel

View assigned leads, record call remarks, schedule follow-ups, arrange site visits and track individual activity performance.

Explore Telecaller Features →
🤝

Agent / Broker Panel

Manage site visits, customer feedback, booking requests, commission status and conversion performance from a mobile-friendly workspace.

Explore Agent Features →
👤

Customer Portal

Let customers review bookings, property details, instalment schedules, payment receipts, documents and support tickets online.

Explore Customer Features →
🌐

Public Website

Showcase projects and properties, publish pricing and brochures, display company information and collect enquiries and site-visit requests.

Explore Website Features →
🔗

Connected Sales Journey

Link public enquiries with lead assignment, follow-up, site visits, booking, payments, instalments and the customer portal.

View the Workflow →
Powerful Admin Modules

Control Every Important Business Activity

Manage property inventory, sales, customer records, collections, employees and website content through connected modules.

01 / INVENTORY
🏘️

Property & Project Management

Create projects, sites, blocks, sectors and rental properties. Manage plots, flats, shops, pricing, area units, facing, RERA details, photos, layouts and brochures.

02 / LEADS
📈

Lead & Sales Pipeline

Import leads from Excel, assign leads to staff, record call outcomes, schedule follow-ups and site visits, and document reasons for lost leads.

03 / CUSTOMERS
👥

Customer & KYC Records

Maintain customer profiles, KYC documents, photo, nominee details, login access and configured customer record approval workflows.

04 / BOOKINGS
📝

Booking & Approval Workflow

Create bookings, accept agent booking requests, approve or reject requests and record admin remarks with booking status tracking.

05 / PAYMENTS
💳

Instalments & Collections

Configure monthly or quarterly instalments, online and offline payment records, receipt generation, overdue tracking, grace periods and penalty rules.

06 / TEAM
🧑‍💼

Staff & Commission Management

Create telecaller and agent accounts, set role permissions, review performance and manage commissions through approval, hold, cancellation and paid statuses.

07 / REPORTS
📊

Reports & Analytics

Review sales, collections, overdue payments, lead sources, team performance, website enquiries and available business reports.

08 / SUPPORT
🎧

Enquiries, Reviews & Tickets

Manage website enquiry inboxes, customer support tickets, reviews and automated email notifications, where configured.

09 / WEBSITE
🖥️

Website Content Management

Update custom pages, FAQs, team members, company story, statistics, values and the homepage's Why Choose Us content.

Sales Team Productivity

Help Your Team Move Leads Toward Closing

Dedicated workspaces keep lead follow-ups, site visits, booking requests and performance records organized.

☎️

Telecaller Daily Workflow

  • Personal activity dashboard and assigned leads.
  • Call remarks, call outcomes and lost-lead reasons.
  • Follow-up scheduling and reminders.
  • Site-visit scheduling for interested customers.
  • Assigned customer records and profile management.
  • Weekly activity chart, calls and conversion information.
📍

Agent & Broker Workflow

  • Assigned site visits and visit status updates.
  • Completed or No Show status and feedback.
  • Record preferred properties after a customer visit.
  • Submit booking requests for admin approval.
  • Track booking request status.
  • Review earned, paid and pending commissions.
🔐

Role-Based Access

  • Provide access according to the assigned role.
  • Separate customer, agent and telecaller workspaces.
  • Manage profiles and password changes.
  • Restrict access to assigned leads and records.
  • Keep booking and commission statuses visible.
  • Centralize staff activity and performance records.
Customer Self-Service

A Better Property Ownership Experience

Give customers a secure, branded portal to access their booked property information and manage supported payment and service workflows online.

  • Booking summary and property details.
  • Instalment schedule, due dates, overdue instalments and applicable penalties.
  • Online payment through the configured Razorpay integration.
  • Payment receipts and supported receipt downloads.
  • KYC and other customer documents.
  • Support tickets, replies, reviews and profile updates.
Explore Customer Portal →
✓ Booking Details
🏠
✓ Payment Records
Public Website & Lead Generation

Turn Your Property Website Into a Sales Channel

Showcase properties and projects to prospective buyers while collecting enquiries that can enter your CRM lead workflow.

🏢

Project Listings

Display projects, sites, blocks, sectors and property categories in an organized format.

📐

Property Details

Show available details such as pricing, area, facing, RERA information and property photos.

📄

Brochures & Layouts

Make property brochures and layout information accessible to prospective customers.

📩

Enquiry Forms

Collect prospective customer details and route enquiries into the configured CRM workflow.

📅

Site-Visit Requests

Allow visitors to request a property visit and provide their preferred contact details.

⭐

Company & Reviews

Show company information, team details, FAQs and approved customer reviews.

Connected Business Workflow

From First Enquiry to Final Instalment

Connect your website, sales team, booking operations and customer payment records through one end-to-end workflow.

🌐Website Enquiry
→
☎️Lead Follow-up
→
📍Site Visit
→
📝Booking
→
💳Payments
→
👤Customer Portal
Getting Started

Configure the CRM Around Your Business

Plan the workflows, user roles and integrations required for your property sales and management operations.

01

Understand Requirements

Identify property types, team roles, booking rules and payment workflows.

02

Configure Modules

Plan inventory, leads, customer portal, reports and website sections.

03

Set Up Integrations

Configure payment gateway, email and other selected services.

04

Test & Launch

Validate permissions, bookings, payments and customer workflows before launch.

Frequently Asked Questions

Real Estate CRM Software FAQs

Common questions about property management, sales workflows and customer self-service.

What is Real Estate CRM & Property Management Software?

It is a centralized system for managing property inventory, enquiries, sales follow-ups, site visits, bookings, payment schedules, customer records and related operations.

What are the five connected workspaces?

The system is designed around the Admin Panel, Telecaller Panel, Agent/Broker Panel, Customer Portal and Public Website, with access based on each role.

Can I manage plots, flats, shops and rental properties?

The inventory module is intended to organize projects and multiple property types, including plots, flats, shops and rental properties. The exact fields depend on the configured solution.

Does the system support instalments and overdue penalties?

The described features include recurring instalment schedules, overdue tracking, grace periods and configurable penalty rules. These should be validated against the final implementation.

Can customers make online payments and download receipts?

Online payment and receipt workflows can be provided through the configured Razorpay integration. Live processing requires gateway credentials, merchant setup and testing.

Can agents submit booking requests?

Yes, the described workflow allows agents to submit booking requests for admin approval and check the request status.

Can the public website generate CRM leads?

The public website can collect property enquiries and site-visit requests, which can be connected to the CRM lead workflow.

Let's Build Your Property Business

Ready to Simplify Your Real Estate Operations?

Talk to Winggo Soft Technologies Private Limited about your property inventory, sales workflows, customer portal and payment management requirements.