Capture leads against campaign, design multiple campaign sources and evaluate the top campaigns for lead generation to real estate business.

Get up to speed on each relationship faster, with a 360-degree history of your leads and customers. Build if-then rules to automate record creation, field updates, and notifications.

To track daily to-do's and events for all users: Stay steps ahead of the game with task and activity management tools. Automate the creation of new tasks, like reminders to follow up on calls after they happen. If tasks creation can’t be automated, tools to create them are built right into your workflow, and automatically link to relevant information so that when an event reminder pops up, it’s always rich in detail about what you need to do so you’re never left scrambling.

You can use TROOP.WORKS to create an HTML form to embed on your website, that leads can fill in, and that automatically exports all of the information they input to a lead record in TROOP.WORKS. This might interest your sales and marketing team members as it plays an important role in lead generation.

See deals that need your attention, with an at-a-glance view of the sales pipeline. This includes key information like days until a deal’s expected close date, and upcoming events. You can drag and drop deals to move them between stages, or click into a deal to explore it in more detail and engage.

Troop.Works inventory management system stores all of your properties and parking master, including configuration details, pricing and discounts, payment schedules, etc.

Captures customer info, reserves the property unit for the buyer, initiates the first payment against conversion. The booking form and payment receipts are auto-generated from pre-defined templates.

Flexible payment & taxation options with payment tracking enables user to add and generate payment receipts for each of the incoming/outgoing payment against a contact/customer/property/allotment application/agreement.

Captures details about agreement, create/track payments with auto cost and tax bifurcations, generates recovery values and automates generation of demand letters.

Upload marketing documents to a “marketing” folder for your sales team to quickly find and use while selling. As deals progress, upload and attach deal-specific documents to the opportunity record for easy visibility and access.

Create custom templates for Demand Letters, Bank NOCs, Application for Allotment/Booking, Allotment Letters and other documents needed as per RERA regulations. You can use customized documents for your real estate operations.

Generate all possession documents against a customer agreement viz. Possession Letters, Key Handover Letters, Parking Allotments, Indemnity Bond, etc.

Customer Portal to raise tickets and check other details. Customer Portal enables self-service to your customers; They can submit the Trouble Tickets in case of any issues. If the knowledge base isn’t enough to resolve a customer issue, customers can submit cases and attach files directly through the customer portal. Afterward, they can return to view statuses and update information as needed. It helps you manage a healthy Customer relationship.

Tickets, also called as Cases, are post-sales support requests generated by your customers. It offers your sales team the flexibility to create, communicate, edit and close the case after the right solution is delivered to your customers. Manage and track complaints and feedback from customer’s post possession. Drive agent productivity through the entire case lifecycle from creation and assignment to resolution and closure.

Accept maintenance payments for existing customers, generate receipts and manage recovery.

Manage and track complaints and feedback from customer’s post possession. Drive agent productivity through the entire case life cycle from creation and assignment to resolution and closure.

Accept reservations from society members with payments and club house expense management

Gives the privilege to create and manage user profiles, roles, modules and their fields, manage workflows and the complete administration control of the CRM activities.

Save time and grow productivity by letting Troop.Works workflows do the repetitive stuff for you. From transforming emails into lead records, to creating follow-up reminders after sales calls, to emailing you a deal update when an opportunity stage hits “won” - workflows make sure you don’t have to sweat the small & maybe even some of the big stuff.

Distill CRM data into insights that transform your organization. Use any data Troop.Works to build reports, pivot tables and charts on team, pipeline, product and other drivers of performance, then pin charts to your dashboard for frequent use or export them to a CSV.

Gives the flexibility to create templates for Allotment Applications, Consent Letters, Agreements, Bank NOCs, Demand Letters, Possession Documents and other documents involved during the sales lifecycle.
PDF Maker Product Features:

• You can use all  CRM Fields
• Send PDF file via Email
• Save PDF file as Document
• Batch print from each list view module
• Merged templates
• Define own Filename for generated PDF file
• Using Products images in Invoice, Quotes, Purchase or Sales Order
• Define Workflow management
• Using Custom function, which allows you to fully customise PDF output according your needs

Create as many email templates needed to send emails from CRM

• Create email templates and easily populate them while sending emails.
• Design email templates according to your requirements.
• Include rich text, HTML content, Images, etc. in your email templates.
• Design your own email templates for regular Newsletters, Monthly updates, Maintenance alert etc.

The Recycle Bin feature for Troop.Works is much similar to the one in an operating system. In an operating system the recycle bin will hold the files or folders deleted from the file system whereas in Troop.Works, the recycle bin will hold all the deleted records of an entity module.