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TG Real Estate CRM · Site Visit Management

Site Visit Management Software — TG Real Estate CRM

Schedule, confirm and record site visits, and measure which projects, sources and sales people convert visits into bookings.

  • Visit scheduling with reminders
  • Pick-up and sales-person allocation
  • Visit feedback and revisit tracking
  • Visit-to-booking conversion reports

Why TG Real Estate CRM

Site Visit Management that’s connected to your whole business

TG Real Estate CRM follows every buyer from the first enquiry to possession. Leads from your website, property portals, ads and walk-ins land in one pipeline, site visits and follow-ups are scheduled automatically, and bookings, payment schedules and channel-partner commissions are tracked against live unit inventory.

Explore TG Real Estate CRM

Every lead in one place

Website, property portals, Meta and Google ads, calls, WhatsApp and walk-ins captured and assigned automatically, with duplicates merged.

Site visits that happen

Book visits, send reminders, record feedback and see which projects and sources convert best.

Live unit inventory

Towers, floors and units with availability, price lists and holds, so sales never sells the same flat twice.

Bookings and payment schedules

Booking forms, cost sheets, demand letters and collections tracked against each unit.

Ask about site visit management in plain language

Type a question and get the answer from your own data, with alerts when something needs attention. It works across every other TG Real Estate CRM module. The panel shows example questions with sample data.

TG Real Estate CRM AI Online · Site Visit Management
AI

Which leads from this week's site visits are most likely to book?

11 visitors scored above 70%. Four asked about 2 BHK units in Tower B, which has 6 left. I drafted follow-up messages with the current offer.

Which source gives us the cheapest booking this quarter?

Website enquiries convert at 6.8% and cost the least per booking, followed by referrals. Portal leads bring volume but convert at 1.9%.

Capabilities

What you can do with Site Visit Management

01

Visit scheduling with reminders

02

Pick-up and sales-person allocation

03

Visit feedback and revisit tracking

04

Visit-to-booking conversion reports

Good to know

Site Visit Management — frequently asked questions

What is Site Visit Management in TG Real Estate CRM?

Schedule, confirm and record site visits, and measure which projects, sources and sales people convert visits into bookings.

What are the key features of TG Real Estate CRM Site Visit Management?

Key features include visit scheduling with reminders, Pick-up and sales-person allocation, visit feedback and revisit tracking and Visit-to-booking conversion reports.

Does Site Visit Management work with the rest of TG Real Estate CRM?

Yes. Site Visit Management shares one database with Inventory & Bookings, Payment Collections and Channel Partner Management and every other TG Real Estate CRM module, so data flows automatically without duplicate entry.

Can I get a demo of TG Real Estate CRM Site Visit Management?

Yes. Book a free consultation and a TechGlobal Technology specialist will show Site Visit Management configured for your business.

Free consultation

Get started with TG Real Estate CRM Site Visit Management

See how site visit management works with your data and processes in a free, personalised demo.

Call us Book a demo