The Wingform CRM is the relationship and workflow layer that sits above the marketplace and the Deal Flow Controller. It is where brokers and operators manage the human side of the aircraft transaction pipeline: who they are talking to, which organizations are involved, what stage each opportunity is in, and which follow‑up actions are due.
You can open it at any time from app.wingform.com/crm.
The CRM is a structured workbench for tracking the people, organizations, and tasks behind your deals while the Deal Flow Controller continues to handle the transactional heavy lifting (deals, escrow, documents, signatures).
What you can track
The CRM is built around a small set of record types. Understanding how they relate to each other is the key to using it well.
Lead
A potential opportunity — a hot prospect, an inbound enquiry, a request for info. The lightest entry point.
Contact
A specific person, with name and contact details, who may or may not belong to a company. A durable directory record.
Company
An organization — operator, fund, family office, dealer. Holds contacts.
Principal
The promoted form of a Contact or Company — a real platform account that can be a buyer or seller on a deal. Optionally linked to a Lead, Contact, or Company.
A Lead is the lightest possible record — anyone, no validation, no commitment. A Contact and Company are more durable directory records you reuse across many opportunities. A Principal is the moment you decide "this person or organization is real enough that I want to transact with them" — at that point the record becomes a full platform account that can sign documents, fund escrow, and appear on a deal.
The CRM does not create deals. It surfaces the deals a Principal already participates in, so you can see a record's transaction history in one place.
How the CRM is organized
The CRM home page has four tabs plus an import tool:
- Leads — your opportunity pipeline.
- Contacts — individual people.
- Companies — organizations.
- Tasks — everything you need to do, across every record.
- Import — bring in data from Salesforce or any CSV.
A global Activity feed runs down the right‑hand side, and KPI cards summarize your CRM at the top.