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Customer and transaction management

One record from product to contract.

ValueTrack contracts, payment schedules and receivables on a single record.

Customer profiles and transactions
The challenge

Contracts, payment schedules and receivables are scattered, making transactions hard to track consistently.

User roles
  • Sales and contracts team
  • Receivables team
  • Customer (via Mobile App)
Related integrations

SAP S/4HANA; LandSoft (CRMCRM: Customer, contract & receivables management is set to replace it).

Process
  1. 1

    Products & policies

    Promotions, payment schedules, loan programs.

  2. 2

    Contract

    Generated from templates with an approval flow; e-signature as needed.

  3. 3

    Receivables

    Due notices, late interest, extensions, interest waivers.

  4. 4

    Handover & land title

    Tracked through handover and land title issuance.

Live software

See the workflow
on the interface.

Try it with sample data.

One record from deposit proposal to title deed, with the payment schedule tied to the contract.

See CRM features →
File SPA-2026-0142 · Unit A-0806Customer N*** V*** A · Sales owner: Sales Dept 2
Sample data
3 of 6 installments

Progress payments

Payment schedule tied to the contract, with automatic due-date notices.

No documents yet
Installment payment schedule
InstallmentDue dateAmount (VND)StatusActions
Installment 1 · Deposit09/03/2026100,000,000Collected
Installment 2 · 20%15/04/20261,020,000,000Collected
Installment 3 · 10%15/07/2026560,000,000Collected
Installment 4 · 10%15/10/2026560,000,000Due
Installment 5 · 15%15/01/2027840,000,000Not yet due
Installment 6 · HandoverQ2/20271,380,000,000Not yet due
Contract value4.46 bn VND
Collected1.68 bn VND
Due 15/100.56 bn VND
Collection progress37.7%

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