Sales on CRMCRM: Customer, contract & receivables management.
Accounting on Phoebus. One source of truth.
Sơn Kim Land uses Phoebus ERP for accounting, but that system has no launch events or booking, and its contract management was outdated. Pico's CRMCRM: Customer, contract & receivables management took over the entire sales process, while payment data is synced to Phoebus so accountants can keep working in the system they know.
- Customer
- Sơn Kim Land · Real estate developer
- Pico scope
- CRMCRM: Customer, contract & receivables management: customers, inventory, booking, launch events, contracts, receivables
- Existing system
- Phoebus ERP (SPC Technology): accounting module
- Integration
- CRMCRM: Customer, contract & receivables management → Phoebus: contracts, receivables, receipts and payments
Before and after
having Pico.
Click each row to compare.
Before
- Only the accounting module of Phoebus could be used.
- No tools for launch events and booking.
- Contracts managed the old way, making receivables hard to track per customer.
With Pico
- Customers, inventory, booking and launch events run on the CRMCRM: Customer, contract & receivables management.
- Contracts and receivables tracked on a single customer record.
- Receipts, payments, contracts and receivables sync to Phoebus automatically: accountants do not re-enter anything.
There is no need to replace an accounting system that works well, only to fill the gap in the sales process. Rollout lesson
The solution, step by step.
Hover over each milestone for details.
- 01 Customers & inventory
Centralized customer records and inventory.
- 02 Booking & launch events
Reservations, unit selection and launch event management.
- 03 Contracts & receivables
Contracts, payment schedules and receivables on the CRMCRM: Customer, contract & receivables management.
- 04 Phoebus sync
Receipts, payments, contracts and receivables transfer to the accounting system.
Similar workflows
on the interface.
Try it with sample data, not Sơn Kim Land data. The production interface is designed around each customer brand.
Control inventory across agencies, track each unit's status and act by permission.
See Booking System & IMS features →Where is your business today?
Start from your top-priority problem, as Nam Long started with Booking and Sơn Kim Land started with CRM.