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CRMCRM: Customer, contract & receivables management

Stay close to the deal. Stay close to the cash.

CRM · Customer, contract & receivables management

Manage customer records, policies, contracts and payment obligations all the way to handover and title deeds.

● Ready to use · Configured to your rollout scope

  • 01

    One record

    Products, customers and contract operations.

  • 02

    One payment schedule

    Amounts due, receivables, interest and adjustments.

  • 03

    One journey

    From deposit proposal to handover and title deed.

Core features

Clear workflows.
Scope that is easy to grasp.

Explore the details group by group.

Products & sales policies
  • Promotions
  • Payment schedules
  • Loan programs
Contracts & operations
  • Deposit proposal forms
  • Deposit contracts, sale and purchase contracts
  • Loan contracts
  • Transfer agreements
  • Contract liquidation / cancellation
  • Handover and title deeds
Automated contracts
  • Auto-generate contracts from templates
  • Contract approval flow
  • E-signature depending on the developer's needs and integration capability
Receivables
  • Due date notices
  • Receivables and late interest calculation
  • Extensions and payment schedule changes
  • Interest waivers
Live software

See the software
at work.

Hover, click and step through as you would in real use. 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%
Business process

From product to title deed, in one record.

Customer profiles and transactions
Primary users
  • The developer's sales, contract and receivables teams
  • Customers (view data via the Mobile App)
Platforms
  • Web · Management operations
  • Mobile App · Customers view CRM and contract data
Integration and rollout

Fits the way you work today.

SAP S/4HANA: two-way sync of contracts, payment schedules, receipt and payment vouchers, and receivables. Phoebus: sync of contracts, receivables, and receipt and payment vouchers at Sơn Kim Land. Fully replaced LandSoft at Nam Long.

Let us talk about contracts & receivables.

Start from the workflow, user roles and the systems your business already runs.

Book a consultation

Tell us about your business model and current systems. The Pico team will work with you to define the right next conversation.

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