Post-sales and collections tracking from booking to final instalment
Payments, remaining balances, document templates and the buyer’s full payment history sit on the booking record.
How teams use it day to day
Weekly collections call
Accounts filters remaining payments by due status and calls the critical ones first.
Demand note
A demand note is produced from a template filled with the booking details.
Buyer enquiry
Anyone can open the booking and see payment history without asking accounts.
The problem with post-sales and collections
The sale is signed, and then the real work starts: instalments, demand notes, agreements and registry. Most teams manage it in spreadsheets that sales, accounts and legal read differently.
A collection timeline for one booking
Illustrative sample data- Booking amountPaid
- Instalment 1Paid
- Instalment 2Due soon
- AgreementUpcoming
- RegistryUpcoming
A collection timeline for one booking
Sample data only. This shows how the work moves, not real figures.
Everything it covers
Select a feature to see it in action. All data shown is illustrative.
- Template chosen
- Booking details filled
- Document produced
- Shared with the buyer
- Due date passes
- Grace days apply
- Rate and cap applied
- Notice sent
- Agreement stage
- Registry in progress
- Registered
- Possession given
Why Propto CRM for post-sales and collections?
Your brand on post-sales and collections
Propto CRM runs under your name, so buyers, partners and staff see your identity and not ours.
Workflows matched to post-sales and collections
Pipelines, forms, roles, rules and templates are configured around how you already work, instead of bending your process to someone else’s menu.
No per-user pricing
Add the people who need access without a per-seat conversation. A one-time investment option exists. Hosting, AI usage, telephony and messaging are separate, and terms are set out in a written proposal.
Connected with the rest of the business
Post-sales and collections share one record with Channel Partners & Commissions, Workflow Rules & Operational Automation and Customer Experience Management, so nothing is retyped between tools.
AI for routine work
AI Copilot and AI SDR agents assist with lookups and follow-up once an AI provider is configured. Changes wait for approval, and people stay in control.
- White-label under your brand
- Customised to your workflow
- No per-user pricing
- One-time investment option
Hosting, maintenance, AI usage, telephony, WhatsApp and other third-party services are separate. Scope and terms are confirmed in a written proposal.
What does waiting cost you?
Tick what sounds like your week. There is no score, only a conversation starter.
Bring your existing data with you
We help move post-sales and collections from spreadsheets or another CRM, without promising miracles.
Look at what you have and what is worth moving.
Map fields and flag cleanup.
Import a sample and check it with your team.
Plan the cut-over, training and a pilot.
Questions we hear
Can we track overdue instalments?
Yes. The dashboard and legal files show overdue instalments, and a rule can message and escalate on overdue payments once switched on.
Does it produce demand letters?
Editable document templates include a demand note, filled from the booking.
Is there a customer ledger?
Each booking carries payment history, total investment, paid so far and remaining.
Book a personalised demo
Tell us about your business. We will contact you to understand your workflow.
Thank you. We have your request.
A Propto CRM team member will contact you. Nothing is booked until we confirm a time with you.
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