VAST CRM

PMS Management Built Into Your CRM

Manage plans, subscriptions, payouts, wallets and team activity in one place.

PMS Operations

One System for

Every PMS Activity

A good PMS setup keeps subscriptions, funds, earnings and activity linked from the start.

A PMS program can have many users, plans and active subscriptions at the same time. Each subscription has its own amount, start date, status and activity. As the number of users grows, keeping these records clear becomes harder.

The same applies to payouts and wallet activity. Funds can move between the PMS balance and the main wallet, while team activity adds another layer to the system. A CRM-based PMS module keeps these records linked so the full activity is easier to follow.

  1. 01

    Every user had a different subscription.

    A PMS can run several plans at the same time. Each plan may have its own amount range, term and settings. The system needs to keep each user linked to the right plan.

  2. 02

    Active and inactive subscriptions were mixed.

    Subscription status matters when a PMS program grows. Teams need a clear way to see which subscriptions are active and which ones are no longer running.

  3. 03

    Investment activity was hard to follow.

    Each subscription starts with an amount and stays linked to the user and plan. Keeping this history clear helps teams understand the full PMS activity.

  4. 04

    Payout activity was spread across records.

    PMS earnings can come from different sources. Keeping the amount, source, status and date together makes each payout easier to understand.

  5. 05

    PMS funds were mixed with regular wallet funds.

    A separate PMS wallet gives PMS activity its own place. This makes it easier to see what belongs to the PMS program and what belongs to the main wallet.

  6. 06

    Team activity added another layer to manage.

    A PMS program may also include referral and team activity. A clear team view helps connect members with their subscriptions and business activity.

  7. 07

    The full PMS picture was hard to see.

    Plans, subscriptions, wallet funds, payouts and team activity are all part of the same PMS flow. Keeping them connected gives the admin team a clearer view of the program.

Inside PMS

From Plans to Payouts, Everything Stays Connected

Manage the main PMS activities through a simple flow inside your CRM.

  1. Step one

    Subscription Plans

    Set up PMS plans with the details your business needs. Users can view the available plans and choose the one that fits their needs.

    • Multiple PMS plans
    • Investment amount range
    • Plan duration
    • Plan status
    • Subscription details
    • Easy plan selection
  2. Step two

    PMS Wallet

    Keep PMS funds in a separate wallet. Users can see their PMS balance and manage funds linked to their PMS activity.

    • Separate PMS wallet
    • Available PMS balance
    • Wallet activity
    • Balance tracking
    • PMS fund records
    • Main wallet connection
  3. Step three

    Payouts

    Keep payout activity clear and easy to review. Track each payout with its amount, source, status and date.

    • Payout amount
    • Payout source
    • Level details
    • Payout status
    • Payment description
    • Date-based filters
  4. Step four

    Team Activity

    Give users a clear view of their PMS team. Track members, subscription activity and team business through a simple team tree.

    • Team member list
    • Team tree
    • Paid and free members
    • Member subscriptions
    • Team business
    • Referral activity

PMS Experience

See Your PMS Activity,

At a Glance

Give users a clear view of their PMS status, account activity and progress from one simple dashboard.

  • Investment Overview. See total investment and recent activity without checking each subscription one by one.
  • Plan Status. See active and inactive plans and keep track of the current subscription status.
  • Monthly Activity. Get a quick view of current month activity and recent PMS movements.
  • Daily Activity. Check what happened today and keep daily PMS activity easy to follow.
  • Account Status. See active and inactive account counts from the PMS dashboard for a quick status check.
  • Team Overview. View team size, team business and subscription activity from the PMS team area.

Bring Your PMS Operations Together With One Simple CRM.

Book Your Demo Read the FAQ

Questions about PMS

Everything About PMS

Simple answers about plans, subscriptions, wallets, payouts and team activity.

  • Yes. You can create and manage different PMS plans from the CRM. Each plan can have its own investment range, duration and other plan settings.

  • Yes. Users can view the available PMS plans and select a plan from the portal. Their subscription and investment details are then shown in their PMS area.

  • Yes. The PMS module has a separate PMS Wallet. Users can view their PMS balance and keep PMS wallet activity separate from their main wallet.

  • Yes. The PMS module supports a transfer flow from the PMS Wallet to the main wallet. Users can enter the amount and complete the transfer through the wallet section.

  • Yes. PMS payout records can be viewed with details such as amount, source, level, description, status and date. Filters help users find the records they need.

  • Yes. The PMS team area shows team members, subscription activity and team business. A team tree also gives a clear view of the wider PMS network.