See every customer conversation in one place
Finance audits and customer disputes need documentation. Case management logs every message sent, every response received, every action taken. Complete paper trail automatically maintained.
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Never lose track of customer conversations
Every email, SMS, and phone note about an invoice in one timeline. See what was said, when, and what happened next. No more "did we already send a reminder?"
See which tactics actually work
Track response rates by channel, message type, and customer segment. Double down on what works. Stop doing what doesn't. Data-driven collections strategy.
Know exactly who's responsible for each case
Assign cases to team members. See who's handling what. No duplicate work, no dropped balls. Clear ownership for every overdue invoice.
Collaborate with your team in real-time
Add internal notes, tag teammates, flag urgent issues. Everyone sees the same information. No more "can you forward me that email chain?" Built for team collections.
Never send duplicate messages by mistake
System knows what's been sent. No more embarrassing "we already sent that" moments. Professional, coordinated outreach every time.
Mobile access for teams in the field
Check case status, add notes, send messages from your phone. Collections don't stop when you leave the office. Full mobile experience.
Resolve cases 3x faster with complete context
Stop searching through emails and notes. See everything about a customer's payment history, communication timeline, and current status in one screen. Make faster decisions with complete information.
Stop duplicate work across your finance team
When multiple people handle collections, things fall through cracks or get done twice. Case management shows clear ownership and current status so everyone knows who's doing what.
Complete audit trail for every customer interaction
Finance audits and customer disputes need documentation. Case management logs every message sent, every response received, every action taken. Complete paper trail automatically maintained.
Features
Unified customer timeline
Assign cases to specific team members. Get notified when customers respond or payments come through. Built for teams, not solo operators.
Team assignment and notifications
Assign cases to specific team members. Get notified when customers respond or payments come through. Built for teams, not solo operators.
Full message history
See every email, SMS, and WhatsApp sent about an invoice. When customers say "I never got that" you have receipts. Complete message archive.