Features
Dashboard
See at a glance how your AR process is working and dive into the detail if you need to.
Accounts
Track your debtors and see where everyone is at. Search by contact or invoice and filter by stage or age.
Call Console
Manage your call queue, log calls, add notes and trigger workflows. Learn more >
Collect
One-click escalation to debt collection and legal services.
Workflows
Automate your AR process, tailored to each customer segment.
Reports
Monitor your progress, update your stakeholders, refine your process.
Email reminders
Invoice and statement reminders tailored to your brand.
SMS reminders
Add SMS reminders to your workflow, replies appear in contact history.
Contacts
Set a default workflow per contact, exclude certain contacts from reminders.
Contact history
View the history of emails, calls, notes and more, for each contact.
Sending options
Pause all activity, set sending time, name and email address.
Data synchronisation
Automatic data synchronisation with your accounting software. Or import whenever you want.
Zapier
Update your other business apps with call notes, email and SMS reminders and more!
Custom Reports
We can tailor weekly or monthly reports to your requirements.