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Features

All the features you need to create your perfect accounts receivable process, including email and SMS reminders, statements, phone calls and debt collection.
Dashboard

Dashboard

See at a glance how your AR process is working and dive into the detail if you need to.

Accounts

Accounts

Track your debtors and see where everyone is at. Search by contact or invoice and filter by stage or age.

Call Console

Call Console

Manage your call queue, log calls, add notes and trigger workflows. Learn more >

Collect

Collect

One-click escalation to debt collection and legal services.

Workflows

Workflows

Automate your AR process, tailored to each customer segment.

Reports

Reports

Monitor your progress, update your stakeholders, refine your process.

Email reminders

Email reminders

Invoice and statement reminders tailored to your brand.

SMS reminders

SMS reminders

Add SMS reminders to your workflow, replies appear in contact history.

Contacts

Contacts

Set a default workflow per contact, exclude certain contacts from reminders.

Contact history

Contact history

View the history of emails, calls, notes and more, for each contact.

Sending options

Sending options

Pause all activity, set sending time, name and email address.

Data synchronisation

Data synchronisation

Automatic data synchronisation with your accounting software. Or import whenever you want.

Zapier

Zapier

Update your other business apps with call notes, email and SMS reminders and more!

Custom Reports

Custom Reports

We can tailor weekly or monthly reports to your requirements.

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Featured articles

Features was last modified: April 29th, 2021 by matt
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Features was last modified: April 29th, 2021 by matt
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