Scale your customer engagement.
Automate the mundane across multiple channels using sequences that guide customers from on-boarding through collections.

Clean out your inbox!
Make self-service access secure and easy. Your customers pay, review statements, download invoices, promise to pay, and dispute from a secure customer portal without having to enter a password. No email required!

Maximize your team’s impact.
Next Best Tasks uses intelligence to prioritize a team member’s tasks and provide all relevant content. The Collector’s Cockpit™ provides contextual access to tasks, interactions, accounts, reports and other critical resources.

Optimize your performance.
Keep stakeholders up to date. Receivables Dashboard reports the status of your receivables. Receivables Analytics lets you get insights into your customers and operations.

Sync with Sage Intacct
Stay in tune with Sage Intacct, pulling in all the accounting data you need to collect cash on time and recognizing payments in your Sage Intacct instance.

Key Benefits:

• Empower your customers. Self-service access to invoices, payments, and communications saves you time and makes your customers love you.
• Align your team’s priorities. Work management focuses team efforts on exceptions, disputes, and high-value customers.
• Optimize your bank balance. Intelligence and insights improve the process by providing the ability to see when the money is coming in.
• Take control. See the status of every invoice and all your team’s activity in one place.

System Requirements:
Sage Intacct Web Services

Price:
Contact for Details