Rule engine with conditions by amount, aging and customer type
Smart Collections
Automate your collection strategy from start to finish
Define intelligent collection workflows that execute automatically, adapting to each customer segment and debt type.
Automation engine
Configure rules, steps and jobs that run without manual intervention, tailored to every collection scenario.
Sequential workflow with email, letter, follow-up or script jobs per step
Preview impacted customers and invoices before execution
Recurring scheduling with execution windows and blackout dates
Multi-channel execution & strategy management
Combine multiple communication channels with parallel strategies to maximize collection effectiveness.
Multi-channel execution
Each workflow step can execute different job types, from personalized emails to advanced scripts.
- mail Automatic email sending with personalized templates
- summarize Aggregated emails with multi-invoice summaries
- description PDF letter generation for postal delivery
- event_note Follow-up task creation for collectors
- terminal Custom script execution for advanced integrations
Strategy management
Run multiple strategies in parallel and continuously optimize the collection process.
- check_circle Parallel strategies for different customer segments
- check_circle A/B testing between strategies to optimize results
- check_circle Automatic escalation between phases: friendly, firm and pre-legal
- check_circle Strategy cloning and versioning
- check_circle Audit trail of every execution
Intelligence & analytics
Measure, compare and optimize your collection strategies with detailed metrics and advanced segmentation.
Efficacy metrics: response rate, collection rate and strategy comparison
Pre-built sector templates tailored to each industry
Automatic segmentation rules by behavior, risk score and geographic zone
Complete execution history with customer-level detail
Ready to automate your collections?
Request a personalized demo and discover how Smart Collections can transform your collection process.
Request demo