With Chargent Automated Collections

A powerful, configurable tool to easily automate and improve your payment collections process, so you can collect late payments before they become lost revenue.


Your Collections Process

  • Automate early-stage collections activities like dunning emails and payment retries.
  • Eliminate manual work and let your team focus on strategic tasks.
  • Build stronger relationships with donors and customers for longer lifetime value.

Laptop showing Automated Collections dashboard in Salesforce


All in Salesforce

  • Fully automate collections on any payment, from any system or Salesforce object.
  • Powerful analytics features let you continually improve your collections process.
  • Easy to configure with clicks, not code.
Automated Dunning

Automate customer communications around late payments, to collect more with less effort.

Integrated Payment Links

Smart emails with clickable payment links offer the convenience customers expect – and get you paid faster.

Smart Payment Retries

Payment retries that get smarter based on results. Continual improvements mean more collections success.

In-Depth Analytics

Ready-to-report analytics let you quickly analyze, then optimize your collections process.

A/B Testing

Test and refine your collections copy to better reach your customers and collect more failed payments.

Retry Timing

Understand the retry timing that works best for your customers to collect more cash, more quickly.

Simplified Implementation

Configured with clicks, not code. Start collecting today, without a major implementation project.

Collect Any Payment, Anywhere

Think beyond failed payments, and tackle overdue invoices, deposits, and more.

Managed Right in Salesforce

Streamline your payments process, and manage collections right in your CRM – where your customer data lives.


Chargent is a game changer. It takes the heavy lift off payment collections, and gives customers peace of mind and ease.

Anthony O.


Powerful data to refine your collections process, at your fingertips

Your Automated Collections Dashboard provides instant snapshots of your collections performance, as well as in-depth analytics insights that let you dive deep into the data.

Measure and manage everything from your email messaging, to payment retry timing, to the color of your payment request button.

Empower your team with meaningful, actionable analytics – so they can spend their time on improving your collections process, instead of manual collections efforts.

Learn More
Automated Collections dashboard screenshot


Don’t risk customers or donors to involuntary churn

Failed payments can add up quickly to high accounts receivable, lost revenue, and customer churn.

Automated Collections does the heavy lifting of capturing payments that fail due to simple errors like expired credit cards or address changes, reducing involuntary churn and making it easy for your customers to continue receiving the services they value.

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Understand your full financial picture


Average revenue businesses have held up in AR and payment terms.


Firms reporting operational cost savings with AR technology.


Average annual cost of customer attrition due to failed payments.

Chargent Automated Collections centralizes the entire collections process in Salesforce, to give you a more complete picture of both your customer and your overall financial landscape.

Faster collections lead to better financial metrics, and efficiencies gained by streamlining your collections process in one centralized system. You’ll quickly realize improvements like:

  • Decreased customer churn
  • Lower DSO
  • Reduction in bad debt
  • Healthier Accounts Receivable lifecycle

Automated Technology Drives AR Benefits

Infographic: faster processing speed, improved team efficiency, better customer service, DSO improvement, collections improvement
Let’s Run the Numbers


Bring collections in-house to keep more of what you collect

Outsourcing your collections process to an outside agency is expensive – but automated payment collection software has leveled the playing field for debt collection.

Automated Collections works seamlessly in the background to collect revenue, making it easy to bring more of your collections process in-house, retain control over your valuable customer relationships, and keep more of what you collect.

Find Out How


Right in Salesforce

Collect Any Payment

Make it simple for your customers to pay you for the services that they value, while taking advantage of capabilities like dunning management and data analytics.

Automated Collections gives you the flexibility to tackle payment scenarios like:

  • Fully automated one-time payments
  • Scheduled or installment payments
  • Payments managed in other systems
Automated Collections diagram


To Improve Payment Collections with Salesforce

Learn 10 ways you can collect more cash with less effort.

Get Checklist


Automate and Improve Your Collections Process

Transform the financial health of your organization with payment processing, automated collections, and customer data in Salesforce.

10 Benefits of Accounts Receivable Automation

Know where and how to start when identifying opportunities for bringing automation to your organization.

The Future of Automated Collections Is Here

Make it as simple as possible for customers to pay you for the services they value.

Automate and Improve Your Collections Process

We’re here to get you started – talk with us today!

Book a Meeting

CHECKLIST: 10 Ways to Improve Payment Collections With Salesforce

Has your organization outgrown your collections process?

Download our payments checklist to learn 10 strategies to automate and improve payment collections.

Download Checklist
Checklist: 10 Ways to Improve Payment Collections in Salesforce
Available on Salesforce AppExchange