Keep Configuration in Your Hands
We made Automated Collections fully configurable by any business user in Salesforce, with an interface where you can add and remove steps, reorder, and more. No code required.
After all, no one understands what works in collections for your customers or donors better than your collections people. Model your existing process, email messaging, and scripts in this automated Salesforce app.
And if you need to tweak your collections process, you can easily experiment with changes to timing, email subject lines or text, and more, all inside of Salesforce.
- Fully customizable in Salesforce by any business user
- Add as many stages and steps as you want
- Configure payment collection retries and emails to customers in any manner
- All clicks, no code!