The life of a debt, from first record to final receipt
Six clear stages. Each has an owner, and each one leaves a record the next person can act on.
- 1
Register
Clients, debtors and their accounts, one at a time or by bulk import.
- Owner
- Admin
- Creates
- Debt account
- 2
Open a case
Accounts that need attention become cases with a priority and an officer.
- Owner
- Manager
- Creates
- Assigned case
- 3
Contact
Calls, SMS, emails and visits are logged with an outcome and a next step.
- Owner
- Officer
- Creates
- Activity log
- 4
Promise to pay
Commitments are dated and tracked; missed ones surface automatically.
- Owner
- Officer
- Creates
- Promise
- 5
Collect
Payments are recorded, verified and confirmed, with a receipt for each.
- Owner
- Finance
- Creates
- Receipt
- 6
Reconcile & report
Balances settle, the case closes and results flow into every report.
- Owner
- Manager
- Creates
- Report
6
Role-based workspaces
6
Report types
3
Export formats: CSV, Excel, PDF
2-step
Sign-in on every login
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