Your collections team also needs task management!
Collections, finance and sales team can collaborate seamlessly to streamline receivables and get paid 10-20 days faster!
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What finance teams have achieved with Peakflo
Empower different teams to work together!
Give the right access and permissions to the sales and finance team or any other stakeholder based on their roles.
Permissions at a glance
Check all permissions of each role at a glance and make sure the users have the right access levels
Manage Notifications
Users can customize the type of notifications and the channel (WhatsApp or email) from their profile
Customized roles-based access & permissions
Assign custom roles and out-of-the-box roles like Account Manager, Collections, Admin, ā¦ based on specific permissions. Empower your team and ensure compliant information security.
Achieve 10x productivity with greater personalization!
Design and trigger manual actions for your team members to execute. Make the process of collections faster, more personalized and professional with manual follow-ups. Add, assign owner and schedule customizable manual reminder follow ups for your finance and sales team.
Loop in the right stakeholders at different stages of collection
Change ownership from collections to sales based on aging receivables
Escalation management
Escalate to the right stakeholders in your customerās organization
Save time with personalized templates
With over 30 placeholders, auto-fill information such as the table of the outstanding amount, invoice numbers, overdue amount,ā¦ and save your team those precious hours wasted in manual data entry
Be where your customer is
With support for email, WhatsApp, SMS, Zalo, Line, and Viber, you can have multi-channel communications based on your customersā preferences
Manage all your pending tasks in one place!
Access your pending tasks from your personalized āActionsā tab. See all your pending and future tasks in one place and execute manual follow-ups with one click!
Record promise to pay information instantly
Jot down the promise to pay date, amount and other details that your customer mentions to simplify collections
Personalize, personalize, personalize
Layer personalized messaging on top of the pre-filled messages generated for your customers before you click on send!
Create scripts for your collections team
Make it easy for your collections team to manage follow-up phone calls by making notes and following a script
Get context on your customer
At a glance, get access to all relevant invoices and a full timeline of communications, payments, and disputes,ā¦ to have full context before engaging with your customers
Say goodbye to manual spreadsheets for collection tracking!
Real-time customer status tracking report makes it easy to manage your weekly collections meetings by tracking all your customer receivables in one place!
Understand your customers better
Re-assign customers to different collection workflows using Peakfloās AI-powered payment behavior classification
Categorize customers and define next steps
Tags will allow you to quickly classify customers based on your business preference (e.g. Freeze/escalate to CEO etc.)
Track recent courses of action and last customer activity
Check the last customer activity details and date from the report to better guage next steps
Track Promise to pay date & amount
View or add the promise to pay date and amount based on customer feedback
Get visibility on all customer communications with an immutable audit trail
Need to track all messages received/sent to the customer and their historical payments? Want to ask questions from your teammates or loop them in for customer communications? All you need to do is to go to your customer timeline!
Adhoc messages
Send adhoc WhatsApp messages, emails and SMS to your customers directly from the customer timeline
Post notes
āTagā your teammates in notes and communicate with them easily. Keep track of all your internal communications in the timeline!
Keep a birdās eye view with weekly receivables reports
Donāt spend any time on creating reports or analyzing your vital accounts receivable metrics. All you need to do is to check your emails and get the week over week analysis of your collectionsā health.
Daily task reminders
All the task owners will get daily reminders of the pending tasks to make sure the follow-ups are timely
Teammates pending actions
Get an overview of your sales and finance team pending actions in the weekly briefing emails
Track collections KPIs from the āTeam Activity Reportā
Wonder how much is being collected by your collections team? Use the āTeam activity reportā and understand each userās collections and overdue amount.
Action status
Monitor actions pending or completed per each user at a glance
Actions skipped
Gain visibility over skipped actions and the last action date
Success Stories
How Ninja Van saves 1000+ manhours/month and reduced DSO by 12 days using Peakflo
Ninja Van issues 10,000 invoices per month to customers with different requirements. Before Peakflo, Ninja Van needs to prepare the invoices manually. Not to mention the effort needed to follow up and resolve disputes. With Peakflo and Netsuite 2-Way-Sync, NinjaVan is able to issue custom invoicing smoother based on specific field mapping. The customer portal also centralizes communication and dispute management with customers.
Read Full Story HereHow InMobi decreased their Average overdue days by 9 and increased invoicing efficiency by 100%
Before Peakflo, InMobi AR team had to create invoices manually with many customizations unique to different regions across the globe. Now, with Peakflo, InMobi can create GST tax invoices with high customization, like HSN/ SAC code, QR code, GSTIN, and e-signatures. Following up on unpaid invoices also made easy with real-time reports.
Read Full Story HereHow EverPlateās operational team saves 60 man-hours per month, gets paid 15 days faster with Peakflo
EverPlateās operational team, coming from a non-finance background, had a difficult time issuing invoices and tracking payments, resulting in incredibly tight cash flows and wasted man-hours spent doing repetitive tasks. With Peakflo's centralized dashboard, Everplate is able to track invoice status accurately and make customized multi-channel payment reminders.
Read Full Story HereHow Gazzda improved DSO by 8 days by automating payment reminders and saved 72 man-hours per month on vendor invoice data entry and payments.
Before Peakflo, Gazzda team had to manually send follow-up emails for 300 invoices per month. Gazzda team also had a hard time doing manual data entry for vendor invoices received by paper and track their status. With Peakflo, Gazzda can automate payment reminders. The scattered vendor invoice management became centralized and the vendor invoice processing has gotten much faster and easier.
Read Full Story HereHow Janio reduced the DSO of over 1,000 customers to 40 days using Peakflo
Before Peakflo, Janio didnāt have any visibility into their collections process, making it challenging to plan their budgets. They also need to follow-up manually on 5,000 invoices/month. With Peakfloās customer status tracking report, Janio is able to see customersā payment behavior and timeline. The automated reminder workflow also remove the needs to manually follow-up on customer payments.
Read Full Story Here
How Pickupp's finance-ops increased productivity by 30% using Peakflo
Before Peakflo, Pickupp had a manual process for collecting and monitoring outstanding payments. This manual approach has led to data silos in communications. With Peakflo easy-to-use interface, monitoring and collecting outstanding payments is very easy. As a result, PickuppĀ reduced monthly overdue by 40% and DSO by 25%.
Read Full Story HereHow EstimateOne saves 376 hours and collects AU$ 83.3k faster with Peakflo
EstimateOneās three-women financial team had a tough time recording payment status in spreadsheets ā which didnāt provide them much visibility on overdue invoices. With Peakflo reports and real-time tracking, EstimateOne was able to gain more insights into customersā invoice status through the comprehensive reports, making collection much easier and faster.
Read Full Story HereHow Glints improved their average overdue days by 7 and invoice reminder follow up efficiency by 95%
Before Peakflo, Glints team had to sent invoice reminders one by one manually from their accounting software. The process of sending and personalizing took around a full day. With Peakfloās automated workflows, now Glints team automatically sends all the invoice reminders through emails to their customers and reduce DSO.
Read Full Story HereHow ArisInfra saves 3003 man-hours in a year with Peakflo
ArisInfraās collections team sent email reminders manually and it took a five-person team to handle all these follow ups. With Peakfloās automated workflows, now ArisInfraās finance team automatically sends all the invoice reminders through emails. Now, just one person checks on the automated reminders and tracking customer payments
Read Full Story HereHow WE! Interactive saves 66 man-hours per month by automating invoice reminders
WE! Interactive, as a Xero accounting software user, needs to send reminders that were sent out one at a time and only through email. With Peakfloās automated workflows, now We! Interactive accounting team automatically sends all the invoice reminders through email to their customers.
Read Full Story HereHow Advance PH saved almost 300 man-hours per month on automating invoices collections
Before using Peakflo, Advance used Google sheets to send around 500 invoices and send manual email reminders to their customers. It took around half a day every day. With Peakflo automated workflows, now Advance finance team automatically sends all the invoice reminders through emails to their customers and their team is able to focus on more value-added tasks.
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FAQ
- Who can benefit from Peakflo collection task management?
- What are roles-based access and permissions?
- How can I create and assign tasks to owners in Peakflo?
- How can I track the performance of the task owners?