Your finance team also needs a CRM!
Manage customer relationships and streamline all your conversations for faster collections with Peakflo’s finance CRM!
Trusted by 100+ Finance Teams
Why finance leaders choose 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 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, based on specific permissions. Empower your team and ensure compliant information security.
Limitless entities & sub-entities
Define as many entities and sub-entities needed for your company and your customers.
Achieve 10x productivity with tasks!
Design and trigger tasks for your team members to execute. Make the process of collections faster with more personalized and professional follow ups.
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 customer's organization.
Over 30 placeholders
With over 30 placeholders, auto-fill information such as the table of the outstanding amount, invoice numbers, overdue amount, 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 customers' preferences.
Never miss a task or customer reply!
Leverage a centralized dashboard with all pending and future tasks, assigned to the right task owner.
Filter unread customer replies
For better visibility over tasks and replies, filter the replies and tasks that are pending with a single click.
Perform bulk actions
Perform bulk actions such as skip, reassign or mark as unread on tasks and replies to save time.
All customer replies also appear as pending tasks!
Gone are the days when your customer had a bad experience due to delayed or unresolved billing issues. The right owner will be auto-assigned to a task to revert to customer queries. Owners can respond to customer queries directly from the tasks section.
Easily respond to customer queries for a faster collections process!
From the customer reply view, access all time customer audit trail and reply to a message directly.
Reply via email, SMS or WhatsApp
Reply to your customers from their preferred channel.
Reassign replies to the right person
Reassign tasks to the right stakeholder in the sales or finance team to speed up the communications.
Skip replies or mark them as unread
If the customer does not require any replies, easily skip the reply or mark them as unread to check them later.
Manage collection tasks professionally!
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!
Plan the next step
From the task view, plan the next follow up and create a task and assign it to the right stakeholder.
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,… 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 Peakflo’s 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 gauge the 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
“Tag” your teammates in notes and communicate with them easily. Keep track of all your internal communications in the timeline!
Make phone calls directly from Peakflo
With VoIP integration, your accounts receivable and even the sales team would be able to make phone calls to the customers from Peakflo. Peakflo has out-of-the-box scripts for your follow-up calls and your AR team can also edit the script template if needed.
Keep a bird's eye view with weekly receivables reports
Don't 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 collections' 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 "Team Activity Report"
Wonder how much is being collected by your collections team? Use the "Team activity report" and understand each user's 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 last action date.
Check the deliverability of all customer replies!
Are you responding to your customers but still not receiving replies or payments? Your customers might have not received the reply at all! Check the deliverability and open rate of all your communications with reminder delivery report!
WhatsApp and email reminders
Track the deliverability of all your reminders and replies including SMS, WhatsApp and email reminders.
Open rates and bounces
Track the reply open rate and in case the reply bounces, check the bounce reason to make corrections accordingly.
Success Stories
Ninja Van
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.
InMobi
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.
EverPlate
EverPlate’s 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
Gazzda
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.
Janio
Before Peakflo, Janio didn’t 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 Peakflo’s customer status tracking report, Janio is able to see customers’ payment behavior and timeline. The automated reminder workflow also remove the needs to manually follow-up on customer payments.
Pickupp
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, Pickupp reduced monthly overdue by 40% and DSO by 25%.
EstimateOne
EstimateOne’s three-women financial team had a tough time recording payment status in spreadsheets – which didn’t provide them much visibility on overdue invoices. With Peakflo reports and real-time tracking, EstimateOne was able to gain more insights into customers’ invoice status through the comprehensive reports, making collection much easier and faster.
Glints
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 Peakflo’s automated workflows, now Glints team automatically sends all the invoice reminders through emails to their customers and reduce DSO.
Aris Infra
ArisInfra’s collections team sent email reminders manually and it took a five-person team to handle all these follow ups. With Peakflo’s automated workflows, now ArisInfra’s finance team automatically sends all the invoice reminders through emails. Now, just one person checks on the automated reminders and tracking customer payments
We Interactive
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 Peakflo’s automated workflows, now We! Interactive accounting team automatically sends all the invoice reminders through email to their customers.
Advance
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.
Driver Logistics
The Peakflo team was very efficient in understanding our requirements, and they developed customized solutions to make the day-to-day finance operations much more effortless. We’ve been able to reduce our average overdue days by 16 and increase our receivable efficiency by 35%.
Connect your Accounting Software/ERP to Peakflo
Turbocharge your accounting software with Peakflo or import your data seamlessly.
Integrate and leverage the power of automation without affecting the way you work.
Get Started!Import your CSV/XLSX
Connect through Peakflo API/ SFTP
Streamline collections team's task management and get paid faster today!
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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?
- Can we ensure the right privileges are allocated to the team members?
- Can we define the parent-child relationship for our customers?
- What do manual actions mean in workflows?
- Can we add custom fields to record the customer’s “promise to pay date”?
- Will we have dedicated support for customizations?