Your finance team also needs a CRM!

Manage customer relationships and streamline all your conversations for faster collections with Peakflo’s finance CRM!

G2 User Love Us Badge
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"We have sent over 100,000 workflow guided payment reminders to our customers and now collect our accounts receivable 10-15 days (~20%) faster on average."
Ritchie Wong
Group CFO
Ninja Van
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"By using Peakflo’s invoicing and automated reminders, we’ve been able to decrease our average overdue days by 9 and increase invoicing efficiency by 100%."
Sahil Handa
Senior Manager
InMobi
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"Peakflo has helped us reduce our average overdue days by 7 and improve productivity for invoice reminder followups by 95%. Peakflo has the ability to customize each invoice reminder workflow based on the client's tagging and segmentation."
Villa Kartika Damayanti
Accounts Receivable Manager
Glints
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"We've tried other global AR solutions like Upflow, but needed a localized solution for SE Asia. Peakflo has made it easy to manage our AR process, leading to better collections and lower DSO as we continue to grow."
Carl Cedarholm
VP of Finance
Shipper Indonesia
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"Peakflo is amazing for tracking customer payments. It helps with sending reminders to customers regarding payments or new invoices issued. This greatly reduces our work for daily follow-ups."
Swati Sopariya
Accounts Receivable Lead
FarMart
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"With Peakflo’s automated payment reminders, we’ve been able to save 3003 man-hours in total. Our collections team has become more productive and the allocation of resources is more effective now."
Suvesh Sinha
Assistant Vice President
ArisInfra
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"Peakflo is easy and straightforward to use. Our team has been able to reduce manual work, streamline finance processes, and centralize collections data."
Alvia Lampa
Head of Finance
Advance Tech Lending
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"After using Peakflo, we have more time to focus on value-added tasks. We have saved more than 66 man-hours per month by automating payment reminders and additionally, we are tracking the invoice due dates in real-time instead of using Excel."
Kyaw Soe Oo
Accountant
We! Interactive
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"Right from the first demo to our onboarding and then dedicated customer support everything was delightful and above expectations."
Rohan Sharma
Entrepreneur In Residence
91Squarefeet
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"Peakflo has been an amazing partner for us. It has saved us approximately 50-60 man-hours per month in receivable collection operations through automated workflow and payments."
Satrio Wiavianto
Head of Operations
Everplate Indonesia
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"Peakflo has a simple interface that is easy to use. It makes monitoring and collecting outstanding payments very easy for us. We've reduced our monthly overdues by 40% and DSO by 25%. The customisation offered is an additional plus point."
Lee Chee Meng
Co-COO
Pickupp
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"We appreciate the customized workflows as it allows us to create an optimal workflow that includes reminder emails, SMS messages, and phone calls. Overall, our Finance team is quite pleased with Peakflo's performance, we believe it does save time and effort in managing receivables."
Michelle Byrnes
Financial Controller
Estimate One
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"Overall I'm very satisfied with the Peakflo system. It synchronizes seamlessly with our accounting software. The dashboard layout and reports are very helpful. Lastly it was very simple and easy to setup the workflows and trigger logic."
Fabian Loke
Accounts Receivable Manager
Janio
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"Peakflo has helped our team a lot in terms of automated reminders, SMS reminders, and even letters of demand. We used to do this process manually. I love how Peakflo offers a lot of options and customizations in terms of editing workflows as well as the necessary placeholders for each reminder."
Emman S.
Senior Credit Analyst
Ninja Van
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"Peakflo is easy to access and learn. It’s very accommodating. Especially the daily review of my accounts and mostly the overdue accounts"
Merical Obosa
Finance team
Ninja Van - PH
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"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%."
Ranjith Av
Account Manager
Driver Logistics

Trusted by 100+ Finance Teams

Inmobi
Janio
Pickupp
Ninja Van
Hai Sia
Advance
Rey
Shipper
Estimateone
Vida
Glints
Luther
Qoala
Aris Infra
Waste4Change
We! Interactive
Gazzda
Bharathi Homes
City furnish
Driver Logistics
MyRobin
Yava
Hitachi

Why finance leaders choose Peakflo

Save 1000+ man hours per month
Increase your sales & collections team’s efficiency
Reduce DSO by at least 15 days
Streamline day-to-day finance operations and get paid faster
Receive Enterprise grade support and security

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.

Empower different teams to work together!

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.

Achieve 10x productivity with tasks!

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.

Never miss a task or customer reply!

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.

Easily respond to customer queries for a faster collections process!

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.

Manage collection tasks professionally!

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.

Say goodbye to manual spreadsheets for collection tracking!

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!

Get visibility on all customer communications with an immutable audit trail!

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

Keep a bird's eye view with weekly receivables reports

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.

Track collections KPIs from the "Team Activity Report"

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.

Check the deliverability of all customer replies!

Success Stories

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?