Kolleno Solutions
Kolleno Payments
Too many clients to chase, too many steps to follow, too much to remember?
Credit control steps automation for each of your client segment
Stay on top of customer chasing
Unsure whom to chase and when?
Workflows automate every step of your credit control & dunning process, doing the heavy lifting of identifying the optimal payment reminder time for each account.
assure credit policy compliance
Too many clients, too many steps?
By setting up smart workflows, tasks are created and completed automatically, ensuring that all clients progress through each step of your credit policy.
Position yourself for success
Trouble keeping ad hoc tasks in mind?
Workflows identify and integrate additional tasks into your existing processes. You get reminders to complete actions promptly per each client.
Automate your way to AR collections success
Need to automate for a wide range of customer or invoice scenarios?
Almost any field can be used as a variable, allowing you to customize for any customer, invoice, credit note, or object criteria.
Seeking unique workflows for each client segment?
Utilize Customer Group functions to build segments and design tailored workflows for each customer portfolio.
Want to chase only a few, not every single one of your clients invoices?
You can automate workflows on the customer level but only set actions on specific invoices that meet the relevant criteria.
Looking to speed up chargeback responses?
Automate alerts to the finance team when a chargeback occurs - prompting a rapid investigation and dispute resolution.
Need to monitor payment failures closely?
If payments fail (ie insufficient funds or expired cards) workflows notify customers and offer alternative payment methods.
Wish to ensure customers exit a workflow if a certain event occurs?
Kolleno can stop all steps in a workflow if a customer meets specific criteria such as sending emails to yourself or making payment.
Are all communications automated or can I also send emails manually through Kolleno?
You are free to select how much of your communication is automated. Every piece of automated communication will only send when the trigger criteria including delays and conditionals are met. However, you can also send manual responses and communications through the platform, if you prefer. If you were to opt for this option, we recommend utilising the AI-generated email templates as that is another means to accelerating communications.
What type of triggers do you set up for the communications?
You can set up triggers for when an event occurs, when a customer meets a conditional criteria, or for a specific date and time. An example of a conditional criteria would be a client not paying for 30+ days overdue.
Is there a limit to how many automated strategies you can set up?
No, there is no limit to how many automated strategies you can set up, or apply to any select customer.
What type of payments do you support?
We accept payments through direct debit, card, bank transfer, ACH, and ACSS.
How secure are my customer details?
All of your company and client details are encrypted and follow ISO standards, thus your data is very safe.
