Kolleno Solutions
Kolleno Payments
Better organized and prioritized tasks for
your collections team
Kolleno combines all your tasks, emails, disputes, calls in one place - your ultimate inbox to manage collections performance.
Structure your day with clear direction & priorities:
- Clear to-do list for your daily operations
- Tasks escalation or reassignment to your colleagues
- Deal with the tasks at scale with auto-drafted responses
- Be on top of clients promises to pay with tasks reminders
Scale collections with structured tasks
Receive a prioritized to-do list for your collections.
Let go of unstructured days, lacking direction and priorities. Kolleno provides you a clear list of action items for the day, based on your customer inquiries received by email, phone or SMS.
Unify omnichannel communication for better task execution.
Manage tasks effortlessly with Kolleno’s centralized log of emails, calls, SMS, and notes. This ensures your team always has the full context to execute tasks efficiently and error-free.
Delegate tasks across team members.
Assign tasks to specific users and log notes to keep your team updated on collections, ensuring effective communication across team.
AI-agent generated emails for faster, accurate responses.
Autocomplete emails with most up-to date clients information. Stopping you from making silly mistakes such as including wrong invoice number and balance.
Stay on top of client promises to pay.
Kolleno keeps you informed by assigning to a follow up task for you to chase a customer if they missed their promised payment dates.
Empower your finance team to operate as a single, coordinated unit
Wondering how to plan your day to manage customer inquiries?
Receive a to-do list of items you need to action on, based on your customer inquiries received by email, phone, or SMS.
Concerned about missing tasks or important follow-up dates?
Create system-generated reminders driven by your preset triggers and built with automated workflows.
Uncertain about the best way to follow up with clients for payment?
Kolleno AI Copilot recommends optimal actions for each client at specific times, enhancing your ability to handle communications effectively.
Need to delegate tasks to your team members?
Once a client portfolio is set up, assigning it to a specific user helps delegate tasks and can limit access to the relevant group of clients.
Need to track notes and ensure your colleagues are up-to-date?
Take notes regarding each task, client or any situation. Notes are logged on company level, so your team is always up to date.
Forgetting when customers promised to pay?
Track when customers promise to pay by utilizing notifications to follow up, helping you maintain better control over payments.
1Password saves 20hrs each week on manual tasks
Can Kolleno track task progress across the team?
Yes, Kolleno provides a centralized platform where teams can track task assignments, progress, and completions in real-time, promoting accountability and collaboration.
How does Kolleno improve team collaboration for task management?
Kolleno consolidates communication channels like emails, SMS, and calls into one platform, allowing all team members to stay informed and aligned on task updates and customer interactions.
Is there a maximum number of collaborators that can access Kolleno?
No, there is no maximum. However, there are different types of access you can grant including admin, member, and viewer. Admins have access to the full platform including settings and user permissions, members have access to the full platform except settings and user permissions, whilst viewers can only view the platform with no permission to change or action any feature in the platform.
Can Kolleno assign tasks automatically?
Yes, Kolleno can automatically assign tasks to team members based on predefined rules, such as customer segmentation, account size, or workload distribution.
Can I customize task workflows in Kolleno?
Absolutely. Kolleno allows you to tailor workflows and task sequences to align with your specific collections processes and business needs.
Does Kolleno send reminders for pending tasks?
Yes, Kolleno provides automated reminders and notifications for overdue or upcoming tasks, ensuring nothing falls through the cracks.
How does Kolleno track task-related communication?
Kolleno logs all task-related communication, including calls, emails, SMS, and notes, into a centralized activity feed, giving you a complete history for each account.
What reporting tools does Kolleno offer for task management?
Kolleno provides detailed reports and analytics, including task completion rates, resolution times, and team performance metrics, to help you optimize your collections strategy.
