Shared context is everything. Avoid back and forth between finance and customer-facing teams with collaboration-features baked into Growfin.
Growfin CRM allows you to not only capture promise-to-pay (PTPs), escalations, disputes and write-offs but also collaborate with other team members and resolve them in an intuitive manner.
Track invoice disputes as tickets and assign it to stakeholders to have clear accountability and faster resolution.
Finance can escalate invoices or create disputes from Growfin as cases in Salesforce for the sales rep to resolve.
Simply @mention your colleagues in the disputes or other activity threads to drop a comment tagging them.
Having the relevant data where collaboration happens seals the right context into interactions.
Finance, sales or customer success can now collaborate from their favorite tools to collect efficiently and seamlessly.
Get to know immediately in SFDC or through slack bots when your customer makes a payment or goes delinquent.
Collaborate on invoices, disputes or tasks with context seamlessly from Slack.
Collaborate from growfin’s dashboard within SFDC account’s page in context.
Any responses to your collection emails are captured within Growfin and the team has access to those emails from Growfin’s inbox. Act & respond from one place.
Automated follow up sequences in Growfin can help you set up your collaboration on an autopilot. Provision specific milestones in your follow up sequence when the Collections Bot needs to loop in billing, sales or customer success teams in the follow up emails.