Finance systems designed for back-office are not built to handle customer relationships during your collections process. Growfin gives you the superpower to approach collections like how a sales team would do with a CRM.
Know where your collection process stands today both at a 30000 ft view and at a 30 ft view.
Look at accounts that have a promise to pay for the month.
Monitor and provision bad debts upfront.
No more checking your spreadsheet notes & your inbox for contacted date before you follow up. Have all the information in one place.
Growfin automatically tracks when you last followed up and what is the status of payment.
Highlights the risk of collecting cash from a customer based on the past payment behavior for you to strategize collections.
Prioritize accounts that you want to focus on for the week based on the aging, balance & health score of each customer.
Segment your accounts by risk, region, business unit etc. and save them to easily accessible views.
Schedule a call with our experts to understand how real-time AR visibility can be a game-changer for your enterprise.
No need to ask the finance team for outstanding invoices or payment status. Get all the AR information about your customer inside Salesforce.
Like how Growfin helps finance teams track AR, Growfin dashboard inside Salesforce helps sales team to track AR from where they are.
All collection notes or collection activities can be added inside Salesforce which get recorded in Growfin for tracking.
Start your day with the prioritized worklist on tasks to complete, issues to resolve & payments to collect.
Know how much you have collected in total and the balance that remains at a glance.
Track your progress on how much you have collected in total and the balance that remains at a glance.
Know immediately when a customer responds or makes a payment
Look at flagged invoices that require attention. Know when an invoice becomes critical.
Have all your customer information and activities in one place required to perform a collection activity from contact information to internal PoC to invoice PDFs.
Have quick access to customer’s statement and easy access Invoice PDFs.
Bad debt recovery? Have an audit trail of all the collection activities with the customer in one place to report.
Send bulk follow up emails or record promise to pays or disputes based on response, set tasks or escalations.
