These guides apply to users who subscribe to Storable CRM's Collections service. If you do not use this service, but are interested in learning more, please click here for a free demo.
Collections is Storable CRM's automated collection system. Using a combination of text messages, emails, and phone calls, Collections helps simplify and streamline communication efforts to reach delinquent customers. Plus, customers are offered convenient payment options for past due amounts, with online links (via emails or text messages) or through our automated phone system. All collection activities are logged and recorded.
The help articles listed below explain key functions and processes within Collections.
Getting Help – How to Connect with Support
Adjusting Collection Workflow Settings
Automatic Communication Samples
Promise to Pay (not a regular function of Collections)