Storable CRM and Collections Knowledge Base

Pay-by-Phone Overview

Storable CRM

What is Pay-by-Phone?

Storable CRM’s Pay-by-Phone feature provides customers a way to make payments over the phone at their convenience, without needing to speak with an employee. Customers can be directed to use the Pay-by-Phone system in two main ways: Inbound Calls Auto Collection Calls.

Inbound Calls

When a customer calls in, the system routes the call according to the configured call route. A Pay-by-Phone step can be added to a call route so that customers are automatically routed to or prompted to select Pay-by-Phone for payment.

Auto Matching

Pay-by-Phone automatically finds the unit(s) associated with the customer’s phone number. If the customer calls in from a phone number not associated with their account, they are prompted to enter their account phone number.

Pay All or One

If the customer is renting multiple units at the location, they can choose to pay for all units or just one.

Pre-Pay

If the customer is current on their unit(s), they can prepay up to 9 months in advance.

Saved Payment Method

If the customer has a saved payment method on file, they can select it to pay. This reduces the number of steps and time to submit their payment.

Multi-Language Support

Both Pay-by-Phone methods (inbound calls and auto-collection calls) support three languages: English (US), Spanish (MX), and French (CA). Click here for more details on the Pay-by-Phone automated script.

Depending on your software settings, you may not have access to all languages.

Auto Collection Calls

Collection Workflows can be set up to include auto-collection calls, which automatically place an outbound call to the customer and prompt them to make a payment over the phone. Storable CRM’s Virtual Phone Assistant, Marcy, helps with automated collection activities and allows your tenants to pay off delinquent balances. Click here for more information on our recorded messages.

Saved Payment Method

If the customer has a saved payment method on file, they can select it to pay. This reduces the number of steps and time to submit their payment.

Multi-Language Support

Includes support for three languages: English (US), Spanish (MX), and French (CA). The language options presented to customers are determined by the location’s “Non-editable Communication Language” setting.

Basic Auto Collection Calls Workflow

Initial contact:

Payment option:

Speak to the manager option:

Opt out option:

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