- C6
- C · Core Suite
- Read-only ERP bridge
Dealer Management & Collection Reminder
Automates collection reminders and lifts collection pressure off the sales team.
a collections clerk who never forgets a due date and never feels awkward chasing one.
The problem it solves
Collection sits with the sales rep, who has to ask for money from the same person they want to sell to next week. So the call gets postponed, and the receivable ages.
How it works
- The agent reads current balances, credit limits and maturity dates from your ERP.
- Before a due date, it sends a courteous reminder on the channel that customer uses.
- The message carries a payment link, so settling takes one tap rather than a phone call.
- Every contact and response is logged, so the rep walks into the next meeting knowing exactly where things stand.
What it does
- Tracks aging balances and credit limits from ERP.
- Omnichannel reminder sequences for due checks/notes.
- Embeds instant payment gateways in messages.
What it needs from you
- Read access to ERP current accounts, maturities and credit limits.
- A payment provider if you want in-message settlement.
I / O
- ERP statements & maturities
- Autonomous reminders, CRM finance logs
Works well with
The flagship agents: lead generation, campaigns, pricing and export operations. These are where most companies start, because the return shows up in the order book rather than in a report.