1. COLLECTION CRM
TRACK AND MANAGE THE COLLECTION PROCESS-KAPTURE
With multiple-payment interfaces and multi-segmented payment structures, it could be
difficult to keep track of all your payment sources. This collection CRM automates the book-
keeping process for each customer, delivering a precise account of completed and pending
payments. Kapture makes collection management simple and straight forward to fasten
payment cycles.
Send invoices
Through KAPTURE, you can directly view the pending payments and send payment invoices
to your customers.The CRM system can also be customized to send automated invoices to
each individual on a periodic basis. With the inbuilt template library, you can assign a custom
invoice template to each customer.
Automated Due and Default Notes
In-case of missing or partial payments, the CRM automates the sending of demand notes to
your default customer. You can choose to create custom demand notes for a particular
circumstance or send individual messages to each client. The CRM system also includes a
system for escalating the response for un-acquired payments in a systematic way.
2. CREATE AN EASIER WAY TO GET PAID
The CRM installment combination introduces a special yet viable method for working
together with your customers to finish installments. A continuous explanation behind pending
or un-procured accumulations is restrictions or complexities in finishing the exchange. The
CRM joining evacuates any potential obstacle in the way of getting paid for your endeavors.
Integrate Different Payment Gateways
KAPTURE integrates different payment gateways for each client account. It allows your
customers to complete the transaction at his preferred way. Meanwhile, you can directly view
finished transactions on the CRM dashboard, allowing you to invest more time on features
that improve the customer-experience.
Intimate Customers about Pending Payments
The collections CRM sends automated messages for managing due or pending payments of
each client in your customer database. The process automates data collection and payment
collection by integrating and updating the payment status for different clients in an
information database.
Apply Credit Limits for Customers
The CRM allows you to set a definite credit limit for each customer. The feature grants time
to your valuable clients for completing the payments, while they continue using the product
or receiving the service. The pre-assigned credit limit applies as the pending payments hits a
certain limit, diverting large losses over unmade payments.
Online payment option with multiple payment modes
From cheque payments to credit or debit card ones, KAPTURE CRM integrates with third
party online payment gateways allowing your customers to make their payments however
3. they wish to, provided they want to. This fastens closure of sales and reduces the need for too
many follow-ups. Once a payment is cleared online, all relevant databases will be updated on
a real-time basis, ensuring a complete data-sync.
COLLECTIONS CRM CREATE AND MANAGE
CUSTOMER PAYMENT PROFILES
For an enterprise, managing multiple client accounts with recurring payments could be
complex and tedious. While considering the complexities and due-differences in the payment
cycles of different Industries, acquiring the optimal account management system could be
challenging. The CRM automates multiple account management by delivering a precise
processing cycle using tools for calculating variable account payments.
Manage Customer transaction Profiles
The CRM helps you maintain individual customer transaction profiles. You can readily view
the previous transactions, purchase history and payment defaults. The accurate profile
management helps you nurture your client relationships, while acquiring your payments on-
time.
Automated Variable Billing for Each Account
When you are handling client accounts under a variable pricing system, billing each
individual account could be challenging and time-consuming. The inbuilt CRM rate
contracting software can apply the varying rate cards and price charts, duly arriving at a
contract price for each customer. The collections CRM application enables you to instantly
calculate and present the best pricing point for each customer package.
Instant payment Updates
The CRM integrates multiple payment gateways and sources to be updated in a single CRM
dashboard. The CRM gives you automated updates about fresh client payments and
purchases, enabling you to acknowledge completed transactions at its earliest. It also enables
you to accelerate your business processes, improving the speed and accuracy of your
customer service..
4. PRECISE AND UP-TO-DATE PAYMENT REPORTS
AND ANALYTICS
The CRM monetary collection process gives you a unified interface for viewing and
managing your transactions. The Cloud integration updates all the client transaction
automatically to a cloud data-base, and helps you manage the payment updates for your client
accounts with ease. The precise and up-to-date account management could be used to
generate diverse payment reports and analytics.
Read why precise analytics is important when it comes to handling payment processes.
Generate Comprehensive Reports
The CRM cloud stores and retrieves every invoice generated and transaction completed in its
database. This data can be instantly used to generate comprehensive reports for a given time
period. The accurate report generation allows you to predict revenue over an upcoming time
period or come-up with deep product insights.
Reviewing Current Monetary Flow Status
5. The CRM automatically updates pending and received payments on its interface. It enables
you to be always informed about received and upcoming payments, giving you an idea about
the current monetary status of your businesses. By reviewing the current financial position,
you can work on developing an optimal business and marketing strategy.
For more details contct us at-
http://www.kapturecrm.com
