BPOs & collection agencies

Run collections for many clients from one workspace

Keep each client's portfolio separate, measure agents fairly and share progress with clients.

Sound familiar?

  • • Client portfolios mixed together
  • • Agent performance hard to compare
  • • Clients asking for updates by email

Client portfolios

Separate accounts, targets and reports per client.

Wallboard & targets

Live view of calls, promises and recoveries per agent.

Quality & audit

Call recordings, reviews and an exportable audit trail.

Ready-made starter set

When you sign up you can load these message templates and pipeline stages in one click, then edit them.

Message templates

  • First contact (sms)
  • Promise confirmation (sms)
  • Account summary (email)

Pipeline stages

  1. Placed by client
  2. First contact
  3. Promise to pay
  4. Paying
  5. Closed — paid
  6. Returned to client

Onboarding is free: set up yourself in minutes, with a 30-day free trial. Want us to move your data? Assisted migration is an optional add-on, free for our first 3 pilot organisations. Pay annually and get 2 months free.