Know who you're collecting from before deciding how to collect
Full individual/business registry, automatic payer classification and a collections CRM with interaction timeline, tasks and payment promises. The right workflow for the right profile.
From registry to action, with context always on hand
Register or import
Individual and business customers with addresses, phone numbers, emails and tags. Via the interface, a spreadsheet or the API.
Let classification do the work
The system classifies every customer as New, Good, Regular or Bad payer based on actual payment behavior.
Log the relationship
Calls, emails, conversations and notes go into the timeline. Payment promises are recorded.
Act at the right moment
Tasks with priority and due dates keep operators organized.
A collections CRM that works alongside the workflow
- Validated ID number (CPF/CNPJ)
- Multiple contacts per customer
- Tags to organize the portfolio
- Weekly base reclassification job
- Immediate reclassification after payment
- Manual reclassification when needed
- Complete relationship history
- Payment promises recorded in the interaction
- Context for the operator before every contact
- Work queue by operator
- Urgent tasks for human review
- Completion recorded with the outcome
- One-click issuance
- Old links can be revoked
- Complete access log
- Immediate and permanent opt-out
- Third-party flag ("that's not me")
- PII masked in the portal
Customer detail: interaction timeline, linked charges and portal link issuance.
Configurable payer classifications: New, Good, Regular and Bad, recalculated automatically.
Real use cases
Workflow by payer profile
Good payers get a friendly reminder close to the due date; bad payers enter a shorter workflow, escalating to a call task.
Payment promise
The customer promised to pay on the 15th during a call. The promise is logged in the timeline and guides the operator's next action.
Portfolio segmented by tags
Tags like "annual-plan" or "key-account" separate who gets an agreement offer from who goes straight to human contact.
Frequently asked questions
Your portfolio organized by actual behavior
See automatic classification and the collections CRM working with sample data.