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Collection

Overview

Smooth cash flow is critical for the survival and growth of any company. Collecting money from customers is complicated process and is vulnerable to fraud. EFFORT enables field agents to check the amount to be collected from each customer, their payment history, collect money via cash, cheque, debit/credit cards, and issue them receipts, whether the field agent’s mobile is connected to internet or not.

Collection
Collection
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Process
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Pending receivables are assigned to collection agent.

Pending receivables are assigned to collection agent.
Mobile app automatically downloads all the collection jobs that are assigned to the agent for offline usage.

Mobile app automatically downloads all the collection jobs that are assigned to the agent for offline usage.

Agent visits customer and collects money through the payment method the customer prefers (Cash, Cheques, Debit/Credit Cards, etc.).

Agent visits customer and collects money through the payment method the customer prefers (Cash, Cheques, Debit/Credit Cards, etc.).
Deposits the money in the bank and reports it back.

Deposits the money in the bank and reports it back.

Mobile app automatically synchronizes the information about the collections and deposits made, which the managers can use to plan their business.

Mobile app automatically synchronizes the information about the collections and deposits made, which the managers can use to plan their business.
Field employee downloads the app Android, Apple, Windows

Pending receivables are assigned to collection agent.

App automatically gets all the information required for offline use.

Mobile app automatically downloads all the collection jobs that are assigned to the agent for offline usage.

Employee performs activities based on the information available on his device.

Agent visits customer and collects money through the payment method the customer prefers (Cash, Cheques, Debit/Credit Cards, etc.).

App geo tags and time stamps the information captured from the field employee.

Deposits the money in the bank and reports it back.

App automatically uploads all the information back to the cloud whenever the network is available.

App automatically uploads all the information back to the cloud whenever the network is available.

App geo tags and time stamps the information captured from the field employee.

Mobile app automatically synchronizes the information about the collections and deposits made, which the managers can use to plan their business.

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Increase in Collections

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Increase in productivity

Benefits

Better Planning of Field Visits based on Receivables

Faster Visibility of Collection Activities

Increased Recovery

Anywhere any time issues complete collections

Features

Configure multiple collection processes

Receivables based routing

Issuing of Receipts in offline mode will all contracts available offline

Visibility of Field employee collections in Near real-time

Built-in integration with several mainstream Bluetooth printers

Built-in integration with several mainstream payment processing devices

Enhanced Security options to completely secure information when in offline

Integration with Home grown or standard collection products

Features