Work your receivables like a pipeline, not a spreadsheet you chase
Collection CRM turns the outstanding list into worked follow-ups — ageing buckets, promise-to-pay, risk scoring, tasks, WhatsApp reminders and a field-collection workflow — all reading the same party ledgers the rest of Garxly keeps.
What it runs
Outstanding dashboard
Total receivable, overdue, collected this month and the accounts that need a call today — on one screen, refreshed from live transactions.
Ageing analysis
Every balance split into ageing buckets, by party and by salesman, so the oldest money surfaces first.
Promise to pay
Record what a customer committed to and when; the promise is tracked to kept, broken or partly met.
Leads & tasks
A collection pipeline with stages, owner assignment and a full activity log, plus dated follow-up tasks that do not fall through.
Customer risk scoring
Each party scored on payment behaviour and exposure, recalculated as new transactions land, so effort goes where the risk is.
WhatsApp reminders
Reusable message templates and one-tap or bulk sends for payment reminders, receipts and follow-ups.
Field collection, tracked end to end
Assign & route
Give a collector a set of accounts and a daily route; the manager sees what is planned against what was covered.
GPS check-in / check-out
Each visit is stamped with location and time, with a photo, a voice note and the amount collected logged on the spot.
Location approval
A collector can propose a party's real address from the field; a manager reviews and approves it into the master.
Settlement & performance
Cash collected in the field is reconciled to what was deposited, with a per-collector performance view.
It reads the ledger you already keep
No parallel data entry
Balances, invoices and payments come straight from Sales and Banking — collection work never means re-typing a figure.
Cash-flow forecast
Expected inflows are projected from due dates and live promises-to-pay, so the week ahead is not a guess.
Escalations & credit hold
Raise an account for review, and a pre-transaction credit check can warn the counter before the next sale goes out.