Frequently Asked Questions
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1. What is CollectSmart?
CollectSmart is an AI-powered SaaS platform designed to automate credit control, manage customer receivables, and streamline the entire collection process.
2. How does the platform help improve collections?
It automates follow-up reminders, organizes customer priorities, sends alerts on overdue accounts, and suggests the best actions based on payment behavior.
3. Does CollectSmart integrate with my ERP or accounting system?
Yes, the platform offers API-based integration with most ERP and accounting systems to sync invoices, payments, and customer data.
4. Is my data secure with CollectSmart?
Absolutely. We use enterprise-level encryption, secure cloud infrastructure, and GDPR-aligned data protection standards.
5. Can I add multiple team members?
Yes, depending on your plan, you can add unlimited users with custom roles and permissions.
6. Can I customize automated reminders?
Yes, you can fully customize reminder sequences based on due dates, aging buckets, and customer segments.
7. Does the system support multilingual communication?
Yes, CollectSmart supports multiple languages for reminders and customer communication.
8. Can I track customer credit limits and credit risk?
Yes, the system provides AI-based credit scoring, credit limit recommendations, and real-time risk alerts.
9. How fast is the data updated?
All information is updated instantly in real time.
10. How do automated workflows work?
Workflows allow you to set triggers like invoice due dates or aging buckets, and the system automatically executes actions like reminders, notifications, or escalation steps.
11. Does the platform help reduce disputes?
Yes. CollectSmart provides accurate invoice information, payment timelines, and communication history to minimize customer disputes.
12. Can I see customer payment history?
Yes, each customer has a detailed timeline showing invoices, payments, communication, promises-to-pay, and collection notes.
13. Does the system support installment plans or payment promises?
Yes, you can record promises-to-pay, create follow-up tasks, and track installment agreements.
14. Do you provide onboarding and training?
Yes, we offer onboarding support, system walkthroughs, and training for your team.
15. Can I export reports?
Yes, you can export aging reports, customer summaries, and performance dashboards in Excel or PDF.
16. What makes CollectSmart different from other systems?
CollectSmart combines AI-powered credit scoring, smart collection scenarios, customizable automation, and real-time analytics — all in one platform designed specifically for credit and collection teams.