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Payment reminders

Case for Automation

In a fast-moving business environment, every minute lost can cost you money.
Hence, a basic operation such as issuing payment reminders can have a huge
impact on your profit and loss, particularly for large companies with a high
volume of transactions and accounts. Having your team members send payment
reminders manually can cost up to 2 hours of their productive time weekly.

Bot Activities

  • Exports relevant customer details from accounting and sales systems
  • Places customers’ email details in separate email bodies [ED25]
  • Sends customized reminders to each customer
  • Sends notifications by email or messenger to the responsible manager when
    a reply is received
  • Sends notifications by email or messenger when an email is read
  • Creates consolidated reports on the reminders sent with relevant tags on
    status and payment