Fee and payment collection follow-up, until the last rupee is in
In a small business the sale is not finished when the customer says yes. It is finished when the fee is in. CRM Bundals keeps the fee, what has been received and the balance on the lead, and gives your callers a list of who to ring for money.
Fees that come in parts
A receipt for every payment.
- Enter what you received and how it came: UPI, cash, bank transfer, card or cheque.
- The receipt shows the amount, the balance and who took it. Print it or save it as a PDF.
- A payment cannot be more than the balance.
The receipt is a payment receipt, not a tax invoice. CRM Bundals does no billing.
The balance gets a call.
- The full fee moves the lead to your won stage.
- With the balance rule on, a follow-up for the balance is made some days after a part payment.
- The Payments app lists everyone with a balance still to collect.
Instalments and renewals.
- A won lead becomes a customer by itself.
- Give a customer a due date: an instalment, a renewal, a repeat order.
- A due date can repeat every month, 3 months, 6 months or year. Marking one done makes the next.
Old dues have their own list
For money owed that did not start as a lead here.
Promised, paid, or broken.
- Add outstanding amounts by hand, or import an Excel or CSV file with name, phone and amount.
- After each collection call pick Promised, Paid in full, Part paid, No answer, Call later or Dispute.
- A promise needs a date. When the date passes unpaid, it shows as a broken promise.
An outstanding report from your accounting software works as the import file once it has a phone column. Each party goes to a caller in turn, and the screen shows what is still to collect, what is promised in the next 7 days, how many promises are broken and what was collected this month.
Said plainly
- Keeps fee, received and balance on each lead.
- Prints a receipt for each payment.
- Makes a balance follow-up after a part payment, if you keep that rule on.
- Holds a calling list for money owed, with promises and their dates.
- Shows fees collected for each caller in Reports.
- Pay links are not connected, and there is no payment gateway. Money reaches you your usual way.
- It does not send payment reminders by SMS, email or WhatsApp. A caller rings, or opens a saved message in their own WhatsApp.
- It is not accounting or billing software. No GST invoice, no ledger, no stock.
- It does not charge late fees or work out interest.
The payments and collections lesson shows each button and box in order.
Asked about collections
We are a school or a coaching class. Does this fit fee follow-up?
Yes. The fee quoted, each part payment, the receipt and the balance reminder sit on the student’s lead. Instalments after admission go in the Customers app.
We sell on credit. Can we call for outstanding bills?
Yes. Import the outstanding list into Collections with a bill reference and a due date, and your callers work it with promise dates.
Does the customer get a message with the balance?
Not by itself. A saved WhatsApp message with the name and balance filled in can be opened in the caller’s own WhatsApp, and the caller presses send.
What does it cost?
Prices are coming soon. Unlimited usage, no per user charge, no per client charge, no setup fee. Pricing is on the home page. Accounts open very soon.