Collections Management
Crestwood Associates - Collections Management

Crestwood Associates Natively built with Acumatica

Increase your cash flow and reduce collection times by automating your collection activities with this powerful Collections Management add-on for Acumatica. Natively built, this tool helps you to easily create collection activities and manage overdue invoices.  Track phone calls, email, notes, and tasks, and then associate those with your open receivables and follow-up activities.  View and manage your collection activities in one screen in Acumatica.

Additionally, create multiple collection plans.  Design your own email templates using the native email functionality and based on customer plan steps.  Associate these plans to specific customers and different employees.  You can also define email receipts for templates and branches.  The best, time-saving feature is you can set the collection plans to automatically close activities tied to paid invoices!

This add-on pays for itself quickly.  You too can free up time so your team can focus more on unpaid documents and reduce your days-to-pay number.  With all the easy and comprehensive built-in views, you can analyze customers, open vs. closed activities, days past due, slow paying customers and more.

Key features

  • Natively built within Acumatica for seamless integration with all collections details
  • Quickly create and track collection activities including phone calls, emails, notes, and tasks. Associate those activities with open receivable documents
  • Create multiple collection plans, and based on your customer payment history, tie a specific automated collection plan to each customer
  • Mass create tasks, calls, notes and emails with overdue invoices attached
  • View all customer documents, open and closed activities and schedule future activities for a specific customer (or Parent Customer) in the same screen
  • Design your own email templates using the native Acumatica email functionality and based on customer plan steps
  • Automatically close activities associated to paid invoices, freeing up time to focus on unpaid documents
  • Associate specific customers to collections plans and employees to specific customers
  • Define different email recipients for different email templates and branches
  • Reduce your days-to-pay number with built-in tools for analysis on activities, days past due, and slow paying customers

Benefits for Your Business

Industry Served

  • Cross industries

About Crestwood Associates

Founded in 1998, Crestwood Associates, a Acumatica Gold Certified Partner and 2-time Acumatica Partner of the Year winner (2016 & 2017), brings you simple, yet powerful, add-on products for Acumatica. As the leading Acumatica partner, we developed add-ons to fill the gaps our clients required. Now we are sharing them with you and your clients.

Standing behind our Acumatica add-ons is a team of highly qualified professionals. The Crestwood team has collected an extensive array of Acumatica certifications, as well as complementary industry credentials. For more information, visit www.crestwood.com.

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