Your fast debt recovery solutions

The powerful CRM with updates features to boost collection!

All types of lenders rely heavily on the collection. Each lending institution establishes its own collection rules and infrastructure. As a result of this ecosystem, every kind of defaulted customer can be properly classified. Different strategies for recouping the money are employed for different types of payment defaulters. This process relies on a number of interdependent systems working in together. This collection ecosystem consists of both office-based and field-based teams.

Companies in this position could benefit from a customer relationship management system for debt collection that:

Integrates with their loan management system (LMS) to retrieve data,
A platform that classifies the data (based on the rules set up by the organizations),
A platform that is integrated with telephony to facilitate easier calls,
A system that can talk to their payment database whenever a customer makes a payment.

They also require a system that communicates with teams out in the field. All of this necessitates a strong platform that makes the difficult world of collection a little easier to crack (though it is never easy).
CREYSTO CRM for debt recovery includes all of these features and more. As you go through the features, you’ll see why it’s ideal for NBFCs and other lending platforms today.

CREYSTO's CRM makes debt collection easy.

CREYSTO automates communication and boosts collections.

Distribute borrowers to regions, teams and agents

CREYSTO automatically assigns borrowers to regions, teams, and agents. Several factors highlight the significance of this. To begin with, it guarantees that all borrowers are paired with the most competent agent. Secondly, it makes sure each borrower is placed in the optimal region to qualify for the best mortgage rates and terms. Lastly, it guarantees that everyone on the team has sufficient work to do by fairly dividing the borrowers among them.

Categorise borrowers & define collection strategies

CREYSTO understands that each borrower category has a different risk profile and repayment capacity. One-size-fits-all collections won’t work for all borrowers. You can put borrowers into one of three groups based on their ability to pay back the loan and how risky they are. Borrowers in Bucket 1 are most likely to repay on time and pose little credit risk. Those borrowers who fall into “Bucket 3” are the highest credit risk because of their high probability of loan default. Moreover, we have established distinct procedures for collecting from each type of borrower.

Plan the collection agents’ day completely

CREYSTO is aware that a well-organized day leads to more productive agents and, in turn, higher revenue collection. Seniors can plan everything about the schedules of the collection agents because they know that agents work best when their days are organized. As a result, there is no guesswork or time wasted because they know what to do and when to do it. CREYSTO collection CRM for debt recovery ensures that agents stay on task and make the most of their time by planning their days. That will result in increased revenue for your company.

Automate communication to debtors based on their actions

CREYSTO allows you to set up automated reminder emails, text messages, and even WhatsApp messages. Keeping creditors informed of their payment status is a key function. It’s now easier than ever for your staff to monitor debtor payments. CREYSTO allows you to keep track of your debts from the time they are identified and entered into the collections queue until they are resolved (or written off).

Ensure your teams are well-connected for smooth operations

Debt collection via CREYSTO with a streamlined interface and a clear channel of communication,this CRM guarantees that your teams are always in sync. Team members are able to effectively coordinate their efforts by exchanging information and working together. There is no way for another agent to see who is working on a particular case once it has been assigned. It will prevent unnecessary follow-up calls to the same customer.

Manage end-to-end field collections lifecycle

Managing time-consuming administrative tasks has never been easier than with Cresyto’s brand-new, mobile-friendly platform. It’s simple for your field agent to send in receipts and other paperwork. Additionally, thanks to automation and immediate notifications, you’ll be fully informed about every debt, allowing you to concentrate on collecting the money you’re owed.

Features of CREYSTO Sales CRM

With CRESYSTO Collection CRM, you can quickly, easily, and courteously collect payments.

Data Management

Upload Excel or CSV files and update the records through customized rules which will ensure that your data is always clean
The data can be segregated based on predefined rules which govern each segment/bucket (Bucket 1, Bucket 2, Bucket 3, etc.)
You also have an error page where you can see the records that didn’t, unfortunately, conform to the upload rules
Once the data is uploaded, you can choose from various options to allocate the records to your team which can be manual or automated to avoid human errors and save time
While allocating, you can have multiple permutations & combinations to ensure effective utilization of data
You can change the allocation logic from time to time and along the way

API Integrations

Integrate with the LMS to push the customer information to and from the CRM
This helps in following up with customers daily/weekly/ monthly collection information with regards to the due date and other information updates
Payment API to push any payment information when the payment is made in real-time

Manage Records

The contact page is a custom design to help the Collections team to have various segregated views to see the records in a specific manner –
Filters based on Buckets, Status, Disposition, Assignment, processed and unprocessed Status of overall records further segregated by unprocessed, processed, overdue and PTPs
Each record then has all the customer details that exists in the file
Alignment of fields –using the experience of our UI designer and working in conjunction with the customer, the fields are placed and spaced conforming to the design standards and ease of use
Records are integrated with email, SMS, and cloud telephony. There is a security tab to track the users who have accessed the record and the changes that they have made
The records can be collaborated with field agents who can access via mobile

Account Management

Create various teams like the user, admin, senior admin, etc..under the multiple departments according to the organization structure and can have multiple levels of role-based access
There can be further segregation of users based on in-house and external agencies tie-ups to further control access
All the interactions of each customer are recorded
You can change your dashboards, add new items and remove with ease
Create your customised reports with various parameters you would like to track and choose the visualization graph that best describes the information

Communication Suite

Telephony Integration – Call or schedule the call to the customer with ease from the application itself
Email Integration – send emails to your co-workers, vendors, partners, and customers with a various template created to avoid human errors
SMS & WhatsApp Integration – Whether you need standard SMS responses, payment links, or any other important promotion information regarding your products; do it all with a click of a button

Performance & Analytics

Create your own customized reports. There are some custom reports that are exhibited, they can be further customized based on your need.
Track what is important to you and the management through customized data visualization on your dashboard
You have the ability to change your dashboards, add new items and remove the ones that are not so important to you with ease
Option to download various parameters from every single page in the application

Security

Dual factor authentication has been introduced, wherein the user has to login using their official email ID and their registered mobile number through randomly generated OTP
Data encryption is done for sensitive data like customer phone, email
SSL certificate to ensure no breach in the data traffic over the internet

Our Clients

Continuous Improvement

One of the things in the evolution story from the time we went LIVE with our first customer a couple of years ago was the endeavour for constant upgrade, never be happy with what has been delivered (even though it checks all the requirements of the customer); always work towards a better UI and UX. Once you start the engagement, you will never ever truly get rid of us. We will always be around. You can reach us whenever you need something or have a suggestion to make things better. We are all ears. We will also monitor your team to see what they do and how we can make their life better.

Create a long term, sustainable, cost effective solution to drive your business to higher sales and better productivity. Use CREYSTO today, ask for a demo NOW

Benefits of CREYSTO Debt Collection CRM

Supports complex team structures with role based access making it simpler for teams within and outside the organisations to have defined access
Integrations with the customer systems makes it easier to have all the data in one place
Send templated and specific updates to customers via email, sms or whatsapp to customer based on the status
Live updates when payments are made
Reminders and automations which makes the life of the callers easier
Reports and Dashboard to call out various kinds of performance metrics to give you a firm control of the situation

	Starter	Pro	Ultimate
Lead Tracking Record, monitor, and analyze all interactions and data points associated with potential customers within Creysto
Lead Qualification Simplify lead qualification with scoring, automation, and segmentation for prioritizing high-potential leads.
Custom Fields In Creysto, you can add new fields as per your requirements. Customize the information you want to see inside CRM with custom modules, fields, and buttons.
Duplicate Blocking Prevent the duplicate leads or contact through web form from being created only based on the email address information, by turning on the email duplication check.
Manual Lead Assignment Assign leads to users individually, in bulk or auto-assign them using territories. By default, the user adding a lead is made the owner but you can always reassign the lead to a different user. You can view the Unassigned leads from the leads list view page and assign them to users too.
Role based access Role-based access control allows organizations to assign one or more roles to each user or assign permissions individually.
Level access A user is granted these privileges directly when the security role is assigned. Different levels have different access.
Spreadsheet Integration Connect Google Sheets and Creysto and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements.
BFSI Document verification API Integration Verification API Portal offers a comprehensive gateway that helps you seamlessly integrate a wide array of global risk & compliance APIs and tools.
Inbound and Outbound Calling and Auto dialer A sales dialer is an outbound calling system that allows you to add inbound calling functionality. So you can reach out to customers and prospects directly as well as receive inbound calls from leads.
Predefined reports Creysto CRM provides more than 15+ different standard reports for the users’ benefit. You can use the standard reports or customize them as per your business requirements.
Predefined dashboards It gives quick insights into records for easy analysis. We support bar chart, horizontal chart, line chart, stacked chart, pie chart, donut chart, table chart, funnel chart, and area chart
Custom report (Limited) You can create a customized report that shows only the information that you want. These reports are designed to give you all the information you need to measure your current sales performance—and to forecast performance for the future.
Basic dashboard components A CRM dashboard is a centralized hub for your sales data and information. It presents sales activities, KPIs, and other essential CRM metrics in a visually appealing, dynamic, and interactive manner.
Sales Tracking Automatically assign leads to your field agents based on the pin codes that they oversee. Send them instant notifications or assign tasks to them to follow up with field sales crm.
Tasks and Follow-ups Keeping in touch with clients has never been easier. Set time-sensitive tasks and follow-up reminders next to any contact in your CRM and sort them by urgency.
Conversation Tracking With marketing automation, it’s easy to deliver tailored, targeted messages to your prospects at just the right moment, based on their behavior. Contact form completions, email sign-ups, and phone calls can be just as valuable for your business.
Sales Reporting Sales reporting is a valuable feature that gives you a complete overview of all the sales data your software has collected and tracked.
Sales Communication Sales communication encompasses the diverse methods through which sales representatives engage with customers and prospects within the platform. This encompasses activities such as email correspondence, phone calls, text messaging, and appointment scheduling.
Sales Notifications A type of alert or notification that is triggered when a specific sales-related event occurs, such as a new lead being generated, a deal being closed, or a sales target being met.
Role-based access Role-based access control allows organizations to assign one or more roles to each user or assign permissions individually.
Territory Management Categorize customers based on relevant criteria and assign the right sales reps to reach out to them. Exceed quotas with region-wide sales insights.
Sales Performance Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information, get detailed reports and analytics, compare using A/B Testing.
Reports Account Management View all your information from a single location, including the latest customer activity, associated contacts, pending deals, ongoing projects, and more. A complete view of your account makes collaboration easy, regardless of how the business changes.
Check-in/Check-out View and recieve alert when the lead is checking in for the day and checking out. This makes it easy to track its in and out time.
Geo-tracking Set up sales territories and accordingly assign leads to your field reps. Geo-fence their tasks to reduce fake location check-ins and falsified meeting logs with field force tracking app
API Framework Creysto CRM API integration lets you connect any software, system, or app in your technology stack. Customize your experience for more efficiency.
Attendance Tracking Generate insightful reports, regularize attendance, and empower your on-site and remote employees to check in from anywhere with our cloud-based attendance management system.
Leave Management A leave management system is a comprehensive HRMS tool that enables organizations to track their employee leave requests online.
Field force tracking With Creysto field force tracking crm get real-time updates of your agents’ location. Look at the sales route they have navigated, the miles traveled, and the tasks they have completed en route.
Reimbursement Reimbursement Tracking helps organizations get through all reimbursement-related challenges successfully, it accurately tracks and records the complete reimbursement details of all the employees.
Email Integration Send and receive emails from the email client of your choice, including Gmail, Yahoo, Outlook, and , so that you never miss a message.
Calendar Tool Access all your calendars from one system. Prioritize meetings with multiple reminders and convert them into recurring events by checking a box.
E-Mail Campaign Automate personalized campaigns with email marketing tool. Measure campaign performance and achieve tremendous results in your email marketing, all inside Creysto.
Lead form Integration From landing pages to contact forms, capture customer information in Creysto with one step. We offer both customizable and pre-built web forms that turn your digital marketing campaigns into lead generation machine.
Drag-and-drop Builder You can create, add, and customize your Email by simply dragging and dropping text, images, audio, and video.
Responsive Templates Create layouts for different processes, control what data enters your CRM, and close more sales in less time.
Email Personalization With personalization tokens, you can show personalized content to your contacts based on their property values in your CRM. Personalization can increase engagement with your email campaigns.
Rule engine automation Rule engine automates complex processes, taking workflows that were manual and turning them into efficient, responsive systems. Setting rules puts goals into action within a business’s applications, turning them into decisions and outcomes.
Communication logs The communication logs contain information on the date, direction, communication format, errors etc. for each communication session.
One-on-one Emails One-to-one email marketing is a more personalized form of email marketing where you can mail individual leads that target individual recipients with tailored messages.
Communication Automation Creysto allows you to connect with your customers through multiple channels, all while centralizing information that helps your sales team to have meaningful conversations with your prospects.
Sales Automation Creysto automates lead generation from multiple sources, like websites, chats, social media, and trade shows. With lead scoring, distribute leads to the right representative.
Escalations The Case Escalation feature allows you to configure a rule by which the case can be escalated to other members in the operational hierarchy.
ERP Integration ERP and CRM systems are connected, typically by APIs. This allows you to keep the two systems in sync, as well as build automation that work across them and other applications.
Ticket Management A CRM ticket management system ensures transparency between teams and always notifies the right person to help with a prospect or customer request.
E-Commerce Integration E-Commerce integration eliminates the need for employees to perform redundant tasks such as data entry, simplifies time-consuming analysis, and automates many processes for greater efficiency and less human error.
Auto dialer software Creysto comes with an autodialer for fast calling and reminders so your callers never miss follow-ups.
WhatsApp Integration E-Commerce integration eliminates the need for employees to perform redundant tasks such as data entry, simplifies time-consuming analysis, and automates many processes for greater efficiency and less human error.
IVR Template You can customize your outbound IVR scripts based on the customer’s purchase history, billing schedule, past ticketing activity, and more.
IVR Integration You can log, record and monitor calls for quality assurance and compliance. Your agents can get information about callers, their history and cases in a flash, and resolve their issues faster.
Failover and Failback for API integration Failover and failback are business continuity tools that help sustain normal virtual operations even when your primary production site is disabled.
Multiple User Interface A CRM user who is a super admin or admin can be part of multiple accounts either by creating multiple org accounts or through invitations from other orgs.
E-Commerce Integration E-Commerce integration eliminates the need for employees to perform redundant tasks such as data entry, simplifies time-consuming analysis, and automates many processes for greater efficiency and less human error.
Whatsapp Campaign E-Commerce integration eliminates the need for employees to perform redundant tasks such as data entry, simplifies time-consuming analysis, and automates many processes for greater efficiency and less human error.
Webhook Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text. Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Payment Integration With payment integration, you can automatically process payments, eliminating manual entry and reducing the risk of errors.
Breaks information Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Text Messages Reach out to your customers through vital transactional SMS instantly—right from inside Creysto.
Phone Call Tracking Calling right from Creysto helps your reps maintain a flowing pipeline of leads. With the web-to-mobile calling feature, you can transfer any number from your contacts list to your mobile phone and call them directly from Creysto
Notification SMS Notification is extremely helpful in reminding appointments, meetings, or important follow-ups.
Phone call recording Access recordings associated with a deal, organization or contact person to double-check conversation details and study recordings to improve your sales.
Telephony Integration It enables users to make, receive, and track calls directly within their CRM platform, streamlining communication and enhancing customer interactions.