Main benefits of Smart Workflows
Greater customisation – you can create your perfect sequence of phone calls, SMS messages and email reminders all in one workflow. (Unlike Regular Workflows which only include email reminders and the option to move to Calls once all reminders are sent.)
Escalation of tone and content as accounts become more overdue.
Less confusion and inbox clutter for your customers because reminders are sent for their entire account (due and overdue) instead of per invoice.
Key differences between Smart Workflows and Regular Workflows
Reminders look more like a statement of account - reminders sent by a Smart Workflow include a summary of all invoices (due and overdue) – so you'll never need to send another monthly account statement!
Reminders are triggered according to the age of the oldest invoice in each customer's account.
Replies logged in Debtor history. Keeping all correspondence in once place.