Kolleno Solutions
Kolleno Payments
Too many things to do? Tasks, Emails, Disputes, Calls?
Not the inbox you expected, but the one you need. Combine all your tasks, emails, disputes, calls in one place.
reGAIN CONTROL OF YOUR DAY
Unstructured days lacking direction and priorities?
Kolleno provides a clear to-do list for your daily operations, so you can easily focus on execution. Ease of tasks escalation or reassignment to your colleagues.
Personalized emails at scale
Tired of drafting the same emails repeatedly?
Autocomplete emails with most up-to date clients information. Stopping you from making silly mistakes such as including wrong invoice number and balance.
BE ON TOP OF CLIENTs promises
Difficult to remember when customers promised to pay?
Kolleno keeps you informed by assigning follow-up tasks if customers miss their promised payment dates.
Empower your finance team to operate as a single, coordinated unit
Wondering how to plan your day to manage customer inquiries?
Receive a to-do list of items you need to action on, based on your customer inquiries received by email, phone, or SMS.
Concerned about missing tasks or important follow-up dates?
Create system-generated reminders driven by your preset triggers and built with automated workflows.
Uncertain about the best way to follow up with clients for payment?
Kolleno AI Copilot recommends optimal actions for each client at specific times, enhancing your ability to handle communications effectively.
Need to delegate tasks to your team members?
Once a client portfolio is set up, assigning it to a specific user helps delegate tasks and can limit access to the relevant group of clients.
Need to track notes and ensure your colleagues are up-to-date?
Take notes regarding each task, client or any situation. Notes are logged on company level, so your team is always up to date.
Forgetting when customers promised to pay?
Track when customers promise to pay by utilizing notifications to follow up, helping you maintain better control over payments.
Can you pause alerts?
Yes, you can temporarily pause alerts when necessary.
Is there a maximum number of collaborators that can access Kolleno?
No, there is no maximum. However, there are different types of access you can grant including admin, member, and viewer. Admins have access to the full platform including settings and user permissions, members have access to the full platform except settings and user permissions, whilst viewers can only view the platform with no permission to change or action any feature in the platform.
Is there a maximum number of notes you can create?
No, there is no maximum to how many notes you can create.
Is there a maximum number of tasks you can create?
No, there is no maximum to how many tasks you can create.
Once created, can you adjust who the tasks are designated to?
Yes, once created you can adjust who the task is designated to, or alternatively add collaborators.
