The 5 Best Debt Collection Software Compatible with Salesforce

When your business runs on Salesforce, you expect seamless integrations across the board. However, managing accounts receivable (AR) and chasing overdue invoices becomes exponentially easier when your debt collection software is fully compatible with Salesforce.

But not all debt collection solutions play well with the Salesforce ecosystem.

In this article, we will explore the 5 best debt collection software tools that are Salesforce-compatible, helping finance and AR leaders choose the right fit for their collections strategy. Whether you’re aiming to improve DSO (Days Sales Outstanding), streamline workflows, or enhance customer experience, these tools deliver.

Let’s start with our top pick.

Comparison Table: Best Debt Collection Software for Salesforce

1. Kolleno – The Best All-in-One Collections Platform for Salesforce Users

Best for: Enterprise AR teams looking for an integrated, intelligent platform to automate collections, reduce DSO, and improve customer relationships.

Why Kolleno Tops the List

Kolleno is a leading accounts receivable and collections management platform that offers native Salesforce integration, making it a top choice for enterprise finance teams.

But it’s not just compatibility that makes Kolleno shine. It’s how deeply it transforms your collections operations.

Key Features:

• Bi-directional Salesforce integration: Syncs customer records, payment history, and AR data in real-time.
• AI-driven workflows: Automates dunning, prioritizes high-risk accounts, and personalizes outreach across channels.
• Omnichannel collections: Email, SMS, phone, and letter outreach — all tracked and optimized.
• Real-time dashboards: Gain visibility into collector performance, aging reports, and cash flow forecasts.
• Dispute & promise-to-pay management: Resolve issues faster and reduce time to cash.
• Global compliance: Supports multilingual, multi-currency collections for global teams.

Why It Works So Well with Salesforce

Kolleno was designed for integration. It pulls and pushes data to/from Salesforce without data silos, making it easy for sales, finance, and customer success teams to stay aligned. You can trigger automated workflows based on Salesforce fields, ensuring timely follow-up with full context.

Impact:
Customers report a 30–50% reduction in DSO, improved collector efficiency, and better customer retention rates.

Pricing: Custom enterprise pricing. Book a Kolleno demo to explore options.

2. Katabat (Now Part of Bridgeforce)

Best for: Financial institutions and large enterprises with complex customer portfolios and in-house collection teams.

Katabat, now part of Bridgeforce, provides a customer-centric debt collection platform that integrates with Salesforce and other CRMs. Its strength lies in orchestrating end-to-end customer journeys through omnichannel engagement.

Key Features:

• Automated outreach across channels (email, phone, text, web)
• Payment portals and self-service options
• Strategy orchestration to personalize collections workflows
• Integration APIs for Salesforce and ERP systems

Why It’s a Strong Salesforce Partner

Katabat connects to Salesforce via APIs, allowing teams to sync contact records and track outreach history within the CRM environment. This ensures that both sales and finance teams can stay informed about collection status.

Downside: The platform has a steeper learning curve and is more focused on financial services than general B2B AR teams.

Pricing: Custom enterprise packages only.

3. Tesorio

Best for: SaaS companies and subscription businesses seeking cash flow predictability through AR automation.

Tesorio positions itself as a cash flow performance platform with a strong emphasis on AR automation and collections. For companies already using Salesforce, Tesorio integrates seamlessly to create a full-picture view of customer accounts and outstanding invoices.

Key Features:

• Predictive collections workflows
• Automated reminders and follow-ups
• Integration with Salesforce, NetSuite, and other ERPs
• Real-time cash flow forecasting
• Collaboration tools for AR and sales teams

Integration with Salesforce

Tesorio’s Salesforce connector ensures account records, opportunity stages, and payment behaviors are synchronized. Sales reps can be looped into the collections process directly from their CRM dashboard.

Pricing: Subscription-based. Enterprise quotes available on request.

Standout: Tesorio is particularly well-suited for CFOs focused on forecasting and scenario modeling.

4. Gaviti

Best for: B2B mid-market and enterprise companies focused on accelerating collections with smart automation and clear team accountability.

Gaviti is a dedicated collections enablement platform built to automate AR follow-ups, improve team performance, and reduce DSO. With a growing customer base across tech, manufacturing, and service industries, Gaviti has positioned itself as a user-friendly alternative to legacy AR tools.

Key Features:

• Automated, personalized dunning workflows
• Real-time AR analytics and performance dashboards
• Collector task management and prioritization
• Salesforce, NetSuite, and QuickBooks integrations
• Dispute resolution tracking and escalation workflows

Salesforce Integration

Gaviti integrates with Salesforce via APIs, allowing real-time sync of contact, invoice, and payment data. It enables finance teams to collaborate more effectively with sales by keeping AR context visible inside Salesforce.

Sales teams can view outstanding balances and follow-up statuses without logging into a separate platform, improving cross-team visibility and communication.

Pricing: Tiered based on number of users and features. Demo required for enterprise pricing.

Standout Feature: Gaviti’s smart task engine assigns collectors daily to-dos based on urgency and likelihood of success, boosting productivity.

5. Upflow

Best for: Mid-sized companies scaling their AR processes, with a focus on B2B collections and collaborative workflows.

Upflow is a modern AR platform designed to accelerate cash collection while providing a better experience for both finance teams and customers. Its visual interface and collaborative tools make it an excellent fit for Salesforce users who value usability and transparency.

Key Features:

• Customizable dunning workflows
• Multi-user collaboration and customer portals
• Salesforce and accounting software integrations
• Payment tracking and forecasting
• Email outreach tracking with analytics

Salesforce Compatibility

Upflow offers an API-based Salesforce integration that allows syncing of customer and AR data. You can track outstanding balances, overdue communications, and escalations without leaving the CRM.

Pricing: Tiered pricing based on features and usage. Demo available upon request.

Pros: Excellent UI, collaboration tools, and customer payment experience.

What to Consider When Choosing a Salesforce-Compatible Collections Tool

Before you decide on a platform, assess your AR process maturity, team size, and strategic objectives. Here are a few guiding questions:

• Is the integration native or middleware-based?
  Native integrations (like Kolleno) offer better data consistency and fewer sync errors.
• How customizable are workflows?
  Can you tailor your dunning strategy based on customer profiles, risk scores, or payment behavior?
• Does it support omnichannel engagement?
  In today’s environment, one-size-fits-all reminders don’t cut it. Look for tools that offer multi-touch options.
• How well does it play with your ERP?
  Seamless data flow between Salesforce and systems like NetSuite or SAP prevents double handling.
• Is there visibility across teams?
  The best platforms unify sales, finance, and customer service teams under one source of truth.

Why Kolleno Is the Clear Winner for Salesforce Users

Kolleno stands out not only for its technical integration with Salesforce, but for the business value it unlocks. Whether you’re collecting millions across global AR ledgers or just need to tighten your DSO, Kolleno delivers with:

• Precision-targeted automation
• Seamless data sync across your tech stack
• Compliance-ready outreach and dispute resolution
• A scalable platform that grows with your business

And with full Salesforce support, you don’t have to trade visibility for efficiency. Everyone — from sales to collections — stays on the same page.

Final Thoughts

If your business relies on Salesforce and is struggling with slow collections, manual follow-ups, or fragmented AR data, it’s time to upgrade your toolkit.

Debt collection software isn’t just about chasing payments — it’s about preserving relationships, maximizing cash flow, and making collections a strategic function rather than a reactive one.

Ready to transform your AR process?

👉 Book a demo with Kolleno and see how intelligent collections automation works inside Salesforce.