Improve your accounts receivable portfolio segmentation process

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A good segmentation of the accounts receivable portfolio is probably one of the most important tasks when deploying an effective collection strategy . It is essential that a collection software provides flexibility in this aspect of collection management.

While the use of typical segmentation variables such as customer buy whatsapp mobile number list information or credit origin variables, together with credit installment variables, could be sufficient, we believed that it was essential to provide greater flexibility to the collections solution.

5-Collect more and improve your collection management

This new release will allow you to have 10 additional information inputs (both text and numeric) in the customer file. In the customer segmentation section, you will be able to name each of these variables and use them to segment the portfolio .

Based on this, you will be able to generate appropriate communication flows for each segment of your client and accounts receivable portfolio, increasing the effectiveness of collections as a final result. We continue to build new features in Moonflow!