Our account grouping system transformed their workflows by automating key tasks like invoice sending, portal invitations, and billing updates.
Through customizable groups, aging buckets, and suspension tools, companies have more holistic control over their customer accounts, leading to significant operational improvements.
The implementation has reduced processing time by approximately ~60% while providing unprecedented visibility into customer relationships.
User feedback has been overwhelmingly positive, with many customers praising the intuitive design and comprehensive feature set.
- Account Management: Built customer segmentation with bulk invoicing and portal operations
- Suspension & Aging: Created automated tracking system with customizable rules
- Visibility & Control: Improved oversight with flexible filtering and grouping tools
Results
- Performance: Achieved ~60%+ reduction in account management time through automated bulk operations and streamlined workflows across customer segments
- Industry Impact: Set new CRM standards with innovative grouping features
- Customer Success: Transformed disconnected manual processes into efficient workflows