Deal Manager is a powerful module designed to automate the follow-up of unpaid customer balances. It allows you to easily create and send customized reminder emails or letters, with up to four escalation levels—ranging from gentle reminders before the due date to formal notices of default.

📩 Key Features:

• Automatically track and follow up on outstanding payments

• Configure up to 4 reminder levels (pre-due reminder to final notice)

• Create custom messages and templates for each stage

• Supports multilingual notifications

• Helps improve cash recovery and streamline communication

Effectively manage overdue deals and keep your collections process under control—automatically.

Demo of Module "Deal Manager"

demo / demo