Contact history is easier to track
Staff can summarize conversations without relying on personal memory.
Collection / Debt Recovery Solution
Keep payment follow-ups clear and accountable.
The Collection team needs to know which customers have been contacted, their responses, and when to follow up. Tautiva provides a more organized communication flow without replacing financial systems.
See how conversations become clear tasks
TAUTIVAWORKFLOW ILLUSTRATION
WhatsApp customer● Log in
_
I can only make the payment on Friday.
COLLECTION TEAM
Alright, we've noted the payment plan and will follow up as agreed.
RECORDED AS FOLLOW-UP
Debt recovery follow-upContact note #COL-012Communication + payment promise
Waiting for confirmationChallenges in the field
What often stops the work
Payment promises, customer objections, and follow-ups are often scattered across personal notes or conversations.
Workflow
From conversation to clear follow-up
Four simple stages to help everyone understand what happens, who handles it, and what the next step is.
- 01
Contact list prepared
Agents use verified billing data from the company's official sources.
- 02
Customer contacted
Convey information politely and record the customer's response.
- 03
Promise or obstacle recorded
Record payment plans, objections, or escalation needs without altering financial records.
- 04
Results confirmed
Follow up according to schedule and verify payment on the source financial system.
Benefits for the team
What becomes easier?
Focus on the work activities that are truly needed by agents and supervisors every day.
Payment promises are not missed
Follow-ups to be done become part of work records.
More professional coordination
Supervisors have an overview of collection activities and obstacles that require attention.
Tautiva application display
Focus on customers, history, and collection follow-up.
Customer records, contact history, and payment promises help staff continue collection with clear context. CSV invoice import and manual checking provide the team with a traceable work trail.
The display uses simulated data to help explain the workflow.
Discuss your team's needs ↗
How it works with Tautiva
Important things for your team.
- For B2B and individual collections, teams can manage contacts, payment promises, CSV invoice import, identity review, manual evidence checking, and job monitoring from the dashboard.
- Billing data and payment status still refer to the company's ERP or financial system. Collection practices must comply with laws and privacy policies.
Get to know Tautiva
Request a Tautiva demo ↗Want to see this flow for your team?
Share your team's challenges. Through a demo, see the relevant Tautiva flow for your daily work.