3x
More efficiency in collections and recoveries
Kanban CRM for Collections automates repetitive processes to recover owed amounts without manual effort.
Kanban CRM for Collections: Agreement with Stage, Due Date, and Verification
Closing the agreement is the middle of the process, not the end. Without a task at each due date, a broken agreement is only discovered when it becomes a loss.
Our Clients Companies that trust the operation
+180k
Messages and media exchanged every day
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Companies that trust our solutions
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Automations built on our platform
O que é CRM Kanban para Cobrança
The Kanban CRM for Collections from Nexloo organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, specifically focused on collections and recoveries. Automate collection processes that consume hours of your team’s time and turn delinquency and inefficient communication into an efficient and scalable operation.
Collection and recovery processes require consistency, speed, and continuous monitoring. The Nexloo platform delivers intelligent automation that allows you to recover owed amounts without increasing headcount or sacrificing service quality.
Results
Benefícios do CRM Kanban para Cobrança
What changes in recovery when each agreement has a stage, deadline, and verification.
70%
Reduction of operational tasks
Eliminate manual activities related to collections and recoveries and free your team for strategic tasks.
24/7
Continuous collection operation
Collection and recovery processes operate uninterrupted, capturing opportunities outside business hours.
50%
Fewer operational errors
Intelligent automation reduces human errors in collection and recovery processes and standardizes operations.
Features
Funcionalidades do CRM Kanban para Cobrança
Recursos projetados para transformar o atendimento no segmento de cobrança.
Visual drag-and-drop pipeline
Move negotiations between funnel stages with intuitive drag-and-drop and see progress instantly.
Automation of funnel stages
Automatic rules move leads between columns based on actions, elapsed time, or scoring.
Enriched cards with history
Each card displays contact information, conversation history, and pending next actions.
Multiple customizable pipelines
Create separate funnels for different products, teams, or processes with custom stages.
Visual pipeline with drag-and-drop
Move deals between funnel stages with drag-and-drop and visualize the total value at each stage.
Automatic activity logging
All interactions via chat, email, and phone are automatically logged in the contact history.
Funnel that arises from the conversation
The card is not created manually afterward: it appears when the conversation starts, already with the contact, the source channel, and the history attached. No one needs to remember to register anything.
Drag to change stage
Moving the deal from one column to another is done by dragging the card. The stage changes, the entry date is recorded, and the automation for that phase triggers — without an intermediate form.
Multiple funnels, one for each process
New sales, renewals, post-sales, and recovery have different stages and don't fit in the same framework. Each becomes its own funnel, with its own rules.
Custom fields by business
Tax ID, contract number, product of interest, source of referral. You define what needs to be recorded, and the field applies to all cards in that funnel.
Task with a date on each card
Every deal carries its next action and the date for it. What is due today appears on the responsible person's list; what has passed the deadline shows up in red for the manager.
Responsible for the card, not the queue
Each deal has an owner, and the owner appears on the card. Transferring means changing the responsible party — and the entire history goes along, without passing anything verbally.
Reason for loss is mandatory
A lost deal only leaves the funnel with a recorded reason. This list at the end of the quarter tells you if you lose due to price, deadline, or delay.
Automation by stage change
Did it go into "proposal sent"? Trigger the follow-up email and create the return task in three days. The rules are yours, and they run automatically.
Forecast for closing by stage.
Each stage has a probability, and the weighted value of the funnel comes from that. The forecast shifts from being a manager's guess to a calculation.
Comece a usar CRM Kanban para Cobrança
Peça um diagnóstico gratuito e descubra como o CRM Kanban pode transformar seu atendimento.
Segments
Para quem é o CRM Kanban para Cobrança
Billing operations that benefit the most from a kanban funnel.
Companies with high demand for collections
SMEs with 50+ interactions/day
Delinquency and inefficient communication lead to loss of productivity and below-expected results.
Teams that need to scale collections and recovery
Teams of 5-30 employees
Manual collection and recovery processes do not scale as the business grows.
Operations that require collections and recovery 24/7
Companies with off-hours support
Customers expect immediate responses, but the team only works during business hours.
Consultative sales with a long cycle
Starting from 3 users
They have negotiations that last weeks and go through several hands — and need to know where each one left off without asking anyone.
High volume lead operations
Starting from 3 users
They receive more opportunities than they can keep track of and lose them due to forgetfulness, not price.
Post-sales, renewal, and expansion
Starting from 3 users
They need a funnel separate from new sales, with its own stages and renewal timelines.
Professional services with a proposal
Starting from 3 users
They send budgets and rely on manual follow-up — which is exactly what disappears when the week gets busy.
Health and aesthetics with treatment plan
Starting from 3 users
They present budgets that are rarely approved on the spot and need to resume the conversation days later.
Real estate, vehicles, and high-value goods
Starting from 3 users
They work on few high-value opportunities, where losing track of one is costly.
Education and enrollments
Starting from 3 users
They have a concentrated season and need to know how many enrollments are at each stage before the window closes.
Billing and debt recovery
Starting from 3 users
Leads agreements with stages and deadlines that need to be monitored by time, not by memory.
Recruitment and selection processes
Starting from 3 users
They move candidates through stages of a process and need to see where each position got stuck.
What sets us apart
Por que escolher Nexloo para Cobrança
What's included in the plan for those who negotiate debts.
CRM natively integrated with WhatsApp
Unlike generic CRMs, the Nexloo Kanban was built for messaging conversations from the start.
Automation without complexity
Visual automation rules that anyone can set up, without complex flows or coding.
Instant pipeline visualization
See in seconds where each negotiation stands, which need action, and which are stalled.
Centralized data in each card
All lead information, history, and next steps in one accessible place.
Ecosystem
Integrations that simply work.
Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it
Where the conversation flows to
- Parceiro OficialMeta
- Zapier
- HubSpot
- Salesforce
- RD Station
- Pipedrive
- API REST
Where the lead comes from, and where the team works after
- Mais pedidaMeta Ads
- Google Ads
- Meta Lead Forms
- Google Sheets
- Google Calendar
- Shopify
- Slack
What's changing
The agreement has been made. Who checks?
Closing the deal is the middle of the process, not the end. Without a step to track installments and a task for each due date, a broken deal is only discovered when it has already turned into a loss.
In practice
How the negotiation turns into a fulfilled agreement
The charge has stages as clear as a sale: contact, negotiation, agreement, and fulfillment. Treating it as a funnel allows for measuring each one.
The response to the metric creates the card
The contract, the outstanding amount, and the contact are automatically entered into the deal.
The negotiation has a stage
Proposal made, counterproposal, and agreement are columns — and the duration in each is measured.
The agreement becomes a commitment with a date
Each due date generates a verification task for the responsible negotiator.
What is broken goes back to the funnel
Unpaid installments return the card to the negotiation column, along with the previous history.
FAQ
Before following up your agreements.
The most common questions about negotiation stages, installment verification, and returning to the funnel.
How does the Kanban CRM for Collections work in practice?
The Kanban CRM for Collections from Nexloo organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, specifically optimized for collection and recovery processes. When activated, the system automates collection and recovery tasks that previously consumed hours of the team’s time. Leads and interactions are processed automatically following configurable rules, while the team only receives cases that truly require human attention. Real-time reports allow tracking of collection and recovery metrics and identifying continuous improvement points.
Does the Kanban CRM for Collections offer a free trial period?
Yes, Nexloo offers a 7-day full trial of the Kanban CRM for Collections for teams to validate the automation of collections and recoveries in the real scenario of the company. During this period, it is possible to activate collection flows, measure impact on productivity, and assess whether the solution meets your needs for recovering owed amounts. We do not require a credit card or contract for the trial. After evaluation, we have plans that scale with the growth of the operation, charging proportionally to the actual use of the platform in collection and recovery processes.
Does the Kanban CRM for Collections integrate with other company tools?
Absolutely. The Kanban CRM for Collections was designed to connect with diverse business ecosystems that support collection and recovery processes. Native integrations via Zapier cover hundreds of popular applications. For internal systems, webhooks allow bidirectional communication with ERPs, collection platforms, and proprietary databases. The documented RESTful API enables complex automations between the Kanban CRM for Collections and any system that supports HTTP, expanding possibilities for recovering owed amounts in an integrated manner. All configurations include technical support as part of the plan.
How long does it take to set up the Kanban CRM for Collections?
The initial setup of the Kanban CRM for Collections takes between 10 and 30 minutes for basic activation of collection and recovery flows. Connecting channels, defining distribution rules, and customizing collection messages are guided steps by the setup assistant. For advanced collection and recovery automations with conditional rules and external integrations, the complete process can take from 1 to 5 days depending on operational complexity. Ready-made templates for collection and recovery processes are available and can be activated with one click to accelerate implementation.
Does the Kanban CRM for Collections ensure data security in collection and recovery processes?
Completely. Security is a priority in the Kanban CRM for Collections, especially in collection and recovery flows that handle sensitive information. The platform operates in compliance with LGPD, using encryption for all data traffic. Configurable permissions control who accesses each type of information in collection processes. Native consent, opt-out, and right to be forgotten mechanisms simplify regulatory compliance. Audit logs record every action for complete traceability in your company’s collection and recovery operations.
What is the difference between the Kanban CRM for Collections and traditional CRMs?
Generic CRMs cater to email sales with heavy interfaces. The Kanban CRM for Collections was designed for collections and recoveries via messaging: a visual pipeline where collection teams organize tasks by dragging cards between specific columns for collections and recoveries. Direct integration with communication channels eliminates manual entry, and each card contains a complete history of relevant interactions for recovering owed amounts.
How long until I see results using the Kanban CRM for Collections?
The first results from the Kanban CRM for Collections in collection and recovery processes are perceived within the first 24 to 48 hours of operation. The immediate reduction of manual tasks and the increase in the speed of collections and recoveries are the quickest gains. Results in indicators such as conversion, satisfaction, and productivity consolidate between the second and fourth week of use, when automations are optimized and the team has already internalized the new processes. Companies with a higher volume of interactions tend to notice the return more quickly.
Last step
Where are your agreements break without notice
A short conversation to gauge how many agreements in your portfolio have no one checking the due dates.
- No credit card
- Set up in 5 minutes
- Cancel whenever you like
Request your free assessment
No commitment. One conversation to map where your operation is losing sales.
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