CRM Integration
Our AI seamlessly integrates with your existing debt collection management systems, automatically logging all interactions and updating case statuses without disrupting your current workflow.
Integration Features
Automatic Case Logging
Every AI-generated response and client interaction is automatically logged in your CRM with full conversation history and context.
Real-Time Status Updates
Payment arrangements, hardship agreements, and case developments are instantly updated in your system as they happen.
Custom Field Mapping
We map our AI outputs to your existing CRM fields, ensuring all data flows into the right places in your system.
Workflow Automation
Trigger your existing workflow rules and notifications based on AI interactions, maintaining your established processes.
Audit Trail
Complete audit trail of all AI decisions and actions for compliance and quality assurance purposes.
Reporting Integration
AI performance metrics and interaction data feed directly into your existing reporting dashboards.
Supported Platforms
We integrate with most major debt collection and CRM systems:
- Salesforce
- Microsoft Dynamics
- FICO Debt Manager
- CollectOne
- Latitude
- RMEx
- CUBS
- Custom API Systems
- Excel/Google Sheets
- SQL Databases
- REST APIs
- SOAP Web Services
Integration Process
1. System Assessment
We analyze your current CRM setup and identify the best integration approach for your specific system and workflow.
2. Custom Configuration
Our team configures the integration to match your existing processes, field structures, and business rules.
3. Testing Phase
We conduct thorough testing to ensure all data flows correctly and your existing workflows remain intact.
4. Deployment & Training
Once approved, we deploy the integration and provide training to your team on any new features or processes.
Data Security
All integrations use secure, encrypted connections and follow industry best practices for data protection. We can work within your existing security frameworks and compliance requirements.
Ready to Integrate?
Let's discuss how our AI can seamlessly connect with your existing systems to enhance your debt collection operations.