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Innovating the collection and payment experience from WhatsApp

Accessibility and practicality in collections management are essential to build frictionless and effective relationships with customers, so do you offer solutions through your channels that meet these conditions? Here is an innovative solution that recreates the traditional dynamics!

Imagine being able to provide fast and secure payment alternatives, refinancing or even signing payment commitments directly from WhatsApp. Now it’s possible, and we’ll show you how to implement it seamlessly and assertively in your business.

Building a customer-centric experience

The first step to achieve this is to design an experience that allows your customers to easily access information on the status of their current loans. In addition, they can access unique customer service flows according to their preferences and payment conditions. This personalization will not only improve the customer’s perception of your company, but should also establish a more efficient collection methodology compared to face-to-face or remote agent methods.

To implement such a process, three key components are required:

  • The channel: It must have a high reception or opening rate and be friendly for your customers. In addition, this channel must have friendly interactive format tools, such as WhatsApp Flows, that allow you to simplify detailed processes such as forms and digital signatures.
  • Source: You should consider incorporating into these flows your CRM system, ERP or other online tools, which send and receive critical information for the process such as debt status, payment methods, etc.
  • The integration: All of the above are inputs to design the process, but you also need a solution that integrates the channel, the information from your systems and allows you to build automated conversational flows, in addition to triggering the contact to your customer and record the history of interactions with them.

By integrating WhatsApp and your CRM through our OneMarketer solutions such as Reach & Engage or Bot Manager, you can create a customized methodology that adapts to the individual needs and preferences of your customers. Interactions become more effective and, more importantly, can be tracked in detail.

Integrate our solutions and impact and redesign your business

The implementation of your digital collection processes through mass messaging campaigns (Reach & Engage) and bots (Bot Manager), in the right channel and together with your ecommerce or CRM platform, offers a series of benefits that will boost your revenues:

High contactability through WhatsApp: Reach your customers effectively with a contactability close to 98% through WhatsApp, a widely used and easy-to-use platform.

Freeing up resources for your company: Avoid non-critical interactions, whether face-to-face or in your call center, so that your agents can focus on exceptional cases that require dedicated attention.

Detailed contact and solution records: Get detailed records of every interaction and the solutions implemented, providing a valuable source of information for analysis and decision making.

Do it Now and Discover the Potential!

Now is the time to take the next step towards a more effective and focused collections process of continuous improvement for the customer and your company. Contact us now at and discover all the possibilities that our innovative solutions can offer to your business. It’s time to grow together and take your collections strategy to the next level!



Let ‘s talk !

We want to know about you. We are your best option in digital solutions. We connect your company with customers and automate the process through artificial intelligence. You will also be able to close deals from a single omnichannel platform.

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