Work Smarter with Automated Reminders
Spending less time and energy wrangling your inbox frees you to focus on more important things.
Keep Your Communication Coordinated
AR Workflow automatically keeps track of all your team’s emails,
so it’s easy to keep everyone on the same page and make every communication count.
With AR Workflow, records of your accounts receivable efforts and their results are kept in one user-friendly place.
Complete Email Conversation History
Sync your email into AR Workflow. Your entire email conversation history with each customer is automatically pulled in, organized and instantly available for your review in your timeline. You’ll never have to wonder about what’s been communicated.
Whether you send emails directly from AR Workflow, your browser or your favorite email client, you’ll never miss a message. Every email is synced automatically.
Within 12 months, the percentage of invoices being charged off as bad debt dropped by more than 90%.
Jeffrey & Kristi Stokes
SERVPRO of Denton
Start Free Trial NowPersonalize Email Templates with AR Workflow
With automatically personalized templates, you can send effective emails in seconds.
Craft Your Message Quickly
Browse the selection of templates, choose the right one for your purpose and auto-populate all the mail merge tags. With the ability to mail merge both standard data fields like name or organization and custom data fields, the possibilities are endless
Share Templates
Customize templates and share them with your entire AR team.
We’ve had a 75% reduction in manual tasks, and nothing falls through the cracks.
Natalie Hart
SERVPRO of Northeast San Antonio
Start Free Trial NowWhy communicate with your customers via SMS?
Send Effective Emails Efficiently
Create a customer list that streamlines your accounts receivable process with AR Workflow’s Bulk Email feature.
Know Your Message’s Status
Know if your email has been opened, who did it and the time that they did so.
Schedule Emails for the Right Moment
Schedule emails so that they’ll always arrive in your customer’s inbox at the ideal moment.
Set Follow-up Reminders
Does your collections strategy call for follow-up actions on a specific date? Set a reminder with one click.