THE PAYPATHIQ PLATFORM

Account management and outreach
The whole account. The clear next step.

Move from scattered spreadsheets and inboxes to a shared picture of your credit operation. See the history, coordinate the follow-up, and know who is handling what.

See the platform How it works

One Case record

Keep account details, balances, communication history, notes and actions together. Give the next person the context they need.

Rules that move work forward

Configure triggers, conditions and actions for follow-up. Keep routine reminders consistent and direct exceptions to the right worklist.

Connected conversations

Manage email, SMS, letters and human phone calls around the same account. Record outcomes so each interaction builds on the last.

Payment arrangements

Record commitments and instalment schedules. Track what is due, what has been received and what needs follow-up.

Operational visibility

See balances, activity and accounts needing attention. Give controllers, managers and business leaders a shared view of progress.

Control built into the work

Use role-based access, contact policies and action history to keep responsibilities clear across your team and client portfolios.

A SHARED THREAD ACROSS CHANNELS

Multi-channel customer outreach
Keep the conversation with the account.

A call, a message, a payment reminder. Each belongs to the same story. PayPathIQ gives your team the context to pick up the next conversation.

  • Inbound and outbound calls with your team
  • Email, SMS and letter workflows
  • Account history and follow-up in one place

Channel availability depends on your setup. WhatsApp is shown as a planned channel in the example.

Orchestrator feed

A connected view of every next step

DEMO
ACCOUNT ACTIVITYOUTCOME
EmailACC-2847

Payment reminder sent

Delivered
Voice · outboundACC-3102

Follow-up call completed

Logged
SMSACC-0856

Instalment reminder sent

Delivered
WhatsApp · plannedACC-4291

Customer reply received

Review
Voice · inboundACC-7734

Customer callback answered

Connected
LetterACC-1923

Account statement prepared

Ready
Illustrative activity · sample data

FROM FIRST IMPORT TO CONNECTED SYSTEMS

Data import and setup
Start with your data. Build around your team.

Bring a structured export of accounts, contacts and balances. Work with us to map the data, agree your contact rules and test your first workflow. Plan ongoing imports or API integration to keep information current.

Explore integration options

Reporting reflects the latest data available in PayPathIQ. External changes appear after your import or integration updates.

LET’S TALK ABOUT YOUR OPERATION

Make room for
the work that matters.

See how PayPathIQ could fit your accounts, your team and your way of working.

Book a conversation

A focused walkthrough. Built around your business.