Manage your Customer Portfolio with Eloficash - the #1 Cash Management CRM
Increase your responsiveness and efficiency company-wide with Eloficash, the leading customer portfolio management software for financial and collections teams. From real-time KPI dashboards to advanced customer data analysis, Eloficash provides a complete solution for automated debt collection, CRM, and risk monitoring.
Centralized, collaborative and scalable Debt Collection CRM
Eloficash is more than just debt collection software : it’s a collaborative cash management platform that brings your finance, sales, and customer service teams together.
Contact and account management
Automated reminder campaigns
Customer risk assessment
Task automation and workflow management
Customizable collection scenarios
Say goodbye to siloed tools. Eloficash unifies your entire customer lifecycle, from initial onboarding to final payment.
Why choose Eloficash ?
With Eloficash, you gain control over your customer interactions through:
🔁 Automation – streamline repetitive tasks and reminders
🧠 Centralization – access a 360° view of customer portfolios in one place
🔄 Synchronization – real-time data sharing across departments
🎯 Customization – tailor workflows to your specific collection strategy
📊 Data Analysis – leverage KPIs to make informed financial decisions
This integrated approach improves both the customer experience and the operational efficiency of your finance and sales teams.
Digital Customer Portfolio Management: Smarter, Faster, Global
At Eloficash, we believe customer portfolio software should be automated, intelligent, and fully connected. That’s why our platform includes:
📄 Advanced invoice collection tracking
🕰️ Real-time monitoring of customer payment behaviors and risks
📱 Mobile-friendly access through a dedicated smartphone portal
🧰 Full ERP integration (including Sage X3, Sage FRP 1000, and more)
Manage your international debt collections and customer relationships anytime, anywhere.
Customer portfolio management software that easily connects to your ERPs anywhere, anytime
Eloficash also offers international debt collection possibilities and a smartphone portal :
- CRM solutions in saas mode
- Access from mobiles and/or tablets
- Web services and customisable interface scripts
- Free groupings using a system of labels on accounts and/or entries
- Real-time calculation of DSO per customer and/or per grouping
- Discussion forums
- Chatter
Monitor Customer Risk with Predictive Analytics
In today’s fast-paced business environment, customer risk management is crucial for optimizing cash flow.
Eloficash goes beyond traditional portfolio tools by incorporating:
- Big Data and Business Intelligence
- Predictive analytics for real-time decision-making
- Custom dashboards for finance and credit teams
Thanks to these technologies, your teams can anticipate customer defaults, improve cash forecasting, and act at the right time.
Using Big Data and Business Intelligence to support your decision making
Today’s customer portfolio management software must offer more than organisational functions. That’s why we base ourselves on the latest predictive and analytic technologies to provide you the best possible analysis at every step.
Eloficash will make it easier for your Finance and Accounting departments and, through collaboration, your Sales team to make the right decisions:
- Decision analysis
- Cash flow forecasting
- Performance analysis
- Multi-criteria searches for customers, entries, etc.
- Customisable, retroactive aged balances
- Data provider connectors (Credit Safe, etc.),
- Desktop publishing connectors (Trustmission, etc.),
- Advanced Euler Hermes connector (Web services)
The Complete CRM & ERP-Connected Management Suite
In partnership with Sage, Eloficash offers the most comprehensive cash and credit management solution on the market since 2020.
Our integrated CRM platform covers every stage of the credit management cycle, offering:
- Full compatibility with Sage X3 and Sage FRP 1000
- Deep integration with your ERP and accounting systems
- Scalable architecture for multi-entity and multinational environments
Discover the Eloficash + Sage integration today.
👉 Book a demo with one of our experts and transform the way you manage customer portfolios, collections, and cash flow.
Click here to contact one of our Eloficash experts.