Overview

To improve payment collection, I implemented an automated reminder system in Freshworks CRM, reducing manual follow-ups and accelerating revenue flow.

Challenge

The business struggled with:

⚠️ Frequent late payments from clients

⚠️ Time-consuming manual follow-ups

⚠️ Delayed revenue collection each week

Solution

Within Freshworks CRM, I:

🚀 Created custom email templates for reminders, due notices, and overdue alerts

🚀 Built workflow automation to trigger reminders based on invoice dates

Results

🏆 Reduced late payments by 40% within two months

🏆 Saved the business 8+ hours per week on manual tracking and follow-ups

🏆 Improved cash flow and operational efficiency

Key Skills Highlighted

💎 Freshworks CRM Automation

💎 Payment Workflow Design

💎 Email Template Customization

💎 Process Optimization