Documentation

Welcome to the Abrianto Collections CRM documentation. Whether you’re new to the system or an experienced user, these guides will help you manage your debt collection operations efficiently.

Getting Started

Introduction

Overview of Abrianto Collections CRM and its capabilities

Learn what Abrianto can do for your collection business, including key features and supported workflows.

Read Introduction

Core Features

Accounts Management

Track and manage individual debt collection cases

Create accounts, view details, manage balances, set due dates, and export data.

Manage Accounts

Debtors Management

Organize and maintain debtor information

Create debtor profiles, manage contacts, configure preferences, and view account history.

Manage Debtors

Tasks Management

Create and manage collection tasks and activities

Create tasks, assign to team members, track progress, and use task templates.

Manage Tasks

Workflow Configuration

Set up automated collection processes

Define triggers, configure conditions, and set up automated action sequences.

Configure Workflows

Administrative Features

Templates Management

Create and manage communication templates

Create email, SMS, and phone script templates with variables for automated communications.

Manage Templates

Custom Parameters

Extend system for your specific business needs

Create custom fields, define parameter values, and apply to accounts and debtors.

Define Parameters

Advanced Features

Reports and Analytics

Generate insights and performance metrics

Access reports, create custom dashboards, and export data in various formats.

View Reports

AI Features

Leverage AI for enhanced collection operations

AI-powered collection assistance, document processing, and decision support.

Explore AI

Import/Export

Bulk operations and data migration

Import data from CSV files, export to various formats, and manage bulk operations.

Data Operations

Real-Time Updates

Live data synchronization and notifications

Enable real-time updates, use live dashboards, and receive instant notifications.

Real-Time Features

Developer Resources

API Reference

Explore our OpenAPI specification

Comprehensive API documentation with interactive examples for all endpoints.

View API Docs

Authentication

Secure API access with API Keys

Generate API keys, manage permissions, and secure your integrations.