Billing & Invoicing CRM

Customizable CRM for Billing, Collections & Invoicing

Stop struggling with rigid billing systems. Epoq Connect is a customizable CRM built for high-growth businesses to automate invoice recovery schedules, collection queues, and WhatsApp reminders.

Book Collections Demo Explore Invoicing Queues
🔍 Search invoice reference, client name, or alert...
Pending
● Past Due Age: 5d Amt: 45K INR
Invoice Issued 10:15 AM

Tally Sync · South Region

WhatsApp Reminder 10:16 AM

Invoice link sent · Delivered

🔔 Dialer Callback Today, 12:30 PM

Allocated to Collector Priya

💬

WhatsApp Auto-Reminder

Sent to Astro Corp · Settle now link

Trusted by Leading Collection Teams & Financial Platforms

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98%
Payment Recovery Yields
95%
Faster Recovery Cycles
14K+
Invoices Issued & Automated

Why Financial Teams Choose Epoq Connect Over Rigid CRMs

Invoicing operations require automatic due reminders, collection queue routing, and automated payment alerts. Epoq Connect builds customizable frameworks tailored to your billing workflows.

W
M

All Invoices in One Place

Stop hunting through paper files or personal chats. Outstanding invoices arriving from Tally or billing platforms land in one shared collections queue, auto-assigned to reps using round-robin routing rules.

Explore Invoicing Suite ➔
OVERDUE
⚡ Auto-WhatsApp
PENDING
📧 Callback Dialer

Smart Status Tracking

Identify the exact priority of outstanding payments using customizable stages, due-date markers, and color-coded tags. Trigger powerful automation rules based on any status transition without lifting a finger.

Explore Pipeline ➔
▶
01:42

Automated Call Recordings

Automatically record and store call logs of billing coordinators calling accounts leads. Monitor collection scripts, maintain compliance audit trails, and review dispute callbacks with a secure playback vault.

Explore Call Vault ➔

Collection Allocation Queue

Track collector response times, active dialing queues, and individual payment recovery yields. Balance billing workloads and optimize callback response yields with transparent, live performance statistics.

Explore Allocation ➔

All the features to optimize your Invoicing & Collection Workflows

Epoq Connect brings automated due alerts, collection list routing, billing queues, and automated follow-ups into a unified agent dashboard.

🧾

Invoice Coordinator

Track outstanding invoices, schedule releases, manage due dates, and coordinate recoveries inside a single workspace.

👥

Collection Allocation Queue

Verify outstanding billing logs in real-time. Route fresh recovery tasks to collectors using round-robin grids.

💬

WhatsApp Billing Reminders

Share automated invoice check-ins, payment links, and billing alerts to stakeholder smartphones via WhatsApp automatically.

🔔

Follow-Up & Callback Alerts

Receive desktop notifications and alert logs exactly when a payment reminder call task is scheduled in the dialer queue.

📊

Real-Time Recovery Stats

Track agent collection yields, outstanding waits, and average recovery speed metrics on a live team leaderboard.

🔄

Auto Invoice Re-Allotment

Automatically reallocate stale unpaid invoices back into active queues to ensure no outstanding invoice goes unpaid.

⚙️

Tally & ERP Integrations

Sync ledgers instantly. Parse invoice files automatically from Tally, ZoHo Books, or billing platforms via API connectors.

🔒

Role-Based Access Control

Set granular billing access roles. Maintain secure data segregation for coordinators, collectors, and accounts managers.

📥

Data Export & Reports

Export outstanding invoice files, agent call histories, and recovery yield statistics to Excel or PDF with one click.

Live Invoice Journey

Every invoice tracked, every step of the way

From Tally sync to a successfully recovered payment, Epoq Connect logs every interaction—WhatsApp alerts, agent calls, scheduled callbacks—surfacing the right next action at the right time.

  • 📋 Auto-parse contact profiles from Tally ERP & accounting files
  • 🔁 Stage-based pipeline: New Invoice → Pending Payment → Reminded → Recovered
  • ⏰ Smart callback notifications when invoices go past due by 48 hrs
See It Live
🙋

New Invoice: Astro Corp (Invoice #4042)

Sync: Tally ERP · Plan: Net 30 · Stage: Pending Payment

WhatsApp Auto-Reminder Sent
📞

Follow-Up #2 Logged · Day 5

Call callback recorded · WhatsApp link read · Next action: Dialer Reminder Callback

Pipeline → Payment Settled
✅

Invoice Settled — Receipt Issued

Amount: 45,000 INR · Accounting ledger auto-updated · Settled in 5 days

⚠️

Overdue Payment Detected

Unpaid for 30+ days · Priority: High · Stage: Evaluation · Flagged for Recovery

Auto-Allotment Rules Triggered
📊

Priority Agent Alert

Assigned to senior collector Sameer · Dialer queue callback auto-scheduled

Discounted Payment Option Shared
🎯

Payment Succeeded

98.2% allocation success · ledger sync completed · Lost revenue saved

Payment Recovery Yields

Spot outstanding payment leakage before it is too late

Don't lose track of past-due payments. Epoq Connect's analytics engine flags cold outstanding invoices, routes them to high-priority recovery queues, and alerts supervisors automatically.

  • 🔍 Auto-flag invoices stuck in unpaid state past Net 30 days
  • 📉 Visual recovery funnels showing agent response times and collection rates
  • 🔁 One-click payment reminder campaigns for bulk past-due contacts
Explore Analytics
Smart Automation

Invoices followed up. Collection metrics tracked. Automatically.

Epoq Connect's automation engine triggers the right invoice reminder alert at exactly the right moment—and the recovery dashboard gives finance managers a real-time view of every collector's output, without manual audits.

  • 🔔 Auto follow-up payment link if an invoice goes unpaid for 48+ hours
  • 📅 Automated callback reminder scheduled in collector's dialer queue
  • 🏆 Live collector KPI dashboard—recovery wait time, yield percentage
Explore Automation Suite
❄️

Invoice Gone Past Due: Marcus Johnson

Net 30 expired · Amount: 18,500 INR · Automation Rule Triggered

Auto-Reminder · WhatsApp Link Shared
💬

WhatsApp Alert Delivered

"Hi Marcus, payment invoice #4042 is outstanding. Click here to settle..." · Read ✓✓

Callback Dialed · Collector Priya
🏆

Leaderboard Yields Updated

Collector Priya: +1 Settle · Recovery Yield: 98% · Weekly Rank: #1 Collector

Why Teams Switch

Replace scattered tools with one intelligent Billing CRM

Excel sheets, sticky notes, and fragmented billing logs can't scale with growing collection operations. See exactly where Epoq Connect changes the game.

Visual Invoicing Pipelines vs. Static Spreadsheets

Stop hunting through rows of data. Epoq Connect gives collections teams a drag-and-drop board to track payments from Sync to Settled in one click.

✓ Epoq Connect
✓ Invoice status tracking (Issued → Settled)
✓ Color-coded priority & due-date flags
✓ Bulk status updates in one click
✓ Auto-log every reminder history
✗ Excel / Generic CRM
✗ Manual row-by-row status updates
✗ No visual billing pipeline view
✗ Overwritten history—no auditable logs
✗ Shared sheets cause data conflicts

Collector Analytics vs. Gut Feeling

Know exactly which collection agents are recovering payments and who needs support—with live stats on active queues, callback response times, and yield rates.

✓ Epoq Connect
✓ Per-collector yield dashboard
✓ Average callback response time tracking
✓ Daily reminder callback logs
✓ Automated workload balancing rules
✗ Excel / Generic CRM
✗ No real-time agent output view
✗ Callback notes lost in notebooks
✗ Supervisors rely on self-reported logs
✗ No overload checks or stale alarms

Smart Automations vs. Missed Reminders

Over 80% of invoices need more than 3 reminders. Epoq Connect automates payment nudges, WhatsApp alerts, and calendar escalations so nothing slips through.

✓ Epoq Connect
✓ Rule-based WhatsApp sequences
✓ Overdue escalation after 48 hours
✓ Automated reminder calls & SMS
✓ Custom templates per invoice type
✗ Excel / Generic CRM
✗ Manual alerts via personal phones
✗ No overdue escalation alarms
✗ Missed callbacks = lost yields
✗ Manual text copy-paste for alerts

Flexible and transparent pricing

Choose the model that fits your institutional workload. Scale your desks seamlessly as your inbound inquiry volume grows.

3 Months Starter
Billed Quarterly
₹899
  • ✓ Up to 5 Collection Desks
  • ✓ Invoice Recovery Queue routing
  • ✓ Automated Callback reminders
  • ✓ WhatsApp API integration
  • ✓ Basic Recovery Analytics
Start Free Trial
MOST POPULAR
6 Months Expansion
Billed Half-Yearly
₹699
  • ✓ Up to 15 Collection Desks
  • ✓ Smart Round-Robin Allotment
  • ✓ Unified WhatsApp Team Inbox
  • ✓ Multi-Branch Role segregation
  • ✓ Advanced Recovery Metrics
  • ✓ Unlimited Call Recordings
Start Free Trial
12 Months Enterprise
Billed Yearly
₹599
  • ✓ Unlimited Collection Desks
  • ✓ Customized recovery allotment rules
  • ✓ Dedicated Priority Servers
  • ✓ Custom CRM Database field configs
  • ✓ Consolidated multi-entity billing logs
  • ✓ Dedicated Success Manager
Start Free Trial
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"A robust congratulations to the team for a job well done. They've worked closely with us throughout the process, staying on task, on target, and on budget."

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Transform your invoice recovery workflows today

Join dozens of high-growth businesses scaling their payment collections without rigid databases. Request a personalized billing demo or start a 14-day trial.

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Common Inquiries

Frequently Asked
Questions

Find answers to common technical, functional, and billing inquiries regarding Epoq Connect.

Epoq Connect is a modular, highly customizable CRM platform designed to unify customer billing lists, automate outstanding invoice recovery alerts (WhatsApp, email, SMS), and route collection tasks using smart queues.
Yes! Epoq Connect integrates seamlessly with Tally ERP, accounting platforms, and payment gateways, enabling automatic invoice import and real-time ledger synchronization.
Absolutely. You can define custom rules to trigger WhatsApp, SMS, or email reminders based on due dates, payment stages, or time elapsed since past due.
Yes, Epoq Connect is built with bank-grade security protocols. Its modular architecture allows you to create custom fields, design custom layouts, and configure role-based permissions without any database constraints.
Get in Touch

Epoq Zero LLP Office Address

We assist scaling organizations in deploying bespoke software pipelines on time and under budget. Let's build your unified payment recovery and collections workspace.

Kailas Nagar, Palliyil Road, Kottapuram, West Fort, Thrissur, Kerala, 680004, India

Direct Callback Desks

(+91) 8606207307 (+91) 8078495140 (+91) 7560931829

Institutional Desk

info@epoqzero.com