Hi everyone,

We run a professional B2B debt collection agency helping businesses recover outstanding invoices efficiently. We’re exploring ways to optimize Freshdesk for managing debt recovery cases—from tracking overdue payments to automating follow-ups and integrating legal escalation workflows.

Has anyone here successfully customized Freshdesk (or any Freshworks tool) for debt collection services? We’re particularly interested in:

• Automating follow-ups based on due dates

• Managing multiple case files per client

• Integrating payment portals for faster settlements

Any insights or best practices would be greatly appreciated! Also, if you're interested in professional debt collection solutions for businesses, feel free to check out Wagner Inkassoservice.

Thanks in advance!