Bulk Case Allocation
Upload lakhs of cases and allocate by bucket, DPD, pincode or language in minutes.
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Allocate cases, automate follow-ups, send payment links and collect faster. Sukam Apps CRM gives debt collection agencies, NBFCs and loan recovery teams across India one system for telecalling, call recordings, missed payment alerts, SMS and WhatsApp payment links, field recovery and client MIS.
Collection is a volume game. When allocation, calling and follow-up run on Excel and personal phones, promises break and money stays uncollected.
From allocation file to recovered amount, every step is tracked.
Import allocation files from banks and NBFCs with bucket, DPD and amount.
Auto-allocate cases to telecallers and field agents by bucket, pincode or language.
Dialer calling with recording, disposition codes and next action.
Send payment links and reminders on WhatsApp and SMS. Update receipts.
Daily MIS by client, bucket and agent. Recovery vs target in real time.
Built for third-party agencies and in-house collection teams.
Upload lakhs of cases and allocate by bucket, DPD, pincode or language in minutes.
Standard codes like RTP, PTP, callback, wrong number. PTP date and amount tracked for every case.
Agents call from the CRM or Mobile App For Telecaller. Every call recorded for quality and disputes.
Send payment links on WhatsApp and SMS, record part-payments and settlements.
Field agents get their visit list with GPS check-in, photos and visit outcome.
Track settlement approvals, legal notices and hard recovery stages case by case.
Recorded calls, role-based data access and activity logs to support fair practice guidelines.
Daily and monthly MIS for each bank or NBFC client, agent productivity and recovery rate.
Sukam Apps CRM connects with Sukam Cloud IVR and our Call Center Solution for high-volume dialing, sends bulk SMS and WhatsApp reminders, and uses Saaransh AI Business Insights to review agent calls for tone and script, so quality teams do not have to listen to every recording.
Recovery rates improve when no follow-up is missed and paying takes one tap. Sukam Apps CRM automates both, with a recorded trail of every call for compliance.
Every case followed up on time. Follow-up tasks are created automatically from each disposition, callback and PTP date, so agents start the day with a prioritised call list instead of an Excel sheet.
Broken promises caught the same day. Get instant alerts when a PTP date passes without payment or an EMI is missed, and move the case to the next follow-up or field visit automatically.
Make paying the easy option. Send payment gateway and UPI links by SMS and the official WhatsApp Business API, with automatic receipts and payment status updated against the case.
Every call logged and recorded. The Sukam Telecaller App records agent calls made from mobile SIMs, logs call duration and disposition, and syncs everything to the CRM for quality checks and disputes.
CRM, calling, WhatsApp and accounting on one platform. No copy-paste between five different apps.
It manages the complete collection cycle: allocation of cases, calling, dispositions, promises to pay, payment links, field visits and MIS for every client, in one system.
Yes. You can bulk import allocation files with account details, bucket, DPD and amount, and allocate cases automatically to agents.
Yes. Calls made through Sukam Cloud IVR, the Call Center Solution or the Mobile App For Telecaller are recorded and linked to the case.
Yes. Payment reminders, links and receipts can be sent on WhatsApp and SMS, individually or in bulk.
Every PTP is saved with date and amount. Agents get a reminder on the due date and the case moves automatically based on payment status.
Yes. Access is role-based, so agents see only their allocated cases, and every action is logged.
Yes. Book a free demo and we will show the complete collection flow with sample allocation data.
Yes. When a promise-to-pay date passes without payment or an EMI is missed, the CRM alerts the assigned agent and supervisor and automatically creates the next follow-up task or field visit.
Yes. With the Sukam Telecaller App, calls made from agents’ mobile SIMs are recorded and logged with duration and disposition, and synced to the CRM for quality checks and dispute resolution.
Yes. Sukam Apps CRM is cloud-based, and we onboard, train and support collection agencies, NBFCs and loan recovery teams across India online and over the phone, from our head office in Jalandhar, Punjab.
Yes. Sukam Apps is a ready-to-use collections CRM, so small agencies and in-house recovery teams can go live in a few days without custom development, and grow into more agents and cases later.
Yes. Field agents use the mobile app for visit check-ins and case updates, and managers see the progress of every case in the CRM.
See how collection agencies and NBFCs run allocation, calling and field recovery on Sukam Apps CRM.