CollectCRM — Get Paid Faster. Payment Follow-up CRM for ₹999 Lifetime

Is Your Money Stuck With Customers Right Now?

Sound familiar?

Without CollectCRM

✕Dues tracked in a diary, Excel or Tally — and nobody knows the real total
✕Forgetting to follow up until a payment is 60, 90 days late
✕Typing the same reminder message on WhatsApp again and again
✕Partial payments mixed up — which invoice is still open?
✕"I'll pay on Monday" promises that are never checked
✕Customer phone numbers and balances sitting on someone else's cloud

With CollectCRM

✓One dashboard: total outstanding, overdue and collected this month
✓A "Today" list picks exactly who to follow up with — automatically
✓Polite, firm and final WhatsApp reminders with invoice details filled in
✓Partial payments settle the right invoices; every customer has a clear ledger
✓Promises to pay are tracked — and flagged the moment they're broken
✓Everything stays private on your own device. One flat ₹999.

Everything You Need To Collect Every Rupee — Privately

What's included with your ₹999 lifetime access

📊

Payment Dashboard

Total outstanding, overdue and collected amounts, a 6-month collections chart, days sales outstanding and your top overdue customers.

📒

Customer-wise Ledger

Amount due, due dates, partial payments and full payment history per customer, with a running statement you can print or save as PDF.

🔔

Today's Follow-up List

Automatically finds customers who need attention: due today, overdue and not contacted, promise date reached or broken, follow-ups you scheduled.

💬

WhatsApp Reminder Generator

Friendly, polite, firm and final-reminder messages with customer, invoice, amount and payment link filled in. One click opens WhatsApp ready to send.

⏳

Payment Ageing

Outstanding split into 0–7, 8–30, 31–60 and 60+ days overdue — customer-wise or invoice-wise, with export.

📱

Payment Links & UPI QR

Save your Razorpay or any payment link per customer or invoice. Create a UPI QR with the exact amount — scan with any UPI app.

📥

Import From Excel

Bring in customers and outstanding invoices in one go. Recognises common headings, including Tally "Bills Receivable" exports. Undo any import.

📑

Reports in Excel or CSV

Outstanding customer-wise and invoice-wise, collections, follow-up activity and promises to pay — ready for your CA, partners or bank.

🤝

Promise-to-Pay Tracking

Log calls and promises. CollectCRM marks a promise kept when the money arrives, and puts the customer back on your list if it doesn't.

See How It Works, Day To Day

Real screens from the app

🔔 TODAY'S FOLLOW-UPS

Open the app. Know exactly who to chase.

CollectCRM ranks your customers by urgency every morning — broken promises first, then dues today and long-overdue accounts nobody has called.

✓Reasons shown for every customer, so you know what to say
✓Call, log the outcome and set the next follow-up date
✓Snooze a customer for a few days with one click
✓"WhatsApp run" sends reminders to the whole list, one by one

💬 WHATSAPP REMINDERS

The right message, written for you

Pick polite, firm or final — CollectCRM fills in the customer name, invoice numbers, amounts, days overdue and your payment link. Edit if you like, then WhatsApp opens with it ready.

✓Suggests the right tone based on how late the payment is
✓Edit templates or create your own, in any language
✓Every reminder is logged in the customer's history
✓Thank-you message after a payment, in one click

📒 CUSTOMER LEDGER

Partial payments, finally sorted

Record any amount. CollectCRM settles the right invoice first, then the oldest dues, and keeps anything extra as advance. Every customer gets a clean ledger and statement.

✓Invoice-wise balance, paid amount and status
✓Running statement — print or save as PDF
✓Credit limit warnings and risk grade per customer
✓Average days-to-pay for every customer

⏳ PAYMENT AGEING

See how old your money is

Outstanding split into 0–7, 8–30, 31–60 and 60+ days overdue. Click a bucket to see who's in it, then send reminders straight from the report.

✓Customer-wise and invoice-wise views
✓Download as Excel or CSV
✓Days sales outstanding and collection rate on the dashboard

📱 UPI QR & PAYMENT LINKS

Make paying you effortless

Add your UPI ID once. Create a QR with the exact amount for any customer or invoice, or attach your Razorpay / payment link to every reminder.

✓Works with GPay, PhonePe, Paytm and every UPI app
✓Payment link per customer or per invoice
✓Download the QR to share on WhatsApp

📥 IMPORT FROM EXCEL

Start in minutes, not days

Drop in your Excel or Tally outstanding list. CollectCRM matches the columns for you, creates customers and invoices, and shows a preview before anything is saved.

✓Invoices, customers with opening balance, or past payments
✓Dates in any common format
✓Skipped-row report and one-click undo

Your Customers' Data Belongs To You.

Private. Local. Secured.

Most tools store your customers and their dues on their servers. CollectCRM does the opposite:

💻Your deviceCustomers, invoices & payments are saved here

🔒

☁️Cloud & our serversYour business data never goes here

🔒

Stored only on your device

Customers, invoices, payments and follow-up history live in your own browser on your own computer. There is no cloud copy.

🚫

Nothing is uploaded

No phone numbers, balances or invoices are ever sent to our servers. Only your licence key is checked online.

🛡️

Nothing central to breach

With no central database holding every customer's dues, there is no central place for your data to leak from.

🔑

Only you hold the key

It opens on your activated device with your licence key, and you can add a PIN lock. Your data is never shared or sold — we simply never have it.

💾 Always safe: CollectCRM automatically backs up to a folder you choose on your computer, free. Cleared your browser or changed computer? Just click "Restore from backup folder". You can also download a backup file anytime.

Built For Businesses That Sell On Credit

If customers pay you later, CollectCRM is for you

🏭 Manufacturers
🚚 Distributors & Wholesalers
🏪 Traders & Retailers
🧱 Building Material Suppliers
💊 Pharma Distributors
🧑‍💼 CA & Consultants
🎨 Agencies & Freelancers
🏫 Coaching & Schools
🔧 Service Providers

Built By Finbite

The team behind TotalCRM

Deep Shah

Founder, Finbite — Automation & Business Growth Specialist

Finbite has helped businesses automate lead capture, follow-ups and sales pipelines. CollectCRM takes the part that hurts most — getting paid — and puts it into one simple, affordable tool that keeps every customer's data private on your own device.

Mission: Help every small business get paid on time, without awkward chasing and without handing over their customer data.

Invoice→Track→Remind→Collect→Get Paid

One Price. Everything Included. Forever.

No monthly fees · No renewal

Launch Offer

Regular Price ₹24,999/year

₹999

One-Time · Lifetime Access

✓Private — your data stays on your own device
✓Payment dashboard & customer-wise ledger
✓Today's follow-up list, built automatically
✓WhatsApp reminder generator & editable templates
✓Payment ageing: 0–7, 8–30, 31–60, 60+ days
✓Payment links & UPI QR codes
✓Excel / CSV import and reports
✓Free automatic backup to a folder on your computer
✓Works offline on Windows & Mac — nothing to install

Pay once, own it for life. Secure checkout by Razorpay.

Frequently Asked Questions

Everything you need to know

Is ₹999 really a one-time payment?

Yes. During this launch offer, ₹999 gets you lifetime access — no monthly or yearly renewal fees.

Where is my data stored? Is it really private?

Your data is saved inside your own browser's storage on your own device. Customers, invoices, payments and follow-up history are never uploaded to our servers. The only thing that goes online is a check that your licence key is valid.

What if I clear my browser data or change my computer?

CollectCRM automatically backs up to a folder you choose on your computer (for example D:\CollectCRM Backups). Click "Restore from backup folder" and everything comes back. You can also download a backup file at any time and restore it on another computer.

Does it send WhatsApp messages automatically?

CollectCRM writes the message and opens WhatsApp (app or WhatsApp Web) with it ready — you press send. Nothing is sent without you, and no WhatsApp API or monthly charges are needed.

Can I import my existing outstanding list?

Yes. Import customers and outstanding invoices from Excel or CSV, including Tally "Bills Receivable" exports. CollectCRM matches the columns and shows a preview before saving.

Does it handle partial payments?

Yes. Record any amount — it settles the invoice you choose first, then the oldest dues, and keeps any extra as advance. Each customer's ledger shows exactly what's paid and what's left.

Do I need to install anything?

No. Open CollectCRM in Google Chrome or Microsoft Edge on Windows or Mac and activate it with your licence key. You can add it to your desktop as an app for one-click launch, and it keeps working offline.

Can I use it on more than one device?

CollectCRM is built for the business owner on their own device — that's what keeps it private. Your key works on a limited number of devices, you can free one up and move to another, and you can carry your data across with backup & restore. It is not designed for shared team logins.

Does it create GST invoices?

CollectCRM is focused on collections: you record the invoices you've already raised (or import them) and it tracks, reminds and collects. If you also need GST invoicing, leads and pipelines, take a look at TotalCRM by Finbite.

What is your refund policy?

Since ₹999 unlocks full lifetime access the moment you join — not a trial or a subscription — we're unable to offer refunds once purchased. If you have questions or need help getting set up, just reach out and we'll make sure you get the most out of CollectCRM.

Stop Losing Money To Forgotten Follow-ups. Get Paid Faster — For ₹999, Once.

Launch Offer

Payment Collection CRM for ₹24,999/yr ₹999 ONE-TIME

🔒 Private by designYour data stays on your device