As a business owner, I love how Kolleno is not just a financial process automation platform for my finance team to stay on top of payments and daily processes, but also a great client relationship management tool. It was very straightforward to get everyone in the business to adopt the software and start making use of all the features straight away from implementation. We use it across all teams as a CRM for financial communications and whenever there is a new development in our clients sales or deals context, I can be sure that everyone can see that in Kolleno’s notes / payments / communications log and stay on the same page. The custom reports are also a great time saver for me whenever I want to get instant visibility in where do we stand in terms of payments, cash, revenues this month and as I travel often for the content creation for my media business - its very convenient to have this information available via mobile application.

We use Kolleno for managing all the receivables and payments from our clients, who are health institutions and pharmacies. There are a few nuances that we wanted to incorporate into our receivables workflows and it was importatn to have an ability to enable different team members accesses to different acounts. So it was particularly useful to have the high level of customisation when it comes to setting up your processes within Kolleno software, and appreciate the quick response times from Kolleno customer support team to assist us with any settings. Also the gocardless integration was particularly useful for us, since we could easily set up the direct debit for our saas subscription clients.

I've recently started using Kolleno to simplify and gain visibility into all the financial communications. I loved how simple it was to implement and how the account was set and ready to run within the few minutes. I use it now as my main communication tool to stay on top of what is going with our projects and keeping track of all the financial context.