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About TanServ

Company caters to services in the niche area of Working Capital Optimization and works with clients to manage the leakages in Working Capital Value Chain. The company has a commitment to ensure that the receivables in the B2B scenario are serviced on time. Prepping up the customer days before the due date and tracking the progress on the payment are critical. Proper reporting on the portfolios and planning for collections is an important aspect of their business.



Data imported


Portfolio Amount


Portfolios collected


Number of users

Modules Used

  • Contact Management
  • Business Process Automation
  • Auto-assignment rules
  • Dynamic access control
  • Analytics and Reportings
  • Bulk data import and export
  • Print Templates
  • Emails, templates and notifications
  • Analytics and Reporting

Challenges faced by the Company

Data inconsistencies due to manual processes
Limited control on data quality
Issues in Ageing Analysis on Invoices
Lack of reporting and client-wise data analysis
No single repository for Client and Customer contact details
No option for tracking collections process in real-time, based on Agent activities
Limited control on collection agents in the field
No history of activities performed on an Invoice since portfolio assignment

Virtuos Approach

Virtuos implemented Creatio Sales Team for the company to automate their complete Accounts Receivables (AR) process end-to-end. Keeping up with the completely new kind of requirements, Virtuos took the Agile implementation approach. Changes were implemented on the fly based on the feedback received. Virtuos leveraged the robust BPM capabilities of Creatio and implemented 98% of the functionalities with no coding, utilizing the drag and drop features provided by Creatio, combined with Virtuos’ Solution Design capabilities.

Features like Invoice auto-assignment, Call Back notifications, Bulk import and bulk updates drastically reduced the time taken by Agents on menial daily tasks. Reports provided by Virtuos give a transparent view of the complete portfolios, agent performance and bottlenecks.


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