Workflow Customization: Tailor collection workflows, communication schedules, and escalation processes.
Communication Templates: Customize email, SMS, and other messaging to align with your brand.
Data Fields: Add or modify fields for specific business data tracking.
Integrations: Ability to integrate with multiple third-party systems such as accounting software, CRM, and payment processors.
Automation Rules: Set custom triggers for actions based on payment status, aging, or customer behavior.
Reporting & Analytics: Customize dashboards and reports to track KPIs relevant to your business.
Training
Onboarding and Training:
Kolleno provides comprehensive onboarding sessions to help new users understand how to utilize the platform effectively. This often includes live training sessions, webinars, and detailed user guides tailored to different roles within your organization.
Documentation and Resources:
Users have access to extensive online documentation, FAQs, and tutorials to facilitate self-paced learning.
Customer Support:
Kolleno offers support via multiple channels, including email, phone, and chat (depending on your support plan). Support teams assist with setup, troubleshooting, and best practices.
Ongoing Support:
Many plans include dedicated account managers or customer success teams who provide regular check-ins, training updates, and strategic advice to optimize the use of the platform.
Training Sessions:
Additional training sessions for new features or advanced workflows are often available upon request.
Kolleno typically releases updates regularly, often on a monthly or quarterly basis. These updates can include feature enhancements, bug fixes, security patches, and performance improvements.
Management of Updates:
Major updates are usually planned and communicated ahead of time.
Minor updates and patches are often automatic or require minimal user intervention.
Users might have controls over update schedules or maintenance windows to minimize disruption.
Change Log & Communication:
Kolleno generally provides release notes detailing new features, fixes, and changes, accessible via their platform or through email updates.
Continuous Improvement:
The platform follows a continuous improvement philosophy, regularly soliciting user feedback and updating accordingly.
Scaling Up / Down
Flexible Scaling:
Kolleno typically offers flexible plans that can be scaled up or down based on your organizational needs.
You can increase or decrease user licenses, volume limits, or feature access with short notice.
Changes in subscription tiers usually involve a notification process and are billed accordingly.
Adjustment Procedures:
Usually, scaling is handled through the customer portal or by contacting sales/support.
Some plans may require a formal amendment to the contract for significant changes.
Pricing Impacts:
Any adjustments may affect your monthly fees directly, with specific costs depending on the level of scale.
Compliance
GDPR (General Data Protection Regulation):
Ensuring data privacy and user rights for customers in the European Union and other regions with similar standards.
ISO Standards:
Potential ISO certifications for information security management (e.g., ISO 27001), which demonstrate robust security practices (this would need confirmation from Kolleno’s current certifications).
Data Security & Privacy:
Implementing GDPR-compliant data handling, encryption, and access controls.
Other Standards:
Depending on their policies and client requirements, they might adhere to other standards such as SOC 2 or PCI DSS if payment processing or sensitive financial data are involved (typically relevant for payment integrations).
