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Reclaim

Smart Escalation

Know When to Push, When to Pause

Not every overdue invoice needs a demand letter. Reclaim's smart escalation knows the difference.

Smart Escalation
Recovery Sequences

Intelligent Recovery Workflows

Every overdue invoice triggers a tailored recovery sequence. Gentle for loyal customers. Firm when needed. Fully automated.

Gentle Reminder

Day 1-3

A friendly nudge via email — "Your invoice is due." Includes a one-click payment link. Perfect for loyal customers with a clean payment history.

42% paid within 24 hours

Follow-Up

Day 7-10

A firmer reminder with updated balance and late fee if applicable. Includes direct link to customer portal. Escalates tone without damaging the relationship.

2x more likely to pay than no follow-up

Final Notice

Day 14+

Final demand with clear consequences. Escalated to collections if unresolved. Only triggered for chronic late-payers or high-risk accounts.

89% recovery rate with smart escalation
How It Works

From Invoice to Revenue — in Seconds

Four steps. Zero friction. AOV lift on autopilot.

1
Step 1

Customer segmentation

Reclaim analyzes payment history and segments customers.

2
Step 2

Tailored sequences

Gentle for loyal customers. Firm for chronic late-payers.

3
Step 3

Escalation when needed

Automatic progression through the sequence based on response.

The Problem

The real cost of leaving revenue on the table

One-size-fits-all dunning damages relationships with good customers who just forgot to pay.

$0 revenue per invoice

Every invoice PDF you send today earns $0. At 85% open rates, you're broadcasting to a captive audience — with no way to convert them.

85% average invoice open rate — your most valuable unused asset

Every document earns

Imprint transforms your existing document volume into a revenue stream. Each invoice, receipt, and estimate becomes a checkout extension with zero marginal cost.

37.8%

Avg. upsell conversion

28%

Avg. AOV lift

The Solution

How the Transactional Intelligence Platform solves this

Reclaim segments customers by payment history. Loyal customers get gentle reminders. Chronic late-payers get firmer sequences. Each escalation is timed and toned perfectly.

One-click checkout 28% AOV lift Real-time ERP sync
Platform Performance Metrics

By the Numbers

Real data from businesses using the Transactional Intelligence Platform.

Higher customer satisfaction
Retention
More invoices collected
Recovery
AI-driven segmentation
Intelligence
Integrations

Works with the tools you already use

Connect in 2 minutes. No migration. No data export. Just sync and go.

QuickBooks
Xero
Salesforce
Zoho
HubSpot
Custom RESTful API
Intelligence & Analytics

Beyond Revenue — Business Intelligence

Smart Escalation learns from every interaction — which customers respond to gentle nudges, which need firmer follow-ups, and what timing maximizes payment without damaging relationships.

Customer Health Scoring

Each customer gets a payment health score based on history. Know who to prioritize and how.

Escalation Effectiveness

Compare recovery rates across escalation paths. Optimize your sequence for maximum results with minimum friction.

Relationship Impact Tracking

Monitor customer satisfaction alongside recovery. Ensure you're collecting without burning bridges.

Start escalating smarter

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