TheStudio@7zz developed a custom CRM tailored specifically for debt collection agencies. The system centralizes debtor data, automates collector workflows, and provides administrators with powerful tools for onboarding, compliance, and team management. Built with a focus on speed, clarity, and operational efficiency, the CRM replaces outdated spreadsheets and fragmented tools with a single, unified platform

The Challenge

Work Smarter. Collect Faster.

Debt collection agencies often rely on a mix of spreadsheets, manual reminders, disconnected dialer systems, and inconsistent documentation. This leads to:

• Missed follow-ups
• Poor tracking of payments and promises
• Compliance risks
• Inefficient collector workflow
• Difficulty onboarding new employees
• No unified audit trail

The goal was to build a modern CRM that solves all of these issues while remaining simple enough for collectors to use daily.

The Solution

A fully custom CRM designed around real collector workflows, featuring task automation, debtor management, payment tools, admin controls, and deep search capabilities. Every action is logged for compliance, and the interface is optimized for speed and clarity.

Key Features

1. Collector Dashboard - gives collectors a clear, actionable view of their day.
   • Tasks assigned to the logged-in collector
   • Upcoming due payments
   • Upcoming due payments
   • One-click actions to reassign tasks, change priority, update status, add notes, or adjust due dates
2. Debtor Dashboard - a view of all assigned debtors with
   • Fast search
   • Quick navigation between debtor's full profiles
   • Clean, sortable table layout
3. Debtor Profile - a comprehensive view of the debtor, including
   • Personal & Debt Information
   • Outstanding tasks related to the debtor
   • Add, update, and review notes with timestamps
   • Create, edit, and track structured payment plans
   • Create custom data fields for unique agency needs
   • Upload and review documents, letters, agreements, and more
   • Generate pre-templated letters directly from the debtor profile
   • Every action - notes, edits, payments, tasks - is logged for compliance.
4. Take payments
   • Configurable integrated payment system options
5. General To-Do System
   • Create and manage tasks not tied to a specific debtor
   • Stay organized beyond debtor-specific work
6. Global Search Toolbar
   • A universal search bar across all screens. Search by:
   • Partial SSN
   • Partial phone number
   • Partial address
   • Name fragments
   • Any keyword
   • Dramatically speeds up navigation in high-volume environments
7. Fast and flexible new portfolio onboarding
   • Upload CSV files of new debtors
   • Map each column to field
   • Validate data before import
   • Bulk-assign debtors to a collector in one click
   • Perfect for distributing large portfolios evenly

Business Impact

The CRM transforms how agencies operate by:

• Reducing missed follow-ups
• Improving compliance with full audit trails
• Speeding up collector workflows
• Centralizing all debtor information
• Automating repetitive tasks
• Simplifying onboarding of new portfolios
• Integrating with autodialer systems for faster outreach
• Agencies gain a modern, efficient, and scalable system tailored to their exact needs

This is a flagship example of our ability to design, engineer, and deliver full-scale business systems. It blends clean UI, deep functionality, and real-world workflow design into a product that solves meaningful operational problems for debt collection teams.