Boost your cash flow: automated SMS payment reminders
Swiftask links your financial data to Salesmsg to send personalized SMS reminders to your clients. Get paid faster, with no manual effort.
Result:
Drastically reduce your payment delays and free up your finance team's time.
AI Agents
salesmsg
Connector salesmsg · Secure OAuth 2.0
Manual collection is expensive and inefficient
Sending payment reminders manually is a tedious, low-impact task. Emails are often ignored, and phone calls are time-consuming. This manual process causes cash flow delays and unnecessary operational overhead for your team.
Main negative impacts:
Extended payment delays
Emails often hit spam folders or get lost. Lack of responsiveness directly impacts your cash flow.
Operational burden
Your team spends valuable time checking overdue invoices and writing individual follow-up messages.
Strained client relationships
Manual follow-ups can feel aggressive or impersonal if they aren't timed perfectly.
Swiftask automates your collections via Salesmsg. Schedule intelligent SMS reminders that trigger as soon as an invoice is due, ensuring high open rates and quick payment.
BEFORE / AFTER
What changes with Swiftask
Before automation
A staff member checks a list of overdue invoices daily, writes individual emails, and waits for replies. It's slow, error-prone, and struggles with high volumes.
With Swiftask + Salesmsg
As soon as an invoice status changes to 'overdue', a Swiftask AI agent instantly triggers a personalized SMS via Salesmsg. The client receives a clear, professional message on their phone.
Deploy your collection system in 4 steps
1
STEP 1 : Define your trigger criteria
Configure trigger conditions in Swiftask: days past due, customer segment, amount owed.
2
STEP 2 : Connect Salesmsg to your workflow
Add Salesmsg as your preferred communication channel. Swiftask handles authentication and routing.
3
STEP 3 : Personalize the SMS content
Use dynamic templates to include customer names, amounts, and direct payment links.
4
STEP 4 : Launch your automation securely
Activate the AI agent. It monitors your invoices in real-time and sends reminders without human intervention.
Advanced features for your reminders
The agent analyzes customer history and invoice amounts to adjust the tone and frequency of reminders.
- Target connector: The agent performs the right actions in salesmsg based on event context.
- Automated actions: Personalized SMS sending, mailing list management, scheduled tiered follow-ups, payment link integration, full interaction logging.
- Native governance: Every SMS sent via Salesmsg is synced into Swiftask for centralized tracking.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-salesmsg@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Why choose Swiftask for SMS collections
Higher open rates
SMS has a 98% open rate. Your reminders are seen and acted upon much faster than emails.
Zero manual intervention
Once configured, the system runs itself. Your team focuses on higher-value tasks.
Improved DSO
By automating immediate follow-ups, you mechanically reduce your Days Sales Outstanding (DSO).
Intelligent personalization
AI adapts the message to the context, strengthening the client relationship.
Audit and compliance
Maintain a record of every reminder sent for transparent accounting management.
Security and reliability
Swiftask applies enterprise-grade security standards for your salesmsg automations.
- Secure API: Encrypted connection between Swiftask and Salesmsg.
- Access control: Control who can configure follow-up rules.
- GDPR compliance: Respectful management of customer contact data.
- Scalability: Handle thousands of reminders without latency.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on financial performance
| Metric | Before | After |
|---|---|---|
| Reduction in delays | 30+ days | 15 days |
| Admin time | 5 hours/week | 0 hours |
| Response rate | Low (email) | High (SMS) |
Take action with salesmsg
Drastically reduce your payment delays and free up your finance team's time.