CHASIVO FOR SALES TEAMS

Turn closed deals into collected revenue. Invoice chasing for sales teams.

Invoice chasing for sales teams closes the loop between booking and banking. See payment risk per account, automate collection, watch closed revenue actually convert.

Start free

Sales performance is measured in bookings. Cash position is measured in collections.

For sales-driven organisations, the gap between closed and collected is not just a finance problem. The sales rep has the strongest relationship with the customer. They know the context of the deal, the customer’s situation, and the right way to communicate. But they have no visibility into payment status, no systematic follow-up process, and no data on whether the customer is historically reliable or frequently late.

Finance handles the follow-up, but finance doesn’t have the relationship. The result is either generic reminders that get ignored or escalation that damages the customer relationship the sales team worked to build.

Chasivo bridges this gap. Both sales and finance see the same customer data, the same risk scores, the same conversation history. AI drafts follow-ups calibrated to the customer’s payment behaviour and escalation stage. When a sales rep needs to nudge a customer, the context is already there. When finance needs to escalate, the full history is visible.

HOW CHASIVO FILLS THE VOID

Disconnected collection versus shared visibility.

Without Chasivo

With Chasivo

Sales closes the deal and moves on. Payment status is invisible until someone flags a problem.

Risk scoring flags at-risk invoices before the due date. Sales can see which deals are at collection risk.

Finance sends generic reminders that the customer may not recognise or respond to.

Follow-ups send from the business’s own Gmail via OAuth. The customer sees a familiar sender.

Sales learns an invoice is overdue only when the customer complains or finance escalates.

Unified inbox shows every follow-up, reply, and risk flag per customer. Sales and finance see the same data.

No data on which customers are historically slow payers before the deal closes.

Customer profiles track payment reliability, average days to pay, and historical late frequency.

Follow-up tone and timing are disconnected from the sales relationship.

AI drafts adjust tone based on the customer’s payment history and escalation stage, not a generic template.

Commission and revenue targets are affected by collection delays that sales has no control over.

Sales can intervene early on at-risk invoices while the relationship is still warm, rather than after escalation.

CAPABILITIES

What Chasivo provides for sales-driven organisations.

AI follow-up drafts

Each draft references the specific invoice number, amount, and due date. Tone adjusts based on escalation stage and customer history. On Autopilot, follow-ups send automatically. On Copilot, they queue for review. Sales and finance can both see and act on queued drafts.

Native inbox delivery

Follow-ups send from the business’s own Gmail address via OAuth. The customer sees a familiar sender, not a platform domain. This preserves the sales relationship. Replies return to the business inbox where both sales and finance can see them.

Per-invoice risk scoring

Each invoice receives a 0 to 100 risk score before the due date, calculated from the customer’s payment history. Sales reps can see which of their closed deals are at risk of going late before it happens, not after. Batch analysis covers up to 10 invoices at once.

Customer payment profiling

AI analyses each customer’s invoice history to produce a behavioural profile: average days to pay, preferred payment day, seasonal risk windows, warmth score (1 to 10), and reliability rating. Sales reps get data on customer payment reliability before the next deal closes.

Unified inbox (Beta for teams)

All customer communications consolidated in a single view. Every follow-up, reply, draft, risk score, and invoice status is visible to every team member with access. Sales sees what finance has sent. Finance sees the sales context. No information gaps between teams.

Five report types

Predictive Inflow, Customer Payment Health, AI Performance, AR Aging, and Year-End Income. All exportable as PDF or CSV. Customer Payment Health is particularly relevant for sales teams evaluating which accounts have collection risk attached to their pipeline.

CHASING AUTOMATION

Three modes of automation, configurable per customer.

Autopilot drafts and sends follow-ups automatically based on the customer’s payment history and escalation stage. Appropriate for established customers with predictable patterns, where manual review on every email adds overhead without adding judgment.

Copilot drafts the follow-up and holds it for review. Nothing sends without explicit approval. Appropriate for new customers, large outstanding balances, or relationships where the tone of each communication matters.

Manual keeps risk scoring and profiling active but disables all AI-generated communication. Appropriate for customers where all correspondence is handled directly by a specific person.

Set a default at the account level. Override per customer as needed. Individual invoices can be paused independently — the customer’s remaining invoices continue under their assigned mode. When a paused invoice resumes, the follow-up sequence picks up at the correct escalation stage based on prior activity, rather than restarting from the beginning.

TEAM ACCESS (BETA)

Built for teams where both sales and finance need AR visibility.

Chasivo supports multi-member access with role-based permissions. Admins manage settings, automation configuration, and team structure. Members handle customers, invoices, and follow-ups. Both roles have full access to the unified inbox, customer profiles, and risk data.

View-only access is available for team members who need visibility into customer payment status and risk scores without permission to send follow-ups or modify settings. This is relevant for sales reps who need to monitor their accounts without managing the collection workflow directly.

CRM integrations (HubSpot, Pipedrive, Zoho CRM, Streak, folk) are on the roadmap. Today, customer data can be imported via CSV or Excel.

Questions & answers

Because commission depends on collected revenue, not closed deals. If your customers pay late or not at all, your numbers look different. Chasivo gives you visibility into which invoices are at risk before they go overdue, so you can flag problems to finance or nudge the customer yourself — while the relationship is still warm.

On Business ($69/month), up to 5 members with Admin/Member roles. Sales can see their customers’ payment status and risk scores. Finance can manage the full follow-up workflow. Everyone sees the same conversation history and AI drafts.

Not yet. CRM integrations (HubSpot, Pipedrive, Zoho CRM, Streak, folk) are on the roadmap. Today, customer data lives in Chasivo and you can import via CSV or Excel.

How does invoice chasing for sales teams close the booking-to-banking loop? Chasivo drafts follow-ups that each rep approves and sends from their own Gmail. The customer sees the same rep they negotiated with. Invoice chasing for sales teams keeps the relationship, not just the collection.

Why does invoice chasing for sales teams need rep-level visibility? Because commission calculations depend on collected revenue, not booked revenue. Invoice chasing for sales teams gives each rep a view of what is at risk and what has landed, so quota conversations use real numbers.

Try Chasivo now.