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A CRM Built for Credit Control,
Not Just Sales

Prevent Bad Debt Before It Happens

Built from a credit control perspective, our system helps you reduce outstanding debt, improve cash flow, and stay in complete control of your customer ledger.

See It in Action Learn More

The Challenge of Unpaid Invoices

Holding unpaid invoices destroys cash flow and threatens business stability. Most CRMs are built for sales—not debt prevention.

£
Lost to Bad Debt
Wasted on Manual Chasing
📉
Cash Flow Problems

How RS&O CRM Prevents Debt

Built around one question: "If I'm holding an unpaid invoice today, how could I have prevented this?"

🎯

Intelligent Prioritization

The system guides credit control teams step by step on what needs addressing first, highlighting priorities and ensuring nothing important is overlooked.

  • Proactive workflow, not reactive chasing
  • Automated task prioritization
  • Smart action recommendations
📊

Live Credit Monitoring

Integrated with credit score agencies for real-time monitoring of customer financial health, director changes, CCJs, and insolvency risks.

  • Automatic credit score alerts
  • Director change notifications
  • Early insolvency warnings

Everything You Need

Complete credit control and customer management platform designed for financial teams

📞

Call Notes & Scheduling

Full history of all interactions with built-in scheduling and reminders to ensure nothing slips through the cracks.

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Transaction Import

Import from Sage, Xero, Excel, and bespoke systems. Central customer ledger with full transaction history.

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Risk Intelligence

Deep integration with credit risk data ensures you're notified before problems escalate.

📈

Full Dashboards

Comprehensive reporting and analytics to track performance, aged debt, and cash flow trends.

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Record Keeping

Complete transparency and accountability with full audit trail of all actions and communications.

Scalable Platform

Grows with your business—from credit control to full CRM with sales orders and stock management.

Platform Demonstration

See how RS&O CRM transforms credit control

Built for Financial Professionals

Designed for credit controllers, finance teams, and business owners who need complete control

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Credit Controllers

Prioritized workflows, automated reminders, and intelligent task management

🏢

Finance Teams

Complete visibility, reporting, and control over customer accounts

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Business Owners

Protect cash flow and prevent bad debt with proactive monitoring

Ready to Take Control of Your Ledger?

See how RS&O CRM can transform your credit control process and protect your cash flow.

No Long-Term Contracts
Flexible, month-to-month pricing
Full Support Included
Dedicated team to help you succeed
Quick Setup
Up and running in days, not months

Request a Demo