It's like having a billing department that never sleeps, complains, or steals your lunch. We help you manage overdue accounts without the stress.
Dash can manage both business-to-business (B2B) and business-to-consumer (B2C) accounts. It's flexible enough to handle various account types and billing scenarios.
You can add accounts manually or via bulk import using a spreadsheet (CSV or Excel). For seamless integration, we also offer an open API.
Yes. Dash allows you to create fully customizable queues tailored to your internal workflows. You can assign accounts based on specific criteria, ensuring the right teams handle the right tasks efficiently.
Dash provides a comprehensive suite of reports, including payment statistics, communication metrics (open rates, delivery rates), account activity, and custom reports tailored to your needs.
Yes. You have complete control over the content and scheduling of email and text messages. Our customer success team can assist you in creating effective communication strategies.
Yes. You can add custom fields to track any relevant data points for your accounts, enhancing the system's flexibility to meet your specific requirements.
You can upload and attach documents to individual accounts. You can also control whether these documents are visible to your customers through the online portal.
Dash integrates with Stripe and other payment gateways. You can also manually record any payments received outside the system.
The customer portal is designed for mobile-first usability, providing a simple and intuitive interface for viewing account details, payment history, and making payments.
You can configure Dash to offer payment plans based on the outstanding balance. You have full control over the payment plan options and minimum payment amounts.
Yes. Dash offers a comprehensive solution that includes invoicing, billing, and full accounts receivable management, all within a unified CRM platform.
Yes. Dash is SOC 2 Type II and HIPAA certified, aligned with the FDCPA and the CFPB's Regulation F, and built to comply with the TCPA. Payment handling is PCI-aware. Consent management, audit logs, and per-state opt-out handling are built in, and every interaction is logged and exportable.
Pricing is a flat monthly platform fee plus a transaction fee on amounts collected. Rates depend on your volume, your vertical, and whether you use an integrated agency partner — typically a small fraction of what you'd pay an agency in commission. No setup fees, and no commission on uncollected balances. Contact us for a quote based on your numbers.
Transaction fees depend on your plan and volume. We can also offer customized pricing based on your specific needs — contact us for more information.
No. There are no setup fees, onboarding fees, or hidden costs associated with Dash. The pricing is transparent and straightforward.
No. Dash allows for unlimited text messages and emails at no extra cost beyond your chosen monthly plan.
Yes. You can configure Dash to charge your customers a convenience fee for using the online payment system. This can help offset your transaction costs.
We'll schedule a call to discuss your specific needs and demonstrate the software. Following that, we'll guide you through the onboarding process.
Most users receive same-day system access, and onboarding with training is typically completed within one day. More complex setups may take longer, but we work to get you fully operational as quickly as possible.
We have a dedicated customer success team that will provide onboarding support and assistance. We also offer email and phone support.
Dash is a month-to-month service with no long-term contracts.
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