# Digital transformation of receivables management

> The agency's only IT team: interim CPO runs product, the team builds a CRM – 5,000 receivables per queue, ARES, Gmail, 2FA. Next: reporting, voice agent.

- Canonical: https://techmates.io/en/case-studies/collect
- Client: Collect CZ
- Industry: Debt collection
- Published: 2026-09-12
- Updated: 2026-09-15
- Services: Interim IT & AI leadership, Custom software development, AI agents & automation
- Technology: Custom CRM, Background queues, ARES API, Gmail API, 2FA

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## Thousands of receivables, entered by hand

Collect CZ is one of the leading Czech debt-collection agencies. It covers the whole process from out-of-court collection to legal support, with an emphasis on efficiency, ethics and recovery rate.

Managing thousands of receivables hit the limits of manual data entry and fragmented communication. Large data volumes were processed inefficiently. There was no system for tracking tasks or team cooperation, and preparing documents for field workers was slow.

The company needed a central CRM with a low error rate and high security for sensitive data. It had no IT of its own, so we took on that role: an interim CPO runs the product and our developers build everything that is needed.

### The CRM already runs in production

- A custom CRM with bulk actions that process thousands of items in background queues – up to 5,000 receivables in one queue
- ARES API integration that loads company data instantly
- A "Custom Todos" task module with smart notifications and a superadmin role
- Map visualization of receivables for planning field routes
- Gmail integration that matches emails to debtor records
- Two-factor authentication (Google Authenticator) and detailed logging of automated actions

### What we are preparing

- Reporting
- Data connections
- Automated calling via a voice agent
- AI document autofill
- A client portal for companies that submit receivables

## One queue takes up to 5,000 receivables

| Metric | Before | After |
| --- | --- | --- |
| Bulk processing |  | up to 5,000 receivables in one queue |
| Security |  | 2FA and logging of automated actions |

## Where things stand and what comes next

Techmates is the only IT team at Collect CZ. An interim CPO runs the product, and the development team builds the CRM and extends it step by step. Bulk actions, ARES, the task module, the receivables map, Gmail and two-factor authentication are in production. Reporting, data connections, a voice agent, AI document autofill and a client portal are the next steps, still in preparation.

Technically it is a custom CRM with background queues, ARES API and Gmail API integrations, and two-factor authentication.