Track receivables emails and replies in Salesforce automatically

Why log receivables conversations in Salesforce?

When it comes to managing payments, visibility is everything. Finance, sales and customer success teams all play a role in the payment journey—but without shared visibility, communication can break down.

With Chaser’s Salesforce email logging, every receivables interaction is recorded automatically in your CRM. That means clearer records, faster handovers, and fewer internal back-and-forths. Whether a customer is asking about a due date, or sales is preparing for a contract renewal, your team will always have the full picture—without checking inboxes or re-sending threads.

This feature is especially valuable for organizations that rely on Salesforce as their central source of truth. By ensuring your payment-related communication appears alongside all your other customer interactions, you create a more joined-up experience for both your team and your customers.

Chaser’s logging works flexibly with your existing setup. Choose BCC if you’re already using Salesforce’s email logging extension and want to avoid duplicates, or use CC to ensure replies are captured too. Either way, setup takes just a few seconds—and once it’s active, your messages will begin appearing in Salesforce automatically.

For growing teams, high-volume accounts receivable teams, or anyone wanting to streamline their collections workflow, logging Chaser emails in Salesforce helps ensure that no payment conversation is missed, duplicated, or lost in a personal inbox.

SPEAK TO AN EXPERT

A 15-minute call could save you 60+ hours a month on receivables

Over 10,000 users worldwide rely on Chaser to get paid faster, protect their cash flow and maintain good customer relationships.