Edesy Collect runs in the portal at collect.edesy.in and through the REST API. To make your first reminder call you need an approved KYC, an active plan or wallet balance, at least one caller-ID number, a campaign with a message, and at least one debtor.
- Sign in at collect.edesy.in. It uses your Edesy account, the same login as the other Edesy apps.
- Complete KYC on the KYC page with your business details, PAN and Aadhaar. Review usually takes about 24 hours. Collect blocks debtor uploads and campaign starts until it is approved.
- Subscribe to a plan on the Plans page. Your plan fee is credited to your wallet once the first auto-pay charge succeeds. See Plans and Pricing.
- Create a number pool and buy or add 2 to 4 numbers. See Number Pools and Rotation.
- Create a campaign, save the message, upload debtors and start. See the Quick Start.
Portal pages#
| Page | What you do there |
|---|---|
| Dashboard | Overview of your Collect workspace |
| Reminder Campaigns | Create campaigns, set the message, upload debtors, start, mark debtors paid or stopped |
| Number Pools | Create pools, buy or add numbers, flag or reactivate a number |
| Plans | Subscribe, see your current plan, cancel auto-pay |
| Wallet | Balance, top-ups (minimum Rs 100, GST added), transaction history |
| Team | Invite teammates |
| KYC | Submit business details and documents |