Garxly Collection CRM

Garxly Collection CRM helps businesses monitor receivables and coordinate payment follow-up, including office and field collection work. Its dashboard summarizes receivables, overdue balances, monthly collections, and accounts needing a call, with figures refreshed from live transactions. Ageing buckets can break balances down by party and salesman; pipeline stages, assigned owners, activity logs, and dated tasks support follow-up. Payment promises are marked kept, broken, or partly met, and risk scores use payment behaviour and exposure. The system projects expected inflows from due dates and promises, can flag accounts for review, and can warn the counter through a pre-transaction credit check. Managers can assign accounts and routes to collectors and compare planned visits with completed ones. Visit records can include GPS location and time, photos, voice notes, and amounts collected. Reusable WhatsApp templates support reminders, receipts, and follow-ups. Balances, invoices, and payments can come from Garxly Sales and Banking. Garxly offers a 30-day trial without a credit card. The web app works in a browser; native apps are listed as coming soon. Plans start at ₹599/mo.

Garxly Collection CRM combines receivables tracking, follow-up workflows, risk tools, and field collection records. The 30-day trial offers a way to evaluate it before choosing a paid plan.

It suits wholesalers, retailers, distributors, restaurants, and other growing Indian businesses that need to manage receivables and collection work. Field teams can use assigned routes and visit records to report collection activity.

Overview

Garxly Collection CRM coordinates receivables follow-up, credit review, and field collection for growing businesses. It is best suited to Indian wholesalers, retailers, distributors, restaurants, and similar operators, especially those already using Garxly Sales and Banking. Its collection tools reach from ageing analysis to route records, but using it in a browser is the practical choice for now.

Key features

A live dashboard gathers receivables, overdue balances, collections this month, and accounts needing a call. Ageing buckets can be viewed by party and salesman, while pipeline stages, owners, activity logs, and dated tasks turn balances into assigned work. That combination suits teams sharing follow-up responsibility better than a simple overdue list.

Promise tracking distinguishes kept, broken, and partly met commitments. Risk scores draw on payment behaviour and exposure and update as transactions arrive; the product also projects expected inflows from due dates and promises. Accounts can be flagged for review, and a pre-transaction credit check can warn the counter. These controls connect collection activity with credit decisions, though balances, invoices, and payments flow from Garxly Sales and Banking.

Managers can assign accounts and daily routes to collectors and compare planned visits with completed ones. Visit records can include GPS location and time, photos, voice notes, and amounts collected, giving managers a fuller record of field work. WhatsApp templates support one-tap or bulk reminders, receipts, and follow-ups. Garxly says data is encrypted at rest and in transit, with automatic daily cloud backups and manual backups users can download.

Pricing

Garxly offers a 30-day free trial without a credit card, and says its team can guide prospective customers through a demo. There is no free plan. All five subscriptions are billed monthly and include 30 days of access; the listed device, screen, and module allowances make the choice less straightforward than the names suggest.

• Starter: ₹599 a month for 2 devices, 54 screens, and 8 modules. It is the lowest-cost entry point, but its smaller allowance suits a compact operation.
• Restaurant: ₹999 a month for 5 devices, 128 screens, and 16 modules. It offers the broadest stated screen and module allowances among these plans, for restaurants needing more scope.
• Growth: ₹999 a month for 5 devices, 78 screens, and 9 modules. At the same monthly price as Restaurant, it includes fewer screens and modules, so its fit depends on the plan’s intended business needs.
• Professional: ₹1,999 a month for 2 devices, 98 screens, and 12 modules. It costs more than Growth while allowing fewer devices, so compare its module mix with the work your team needs to cover.
• Enterprise: ₹1,999 a month for 2 devices, 135 screens, and 16 modules. It has the highest screen allowance and ties Restaurant on modules, but still lists only 2 devices.

The same price does not buy the same allowance: Restaurant and Growth differ, as do Professional and Enterprise. Compare the device, screen, and module limits against your operation before committing.

Platforms

Garxly provides a full-featured web application for desktop, tablet, or mobile browsers without installation. Its download page lists Windows, macOS, Android, and iOS apps as coming soon, so those platforms should not be treated as current native options.

Who it's for

This is a fit for growing Indian businesses that need collection work assigned across office and field teams, particularly those handling many customer promises or tying credit review to payment behaviour. The route planning and visit records are useful when collectors work outside the office. Businesses not using Garxly Sales and Banking should weigh the dependence on that ledger connection, and teams requiring native apps should wait until those apps arrive.

Pros and cons

• Pro: Promise tracking, ageing analysis, and live receivables give teams multiple ways to prioritize overdue accounts.
• Pro: Route assignment and visit records capture both planned work and field evidence, including location, time, and collection amounts.
• Pro: A no-card 30-day trial gives teams time to evaluate the workflow before paying.
• Con: Ledger data comes from Garxly Sales and Banking, limiting the appeal for businesses that keep receivables elsewhere.
• Con: The listed native apps are coming soon, leaving browser access as the usable option across devices for now.
• Con: Plan allowances vary sharply, including two plans at each of the ₹999 and ₹1,999 price points with different screens and modules.

Alternatives

For a wider comparison of collection tools, browse Collections Software. Choose BILL Accounts Payable if you need a paid product with both accounts payable and receivable subscriptions and web and mobile apps. FIS Data Integrity Manager is another paid, web-based option.

Consider Zuora CPQ if you want a web and API product with custom pricing. Growfin is a paid web alternative with a free trial. Invoiced uses custom pricing and supports web and API access; Onguard Collections offers a web-based credit management product with customizable workflows and demo-based pricing. Serrala Collections Management is available via web, API, or self-hosting, with pricing by request. Collection.ai is a paid web product with a free trial and a tailored quote.

Verdict

Garxly Collection CRM is a strong candidate for Indian operators already on Garxly’s ledger platform who need one workflow for receivables, promises, credit review, and field visits. Its 30-day trial and detailed collection records make it worth evaluating; businesses using another ledger or needing native mobile apps should look elsewhere for now.