Preview access

Supreme Collect CRM preview

This is a private product preview for Ivan’s CRM review. It includes the cleaner nested-tab interface and the written developer handoff.

Preview-only login gate. This does not connect to the production CRM.

Ivan handoff snapshot

The clean collections CRM Jason actually wants.

Fewer top-level screens, deeper secondary tabs, persistent call tools, live analytics, and a visible Paris AI rail. This keeps the floor usable for agents while preserving full owner, manager, payroll, training, campaign, and import depth.

Open handoff summary Open written brief
Primary nav 12

Top-level areas only. Everything else lives under secondary tabs.

Source lanes 5

Evolution, RingCentral, JotForm, Teams, Supreme Clock / OnTheClock.

Collections core RPC

Point-caller to senior-agent conversion stays first-class.

AI rail Paris

Visible inside the product for summaries, weak-lane detection, and file mapping.

Nested tabs

Tab under tab, not clutter on the first page

Primary area -> secondary work surface
HomeCommand, alerts, quick actions, source health.
Agent DeskCurrent account, call dock, notes, payment link, transfer.
AccountsOverview, history, files, notes, letters, payments.
QueuesQueue list, builder, assignments, stale lanes.
CampaignsDialer, SMS, email, voicemail, portal, templates.
AnalyticsExecutive, production, RPC, payments, idle, file intake.

Developer handoff

What Ivan needs to build from this package

UI snapshot plus written execution brief
Product shape12 clean top-level areas with nested secondary tabs instead of one overloaded dashboard.
Collections coreDialer, SMS, email, RPC, payments, file intake, idle time, payroll, and training all stay in one system.
Paris AIEmbedded live operations agent for summaries, weak-lane detection, file mapping, and next-best-action guidance.
Source truthBuild against staged and normalized source lanes: Evolution, RingCentral, JotForm, Teams, and Supreme Clock.

Agent Desk

Persistent call dock

Always visible in account and queue work

Live actions

  • Manual, preview, power, and predictive dialing.
  • RPC logging, transfer creation, disposition, and callback scheduling.
  • Secure payment link by SMS or email during a live call.
  • Compliance blocks before contact or offer action.

Secondary tabs

  • Overview
  • Current account
  • Promises
  • Payment links
  • Notes / script
  • QA / coaching

Paris AI rail

Embedded live agent

Explain, flag, route, recommend
File mapperMaps outside placement sheets to canonical headers and stages rejects cleanly.
Weak-lane detectionFlags high-call / low-RPC and high-RPC / low-payment gaps.
Queue prioritiesSurfaces callbacks, broken PTPs, and high-conversion lanes first.
Manager alertingHighlights idle-floor risk, compliance blocks, and campaign failures.

Analytics

Collections analytics that stay useful on a live floor

Daily, weekly, monthly, source-separated, role-aware

Executive

  • Evolution call count
  • RingCentral call count
  • Total RPC
  • Green money / red money
  • Active queues
  • Idle agents over threshold

RPC analytics

  • Top point callers by RPC
  • Top seniors by RPC-to-payment close
  • Point-caller to senior handoff chain
  • Call -> RPC -> transfer -> payment funnel

Money analytics

  • Daily green and red by agent
  • Weekly green and red by team
  • Monthly posted and pending totals
  • Commission events and payroll flags

Agent scorecard

Daily to monthly ladder

Point caller and senior views split cleanly
BridgetteSenior supervisor
Callssource labeled
RPCsenior close rate
Greenposted this week
Idleover 10 min ledger
ParisSupervisor / analytics owner
CallsRingCentral + Evolution split
RPChandoff visibility
Monthposted vs pending
Clocktime vs production
Point callersdesk-specific leaderboard
Callsattempts and connects
RPCtop and weak lanes
Transferhandoff success
Idleend-of-day totals

Idle control

10-minute threshold ledger

Live floor + payroll consequence lane
Live timerStart counting only after 10 minutes of idle time.
End of dayStore total idle time above threshold by agent.
End of weekRoll daily totals into a weekly deduction review lane.
Clock matchCompare idle against clocked-in time and production output.

Campaign center

Dialer, SMS, email, voicemail, portal

All campaign lanes under one roof
DialerPredictive, preview, manual, power, click-to-call, voicemail drop.
SMSTemplates, opt-outs, reply routes, payment and callback links.
EmailSendGrid events, templates, bounces, conversion tracking.
VoicemailDrop scripts, press-1 live-agent, callback and portal routing.
PortalSelf-service payment, settlement, payment-plan, callback request.
AudienceRules-aware filters with compliance gating before launch.

Payments

Merchant center and consumer payment rail

Authorize.Net first, processor-agnostic later

Money controls

  • Hosted/tokenized capture only.
  • 7:00 AM scheduled payment run queue.
  • Decline recovery and retry rules.
  • Unique payment code on every money action.

Secondary tabs

  • Payment workspace
  • Portal links
  • Settlement rules
  • Plan rules
  • Processor status
  • Decline recovery

Team

Supreme Clock, payroll, training, onboarding

Built into the CRM, not bolted on outside it
Supreme ClockClock in, clock out, breaks, late flags, missed punches, approvals.
PayrollHours, commission events, adjustments, review, approval, export.
TrainingRole setup, FDCPA modules, quizzes, manager signoff, production gate.

Admin

Precise permissions and source controls

Exact manual permissions, not generic only

Admin lanes

  • Users, groups, branches, roles
  • User permissions matrix
  • Statuses, action codes, rules engine
  • IP allowlist and allowed login hours

Integration lanes

  • Evolution reference and export imports
  • RingCentral call / recording lane
  • JotForm RPC and job-form intake
  • Teams-style native comms with integration fallback