Step i.
Open the work queue
On login, the queue syncs with your CRM and CX platform. Left side: every account that needs to be worked today, with follow-up dates. Right side: the account overview, ready to action.
One workspace. Not six tabs.
Graham is the AI-native cockpit for servicing & collections agents. Your CRM, CX platform, workflow builder, and 3rd party data sources — collapsed into a single, action-oriented surface that closes more cases per rep, per week.
Customer
Stone Brook Coffee LLC
Toast · MCA · 47 days delinquent
Outstanding$38,420.00
Last paymentMar 14 · $2,100
Last contactApr 22 · voicemail
Recovery probability63% (med.)
ACH return codeR01 — insufficient funds
Next-best action
Send hardship offer — willing payer, low ability. Two prior promises kept; ACH R01 pattern matches the recent cash-flow dip on Toast.
Send offer →
Timeline
Today · 9:14a
Toast revenue dipped 38% week-over-week
Apr 22 · 3:02p
Outbound call — voicemail (HCI)
Apr 18
Hardship page viewed · 4 min
Mar 14
Payment received · $2,100
Mar 02
Promise to pay — kept
Customer
Vega Auto Body LLC
Stripe · MCA · 18 days delinquent
Outstanding$12,890.00
Last paymentApr 5 · $1,400
Last contact3× unanswered
Recovery probability71% (high)
Phone statusDisconnected (carrier)
Next-best action
Skip-trace via 3rd party data — phone disconnected after three failed attempts. Cross-reference SoS filings for new principal address & number.
Run skip-trace →
Timeline
Today · 11:42a
Phone disconnected — carrier confirmation
Apr 21 · 2:15p
Outbound call — no answer (HCI)
Apr 17
Outbound call — no answer
Apr 12
Email — hard bounce
Apr 05
Payment received · $1,400
Customer
Park & Hudson Salon LLC
Square · Term loan · 89 days delinquent
Outstanding$84,200.00
Last paymentFeb 20 · $3,500
Last contactApr 10 · refused
Recovery probability28% (low)
ACH return codeR02 — account closed
Next-best action
File UCC & generate demand letter — 89 days delinquent, account closed, plan refused. Lien-priority window opens tomorrow at day 90.
Generate packet →
Timeline
Tomorrow
UCC priority window opens (day 90)
Apr 10
Inbound — refused payment plan
Mar 26
ACH return — R02 account closed
Mar 12
Outbound — connected, escalated
Feb 20
Payment received · $3,500
i. The problem
Your portfolio is bleeding to a swivel chair.
Agents work one case across five or six systems, and the gap between systems is where the money goes.
ii. How it works
One workspace. Your CRM, CX platform, and workflow builder stay where they are.
Graham syncs with the systems of record you already pay for and gives servicing specialists a single screen to work cases — full account context, multi-brand outreach, and pre-built action cards that fire your existing workflows and tickets.
Step ii.
Get full account context on one screen
Product information, account activity, past communications, payment history, and contact options — everything a specialist needs to reach out, without ever leaving the page.
Step iii.
Reach out via call or email — multi-brand built in
Pick the brand to contact from, set call resolution and contact reason, run an Open Corporates legal-entity lookup right in the UI. No bouncing out to Secretary of State sites for every check.
Step iv.
The action library finishes the back-office work
Drag-and-drop cards run the workflows and tickets you already use — send legal letters, pause payments, adjust repayments, update case status. On submit, everything writes back to your CRM.
iii. Workflows
Purpose-built for Servicing & Collections teams.
Workflow · 01
Outbound call with auto-logged transcript
Click Call from the account overview, pick the brand and business contact, set the contact reason and resolution. The conversation is transcribed inline; on submit, the case status, follow-up date, and call notes write back to your CRM automatically.
Workflow · 02
Email with legal-entity verification, in-line
CX-platform threads pull in directly. Pick the sending brand and recipient, use compliance-approved templates, and run a legal-entity lookup right from the email view — international coverage including hard-to-reach SoS portals — so a 97-day-past-due account can be safety-checked before the next outreach.
Workflow · 03
The action library for routine ops
Pre-built drag-and-drop cards send legal letters, pause payments, adjust repayments, and update case status. Each card connects to your existing workflow or CX ticket, so specialists action everything from one screen instead of hopping into your CRM to find a case-status field.
iv. Integrations
Integrations to the systems you need, so you can hit the ground running.
Graham syncs with the systems your servicing team already uses — pulling data in, writing actions back out.
CRM
Customer Experience
Workflow Builders
Data & Banking
G
Graham
Skip-tracing & Entity
Telephony
Lifecycle Messaging
Not seeing an integration? We'll add it at no additional cost.
Make servicing & collections your competitive advantage.
Founding design partners get founding pricing, weekly direct access to the founder, and the first crack at shaping the product roadmap.