Built around access control, auditability, governed exports, and security oversight.
A sentinel-grade platform designed for high-stakes debt recovery environments where compliance isn't just a feature—it's the foundation.
Designed for debtor portfolio follow-up without losing control of data visibility.
SRS DailyCRM provides a centralized cockpit for managing complex recovery workflows while strictly enforcing "need-to-know" data visibility.
Portfolio and campaign management
Manage debtors, campaigns, and automated follow-ups from a unified governance console.
Bank-aware segregation
Operational records and reports strictly respect bank scope and assigned organizational silos.
Operational oversight
Compliance reviews and import approvals are natively woven into the live operating model.
Approved WhatsApp messaging and inbound reply handling in a governed collections environment.
Template-driven outbound
Only Meta-approved templates are accessible, ensuring brand safety and legal compliance on every message sent.
Inbound reply visibility
Full audit trail for incoming customer responses, linked directly to debtor records and compliance workflows.
Public policy access
Compliance and opt-out terms remain publicly accessible without requiring agent authentication.
Security and compliance built into the operating model.
The platform is structured around zero-trust access control, full reviewability, and governed data movement.
Access and authentication
Privileged-user MFA, account lockout, session timeout enforcement, and strictly enforced role-aware separation.
Data visibility controls
Bank-aware segregation, portfolio-aware restrictions, and masked sensitive values in standard operational views.
Audit and approvals
Export request approval, activity logging, incident workflows, and governed review paths for sensitive operational actions.
Platform validation
Meta permission checks, webhook controls, lawful-basis gating, suppression handling, and import safeguards.
Important: This public landing page is intended for app identification, policy visibility, and stakeholder review. Operational security controls remain enforced within the authenticated platform itself.
Need the public policy and verification links?
Use the links below to access the public-facing Privacy Policy, Compliance Overview, and Terms pages directly. These pages are available without sign-in for external review and Meta platform verification. Data deletion instructions are also available publicly.