The AI CRM to manage and execute collections with complete clarity.

Frontline connects contracts, invoices, conversations and payments in one CRM that updates itself. Max helps management prioritize and decide; An AI workforce manages collections; Workflows keep every date and process under control.

Start with GoogleStart with Microsoft
Claude Opus 4.8

Claude Opus 4.8

TRUSTED BY
500FacephiAntarkaLatitudMarco500FacephiAntarkaLatitudMarco

An end-to-end AI solution for billing and collections

Combine a flexible CRM, Max for every owner, and an AI workforce that manages collections without losing context or control.

Frontline CRM deals pipeline

CRM customized

Centralize clients, contracts, invoices, due dates, balances, documents and payment promises in a connected model that stays updated.

Centralize:SalesforceSalesforceHubSpotHubSpot
Explore AI CRM
Frontline Max WhatsApp conversation

Personal assistant

Prioritize the portfolio, detect risks, summarize accounts, prepare messages and find exceptions without reviewing spreadsheets, emails and systems separately.

Empower:ChatGPTChatGPTClaudeClaude
Explore Max
Frontline Studio flow builder — Intent Trigger to AI Agent

AI workforce for collections

Reminders, billing inquiries, confirmations, payment promises and escalations executed with your rules, tone and permissions.

Automate:n8nn8nMakeMake
Explore AI Agents

ADMINISTRATION AND COLLECTIONS

More control. Less manual work.

01

A CRM for contracts, invoices and collections

Relate clients, contacts, contracts, invoices, credit notes, receipts and payment promises. Frontline keeps each balance and management connected without parallel spreadsheets.

Deal record
Harvey Enterprise Expansion

Enterprise expansion

Company
Harvey
stage
Proposal
value
$48.000
Close date
30 Sep 2026
Owner
Sofía MartínezSofía Martínez
Next step
Security review
02

The complete memory of each account

Emails, WhatsApp messages, reminders and documents are linked to the correct client. Max retrieves agreements, claims, conditions and dates before each management.

Google Calendar

Scheduled account review

12 Abr

Administration schedules a review of invoices, contracts and pending payment dates.

03

Max, the co-pilot of the administrative team

Max prioritizes the portfolio, detects risks, summarizes accounts, prepares communications and finds exceptions. The team decides; Max organizes and speeds up daily work.

Claude Opus 4.8

COLLECTIONS WITH AI

Each contract, expiration and payment triggers the next step

[01]
Audio
Imagecomprobante.jpg
Documentcontrato.pdf
Location-34.6, -58.4

AI Agents Who Understand Every Document

They interpret contracts, invoices, vouchers, credit notes, audios and messages to act with the correct context.

[02]
WhatsAppWhatsApp
GmailGmail
SlackSlack

Collections in all channels

Manage collections for WhatsApp, Gmail and Slack without losing agreements, payment promises or the history of each account.

[03]
Invoice due

EVENT

Expires In Days
Send WhatsApp

TEMPLATE

ALT: The friendly reminder
Wait

DURATION

Until Expiry
Send email

TEMPLATE

PAST DUE INVOICE

Collection sequences

Coming soon

Automate reminders before and after expiration according to balance, risk, response and payment promise.

[04]
HubSpot
Google Calendar
Google Drive
Google Sheets
Notion
Slack
Airtable
Asana
LinkedIn
Monday
Salesforce
Gmail

Connectors and integrations

Connect Frontline with your ERP, billing, banks, electronic signature and internal tools through integrations or APIs.

Your entire collections operation in one place

Google Calendar

Google Calendar

Account review scheduled

The team reviews open invoices, contracts, and pending payment dates.

Activities

Bring reminders, email, WhatsApp, and documents into one always-current account timeline.

COLLECTION REPORTS

Your portfolio under control, every day

Ask for reports in natural language and turn balances, due dates, responses, and payment promises into dashboards that help your team prioritize and recover faster.

Claude Opus 4.8

Build

Aging and outstanding balance

View portfolio by default tranche, currency, client and person responsible for the live data of your CRM.

Connect Frontline with your financial stack

It integrates billing, ERP, banks, electronic signature and internal tools; automate processes from the API and operate from Claude, Codex or the terminal.

Integrations

Integrates with the tools you already use.

50+ integrations
Gmail
WhatsApp
Slack
Salesforce
HubSpot
Google Calendar
Google Drive
Google Sheets
Notion
Attio
Airtable
Asana
Stripe
LinkedIn
Monday

API

Connect to your own applications.

1curl -i -X POST \2  https://api.getfrontline.ai/reference/v1/objects/leads/rows/list \3  -H 'Authorization: Bearer <token>' \4  -H 'Content-Type: application/json' \5  -d '{6    "query": {7      "status": "new",8      "source": "whatsapp"9    },10    "search": "acme",11    "sort": [12      { "property": "created_at", "direction": "desc" }13    ],14    "record_type": "lead",15    "page": 1,16    "page_size": 2517  }'

Connect to Claude

Connect to any coding agent.

Codex
claude — frontline mcp
$ claude mcp add frontline✓ Connected Frontline to Claude › "Move the Acme deal to won"→ deal.updated Acme Corp · $48k $ codex exec "sync leads to crm"
OPERATIONS FOR AI AGENTS

Contracts and collections available for Max and your agents

Expose clients, contracts, invoices, payments and workflows as tools for your agents to work with context, permissions and traceability.

Claude
Codex
Cursor
Hermes

Deals

crm.agent.ts
// generado por tu agente
import { FrontlineObject, Contact, Deal } from "@frontline/sdk"
 
export default function PipelineAgent() {
  return (
    <FrontlineObject
      label="Deals"
      groupBy="stage"
    >
      <FrontlineObject.Field name="company" type="text" />
      <FrontlineObject.Field name="amount" type="number" />
      <FrontlineObject.Field name="channel" type="text" />

Enterprise security and partnerships

SOC 2, CASA Tier 2, and an official Meta Business Partnership. Frontline also delivers an enterprise-grade platform with full permission management, RBAC, SSO, and governance.

SOC 2 and access control

We meet the highest standards of security, availability, and confidentiality to protect your data.

AICPA SOC

CASA Tier 2 verified

Independently assessed against the Cloud Application Security Assessment framework for app and data handling.

Tier 2CASACertified

Meta Business Partner

Direct access, priority support, and official best practices for WhatsApp Business API.

Learn more in our trust center
Zonamerica
“An AI agent on WhatsApp made visitor registration 10x faster, with 100% of data captured.”
Martin DovatCEO, Zonamerica

Frequently asked questions about administration and collections with AI

Do you have another question? You can schedule a demo.

Get started with Frontline today

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