How can we help?

How does Apex Collect send messages?

Apex Collect uses Twilio for SMS and a verified sending domain for email. Messages go out on the billing day you set for each client, and follow-ups happen automatically on the schedule you configure.

Do my clients need to create an account?

No. Your clients receive a simple text or email — there is nothing for them to sign up for. They just read the message and pay.

What happens when a client pays?

You mark the campaign as paid inside Apex Collect. The system immediately stops any scheduled follow-ups for that billing cycle.

Can I customize the messages?

Yes. The Settings page lets you write custom templates for the initial outreach and each follow-up, with placeholder variables for the client name, amount, and billing date.

How do I import my client list?

You can add clients manually, upload a CSV file, or paste a public Google Sheets link. The import wizard maps your columns and shows a preview before saving.

Is my data secure?

Yes. All data is encrypted in transit and at rest. Each workspace is isolated by row-level security. We do not share or sell your data.