Case Study: Crescent Parts & Equipment achieves a nearly 38% reduction in overdue accounts and better customer experience with Esker's cloud-based collections automation

Improving Collections Efficiency & Customer Experience With Cloud-based Automation

Crescent Parts & Equipment (CPE) is a third-generation HVACR wholesale distributor with 15 locations serving the St. Louis region. Managing collections for about 3,000 customer accounts fell to a one-person credit team without a true automation tool, causing limited time and resources for past-due accounts, reliance on part-time help, no centralized customer notes, and excessive time handling invoice inquiries.

CPE implemented Esker’s cloud-based TermSync collections solution—chosen for low upfront cost, minimal IT involvement and fast 4–5 hour setup—bringing automated payment reminders, a self-service customer portal, centralized notes and task management. The result: nearly a 38% reduction in overdue accounts, fewer invoice-related calls, higher staff productivity, clearer credit policies and better customer outcomes (including converting a chronic late payer into a top customer).

Crescent Parts & Equipment

Staci Cima

Credit Manager