Cloud Modernization

Four modules. One Azure environment.

Wincollect CRM on Azure Virtual Desktop, with Client Portal, Customer Portal, and Field Agent on Azure App Services — one integrated Azure environment trusted by boutique agencies and enterprise receivables teams alike, plus AI assistance through Microsoft Foundry.

Built for trust

Enterprise cloud you can rely on

Your receivables operation depends on uptime, data integrity, and security. Wincollect on Azure delivers all three — with an architecture designed so every module shares one database, one security model, and one path to scale, plus AI assistance through Microsoft Foundry.

Confidence

Microsoft Azure global infrastructure with compliance certifications your clients and regulators expect.

Security

Azure security policies, Virtual Network, and VPN protect every layer of your Wincollect environment.

Reliability

Managed services reduce downtime — so collectors, clients, and debtors stay connected when it matters.

Scalability

Right-size from a small agency deployment to high-volume enterprise receivables on the same platform.

Architecture

How it all connects

Wincollect CRM connects through Azure Virtual Desktop for collection teams. Client Portal, Customer Portal, and Field Agent run on Azure App Services. All modules share a central Azure SQL database — with supporting services for integrations, file storage, Microsoft 365, and secure networking.

Wincollect on Microsoft Azure architecture AZURE SECURITY POLICIES Azure Virtual Network and VPN Your teams and users Collectors, clients, debtors, field agents, corporate systems AZURE VIRTUAL DESKTOP Secure desktop for collectors Wincollect CRM Core collection application AZURE APP SERVICES Web portals and field application Client Portal Client visibility Customer Portal Self-service Field Agent Field collections Azure SQL Single database for all modules Accounts, payments, workflows, reporting Azure API Management Corporate and portal integrations Microsoft Graph Microsoft 365 connectivity Azure Files Documents and shared storage CRM on Virtual Desktop, portals on App Services, all connected through Azure SQL

Wincollect CRM is accessed through Azure Virtual Desktop. Client Portal, Customer Portal, and Field Agent run on Azure App Services. Azure API Management handles corporate and portal integrations — not collector access to CRM.

Product suite on Azure

Four modules, one cloud platform

Each Wincollect module is purpose-built for a different audience. Collectors work in CRM through Azure Virtual Desktop; clients, debtors, and field teams use web applications on Azure App Services — all connected to the same Azure SQL database in real time.

Azure Virtual Desktop

Wincollect CRM

Your core collection application — workflows, accounts, payments, trust accounting, and reporting — delivered to collectors through Azure Virtual Desktop with secure remote access from anywhere.

  • Full desktop CRM experience for collection teams
  • Secure access via Azure Virtual Desktop sessions
  • Real-time connection to Azure SQL
Explore Wincollect CRM

Azure App Service

Client Portal

Clients who place accounts for collection get real-time portfolio visibility — hosted as a separate App Service, connected to the same Azure SQL database as CRM.

  • Live account progress and reporting
  • No duplicate data — one shared database
  • Secure external access through Azure networking
Explore Client Portal

Azure App Service

Customer Portal

Debtor self-service for payments, arrangements, and secure contact — scaled independently on Azure App Services while sharing CRM data through Azure SQL.

  • Online payments flow directly into CRM
  • 24/7 self-service without extra infrastructure
  • PCI compliant payment partners integrated
Explore Customer Portal

Azure App Service

Field Agent

Field teams capture repossession, document service, and investigation outcomes on the go — synced back to Azure SQL so CRM reflects every field action in real time.

  • Mobile field workflows connected to CRM
  • Documents stored via Azure Files
  • Outcomes visible across the platform instantly
Explore Field Agent

AI

Ask Wincollect — type or talk

The Wincollect AI Assistant helps your team get things done across CRM, Client Portal, Customer Portal, and Field Agent. It is delivered through Microsoft Foundry in the same Azure environment — with enterprise grounding, governance, and the security standards your organisation already expects.

Conversational assistant

Type or use voice to request actions and answers in the context of Wincollect — so collectors and teams spend less time navigating screens and more time recovering.

  • Type or talk to ask for help
  • Natural language requests
  • Built into day-to-day workflows

Connected to your modules

One assistant experience across Wincollect CRM, Client Portal, Customer Portal, and Field Agent — so AI support follows the way your organisation actually works.

  • CRM and portal awareness
  • Field Agent in the same conversation
  • Consistent help across the suite

Enterprise-ready AI

Microsoft Foundry brings the agent lifecycle together — building, grounding, and governing AI in Azure with the same security and compliance story as the rest of your Wincollect environment.

  • Grounded in your business context
  • Governed in Microsoft Azure
  • Aligned with enterprise controls

Azure services

The services that power your environment

Running Wincollect in Azure is not just hosting an application — it is a complete, integrated environment. These are the core Azure services that work together to deliver a secure, scalable receivables platform.

Microsoft Azure

The cloud platform behind Wincollect — global infrastructure, managed services, and the reliability collection agencies and enterprise receivables teams depend on.

Explore Microsoft Azure

Microsoft Foundry

Powers the Wincollect AI Assistant — enterprise models, agents, and governance in Azure so your team can type or talk to get things done across the product suite.

Explore Microsoft Foundry

Azure Security

Security policies, identity controls, encryption, and compliance tools that govern your entire Wincollect environment — from Virtual Desktop to SQL and App Services.

Explore Azure Security

Azure SQL

The central database for all four Wincollect modules — accounts, payments, workflows, trust accounting, and reporting in one managed, scalable data platform.

Learn about Azure SQL

Azure Virtual Desktop

How collection teams access Wincollect CRM — secure, managed desktop sessions for collectors in the office, at home, or across distributed agency locations.

Learn about Virtual Desktop

Azure App Services

Hosts Client Portal, Customer Portal, and Field Agent as scalable web applications — managed, patched, and always available for external users and field teams.

Learn about App Service

Azure API Management

Gateway for the Wincollect REST API and portal integrations — secure, rate-limited access for corporate systems and third-party workflows. Collector CRM access is via Virtual Desktop, not the API layer.

Learn about API Management

Azure Files

Shared cloud file storage for documents, correspondence, and field attachments — accessible from CRM sessions, portals, and Field Agent.

Learn about Azure Files

Microsoft Graph

Connect Wincollect to Microsoft 365 — calendar, email, and identity integration for teams already invested in the Microsoft ecosystem.

Learn about Microsoft Graph

Azure Virtual Network & VPN

Private networking and VPN connectivity so your Wincollect environment is reachable only through controlled, encrypted channels.

Learn about Virtual Network

Security

Secured at every layer

The entire Wincollect Azure environment can be governed by Azure security policies — giving your IT team consistent controls over access, encryption, network boundaries, and compliance across every service.

  • Azure security policies enforce consistent security and compliance rules across Virtual Desktop, App Services, SQL, storage, and networking
  • Azure Virtual Network isolates your Wincollect environment from the public internet with private subnets and controlled ingress
  • VPN connectivity lets remote teams and corporate networks connect securely without exposing services publicly
  • Role-based access within Wincollect CRM (via Virtual Desktop) and portals, layered on Azure identity and access management
  • Encryption at rest and in transit for Azure SQL, Azure Files, Virtual Desktop sessions, and App Service communications
  • Azure compliance certifications including ISO, SOC, and regional standards your enterprise clients require

Every size

From boutique agencies to enterprise scale

The same Azure architecture that powers a ten-person collection agency scales to high-volume telco and government receivables programs — you pay for what you use and grow without re-architecting.

Small & growing

Boutique agencies and emerging collectors start with Azure Virtual Desktop and Azure SQL for CRM — managed infrastructure without capital spend on servers.

Mid-market

Established agencies add Client and Customer Portals on App Services, expand Virtual Desktop for growing collector teams, and API Management for corporate integrations.

Enterprise

High-volume telco, government, and enterprise credit teams leverage full Azure Virtual Desktop, App Services, networking, security policies, and Microsoft Graph at scale.

Migration

Plan your move to Azure

Moving from legacy systems or an earlier Wincollect version is a significant step. Our team works with you on integrations, data migration, Azure provisioning, training, and go-live timing.

  • Structured migration planning aligned to your workflows
  • Azure environment sizing for your current and future volume
  • On-premise MS SQL Server options when cloud is not the right fit
  • Ongoing support from Wincollect specialists who know the platform
Wincollect CRM on Azure — collection team dashboard

Ready to run Wincollect on Azure?

Talk to us about Azure Virtual Desktop for CRM, App Services for your portals, environment sizing, and how all four modules work together in the cloud.