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Description
Collections CRM offers a complete debt recovery solution that includes debtor analysis and court management, facilitating a faster resolution for all debtor-related matters. It allows for effective oversight of debtor hearings, covering everything from pre-trial stages to settlement specifics through its robust court management features. The system supports tailored contract management for both B2B and B2C clients, aiding in financial and resource planning. You can securely organize all communications from debtors, clients, or courts in protected, interconnected data folders. With intelligent workflows and task management capabilities, the platform enables you to track and advance each debtor's case according to your existing business practices. Customers can easily engage with the integrated prospecting, marketing, sales, and support functions. Additionally, the flexible payment structure allows you to pay only for the features you require on a monthly basis, with the option to scale up as your business expands. This adaptability ensures that your debt recovery processes remain efficient and effective, regardless of growth.
Description
CollectXpert is a comprehensive solution for managing the entire debt collections process, enabling businesses to handle collections from start to finish. It seamlessly integrates with both on-platform and off-platform applications, powered by a robust configuration-based rule engine. As the sole Salesforce-native AppExchange offering tailored for businesses of various sizes, CollectXpert provides exceptional automation capabilities, sophisticated segmentation features, and strategic management tools that bolster cash flow, reduce manual labor, and enhance recovery rates—all while prioritizing customer empathy and regulatory compliance.
- User-Centric Configuration: Develop strategies, workflows, and rules independently of IT.
- Complete Oversight: Instantly understand the status of each customer.
- Compliance and Compassion: Ensure adherence to regulated collection practices with a focus on empathy.
- Quick Return on Investment: Achieve lower Days Sales Outstanding (DSO) and heightened recovery rates.
- Adaptable for Expansion: Suitable for teams ranging from mid-market to large enterprises.
Reach out to us to arrange a demonstration of our platform and discover how it can benefit your organization.
API Access
Has API
API Access
Has API
Integrations
MYOB
MuleSoft Anypoint Platform
SMS Broadcast
SMS-Magic
Salesforce
Salesforce Agentforce
Salesforce CPQ
Salesforce Data Cloud
Salesforce Einstein
Salesforce Marketing Cloud
Integrations
MYOB
MuleSoft Anypoint Platform
SMS Broadcast
SMS-Magic
Salesforce
Salesforce Agentforce
Salesforce CPQ
Salesforce Data Cloud
Salesforce Einstein
Salesforce Marketing Cloud
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
From $199/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BrightOffice Cloud CRM
Founded
2009
Country
United Kingdom
Website
www.brightoffice.co.uk/crm/collections
Vendor Details
Company Name
CollectXpert
Country
Australia
Website
collectxpert.com
Product Features
Debt Collection
Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management
Product Features
Debt Collection
Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management