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Description
CLIENT LETTER software is Customer Communication Management (CCM), designed for business users. To automate the creation of customer communications, users can create templates, reusable content and business logic. This includes correspondence, statements, on-boarding materials, and other types servicing communications.
CLIENT LETTER can integrate with a variety of systems to access data and content for personalization. Other systems can also "call” CLIENT LETTER's application programming interfaces (APIs), and generate communications on-demand.
The software keeps a log of every communication sent, modified, approved, and approved by whom. CLIENT LETTER keeps a copy of every communication for compliance purposes.
Visit:
http://www.topdownsystems.com/contact/request-a-demo
Description
Comprehensive client management software encompasses all essential features required for effective oversight of a client base, including complete trust accounting functionalities. Additionally, it includes extensive debtor management capabilities that facilitate the efficient queuing of accounts for follow-up, the modification of account statuses, the establishment of payment promises, tracking of commitments, scheduling of payments, generating letters, and maintaining permanent notes. The system also features a document imaging module that enables the scanning of images into the platform for seamless attachment to client accounts. Furthermore, it allows for the integration of delinquent accounts into a web dialer based on various criteria, supporting both inbound call handling and message dispatch to debtors, while also providing automatic updates to debtor records from the results of the dialing process. Moreover, the system supports an unlimited capacity to add new clients, debtors, employees, letters, statuses, and other essential components, ensuring that the management process remains robust and scalable as needs evolve. This flexibility ultimately enhances the overall efficiency and effectiveness of client and debtor management within the organization.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$30000.00/year
Pricing depends upon the number of users and license type.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
Yes
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Top Down Systems Corporation
Founded
1981
Country
United States
Website
www.topdownsystems.com
Vendor Details
Company Name
CollectionWorks
Website
www.collectionworks.com
Product Features
Content Management
Audio Content
Yes
Customizable Templates
Yes
Document Indexing
Yes
E-forms
Yes
Full Text Search
Yes
Image Editor
Yes
SEO Management
No
Text Editor
Yes
Version Control
Yes
Video Content
Yes
Website Management
Yes
Customer Service
Alerts / Escalation
No
Appointment Management
No
Call Center Management
No
Email Management
No
Knowledge Base
No
Live Chat
No
Performance Metrics
No
Queue Management
No
Self Service Portal
No
Social Media Integration
No
Surveys & Feedback
No
Virtual Assistant
No
Workflow Management
No
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
No
Email Management
Yes
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
Yes
Version Control
Yes
Product Features
Debt Collection
Agency Management
No
Auto Dialer
No
Automated Notices
No
Callback Scheduling
No
Client Management
Yes
Commission Management
No
Compliance Management
No
Contact Management
No
Credit Bureau Reporting
Yes
In-House Collections
Yes
Payment Plans
Yes
Transaction Management
No
