Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Xocashflow is a web-based application that significantly simplifies the task of following up on overdue invoices. Tailored for users of the Xero accounting platform, this tool automatically identifies overdue invoices and the duration of their lateness, allowing you to send personalized email reminders to all or most of your debtors with just one click. By eliminating the tedious process of individually contacting each debtor, Xocashflow enables you and your team to concentrate on more significant tasks while efficiently managing overdue accounts with just a couple of clicks each day. Investing your time and that of your team into productive, high-value activities is now more feasible, as the days of dedicating time solely to emailing small debts are over. This shift allows you to streamline operations, cut costs, and empower your staff to engage in more strategic initiatives. One of the standout advantages of using xocashflow is the enhancement of your overall cashflow position, which can have a substantial impact on your business's financial health. The convenience of this application ensures that your focus remains on growth and development rather than on administrative follow-ups.
API Access
Has API
No
API Access
Has API
No
Integrations
Xero
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$10 per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
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)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
CollectionWorks
Website
www.collectionworks.com
Vendor Details
Company Name
xocashflow
Country
Australia
Website
www.xocashflow.com
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
Product Features
Debt Collection
Agency Management
No
Auto Dialer
No
Automated Notices
Yes
Callback Scheduling
No
Client Management
Yes
Commission Management
No
Compliance Management
No
Contact Management
No
Credit Bureau Reporting
No
In-House Collections
No
Payment Plans
Yes
Transaction Management
No