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Description

Financing screens provide the capability to set up payment plans and facilitate loan origination, while comprehensive budget analysis and scoring streamline the loan approval process. You can connect with debtors through various channels such as web, email, mail, and text messages, enhancing the efficiency of communication between debtors and staff via our integrated workflow system. Our customizable screens enable users to adjust, rename, or conceal fields independently, ensuring a tailored experience at no additional charge. CollectPlus Debt Collection Software is an essential tool for any debt collection agency aiming for effective operation. Additionally, this software is widely utilized by businesses that need to manage or recover debts accrued during their regular operations, known as first-party debt collection. A standout feature of our software is its ability to create and monitor recurring payment plans, making it easier to manage ongoing collections. Moreover, this functionality not only simplifies the process for the agency but also provides debtors with a more manageable way to repay their debts.

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

MYOB No 
MuleSoft Anypoint Platform No 
SMS Broadcast No 
SMS-Magic No 
Salesforce No 
Salesforce Agentforce No 
Salesforce Agentforce Marketing No 
Salesforce Agentforce Service No 
Salesforce CPQ No 
Salesforce Data 360 No 
Salesforce Einstein No 
Stripe No 
Twilio No 
Xero No 
Zuora No 

Integrations

MYOB Yes 
MuleSoft Anypoint Platform Yes 
SMS Broadcast Yes 
SMS-Magic Yes 
Salesforce Yes 
Salesforce Agentforce Yes 
Salesforce Agentforce Marketing Yes 
Salesforce Agentforce Service Yes 
Salesforce CPQ Yes 
Salesforce Data 360 Yes 
Salesforce Einstein Yes 
Stripe Yes 
Twilio Yes 
Xero Yes 
Zuora Yes 

Pricing Details

$150 per month
Free Trial No 
Free Version No 

Pricing Details

From $199/month
TIERED-USAGE
Our Plans and Pricing
Starter - For individuals and collaborators
Professional - For agencies and small teams
Business - For mid-size businesses and large teams
Enterprise - For enterprise organizations and large agencies

*Estimates based on common delinquency rates / payment trends / collection activities.

*Special discount available for multi-year contracts across all tiers.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

Customer Support

Business Hours Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CollectPlus

Founded

1995

Country

United States

Website

www.collectplus.com

Vendor Details

Company Name

CollectXpert

Country

Australia

Website

collectxpert.com

Product Features

Debt Collection

Agency Management Yes 
Auto Dialer Yes 
Automated Notices Yes 
Callback Scheduling Yes 
Client Management Yes 
Commission Management Yes 
Compliance Management No 
Contact Management Yes 
Credit Bureau Reporting Yes 
In-House Collections Yes 
Payment Plans Yes 
Transaction Management Yes 

Product Features

Debt Collection

Agency Management Yes 
Auto Dialer Yes 
Automated Notices Yes 
Callback Scheduling Yes 
Client Management Yes 
Commission Management Yes 
Compliance Management Yes 
Contact Management Yes 
Credit Bureau Reporting Yes 
In-House Collections Yes 
Payment Plans Yes 
Transaction Management Yes 

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