CollectXpert 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.
Pricing
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.
Company Details
Product Details
CollectXpert Features and Options
Debt Collection Software
CollectXpert User Reviews
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
From Manual Excel Tracking to Intelligent Collections Automation Date: Jan 29 2026
Summary: CollectXpert completely streamlined how our teams handle overdue accounts. We moved from manual Excel tracking to intelligent workflows that automatically trigger reminders, segment customers, and performs next actions. The dashboards give a complete 360° view of each customer, and our agents now spend time on meaningful follow-ups rather than admin work.
Positive: The biggest strength of CollectXpert is its ability to automate collections while improving focus. Intelligent workflows handle reminders and segmentation seamlessly, and the Customer 360 dashboards deliver full receivables clarity. This shift has freed our teams from manual work and made follow-ups far more efficient.
Negative: So far, the platform has been very effective and easy to adopt across teams.
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