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

Pricing Starts At:
From $199/month
Pricing Information:
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

Integrations

API:
Yes, CollectXpert has an API

Reviews - 1 Verified Review

Total
ease
features
design
support

Company Details

Company:
CollectXpert
Headquarters:
Australia
Website:
collectxpert.com
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Product Details

Platforms
Web-Based
Windows
Mac
Chromebook
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Business Hours
Online Support

CollectXpert Features and Options

Debt Collection Software

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

CollectXpert User Reviews

Write a Review
  • Name: Anonymous (Verified)
    Job Title: Finance Manager
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 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.

    Read More...
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