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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
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$30000.00/year
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
Customer Service
Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Debt Collection
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
