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
Validate is a platform designed for managing accounts receivable specifically for small and medium enterprises. This innovative tool streamlines the notification process for customers regarding overdue invoices by sending formal demand letters via USPS tracking, and it records instances of nonpayment in a national database that complies with FCRA regulations, allowing other member businesses to see these records for up to seven years.
Among its features are the creation of automated demand letters, tracking of USPS deliveries, screening of client payment histories, an account aging dashboard, and adherence to HIPAA standards for data management. The pricing structure is straightforward, charging a flat fee of $35 each month which covers unlimited account submissions and eliminates any contingency fees, making it a cost-effective solution for businesses looking to enhance their receivables management. Overall, Validate offers a comprehensive suite of tools to help businesses efficiently collect outstanding invoices while maintaining compliance with important regulations.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$35.00/month
$35.00/month for unlimited use
Free Trial
No
Free Version
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
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
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
CollectionWorks
Website
www.collectionworks.com
Vendor Details
Company Name
ValidateNow.com
Country
United States
Website
validatenow.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
No
Callback Scheduling
No
Client Management
No
Commission Management
No
Compliance Management
No
Contact Management
No
Credit Bureau Reporting
No
In-House Collections
No
Payment Plans
No
Transaction Management
No