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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

CollectX serves as a comprehensive CRM solution specifically designed for debt collection and call center operations, catering to the diverse needs of various team roles including administrators, managers, tele-callers, field team leaders, and back-office personnel. The platform features an array of tools tailored for call centers, such as manual, automated, power, and IVR calling options, alongside capabilities for call recording, data dashboards, management information system (MIS) reporting, feedback collection, and generating pickup requests. In terms of field operations, it assists users in navigating customer addresses, tracking visit and call histories, obtaining contact details, monitoring team activities, gathering visit feedback, and facilitating WhatsApp sharing for efficient communication. Back-office functionalities encompass semi-automated task distribution, reminder systems, employee lifecycle management, attendance tracking, incentive management, payroll administration, petty cash oversight, asset management, and the ability to export reports. Additionally, managers benefit from real-time monitoring through dashboards and live tracking of field activities; the system is equipped to create linear PDFs, client identification cards, and biodata documents. Pricing for CollectX is based on team size rather than individual users, offering tiered plans that accommodate teams with up to 20, 50, 100, or an unlimited number of users, ensuring flexibility and scalability for varying organizational needs. This versatility makes CollectX a valuable tool for organizations looking to streamline their debt collection and communication processes effectively.

Description

PensionPro is a comprehensive cloud software solution aimed at enhancing the efficiency of Third Party Administrators (TPAs) by simplifying plan management, client interactions, and overall business operations. It features three different levels: TRACK, TEAM, and BUSINESS, each specifically designed to cater to diverse organizational requirements. TRACK is the foundational tier, offering fundamental tools such as Client Relationship Management (CRM), a Plan Cycle Milestone Dashboard, and basic reporting options. Additionally, it grants access to PlanSponsorLink.com, a secure portal that facilitates seamless information sharing between administrators and their clients. The TEAM tier builds on the capabilities of TRACK by incorporating features like online data collection, time tracking, mass email functionality, fee schedule oversight, and integration with ftwilliam.com for necessary forms and compliance needs. This level is crafted to enhance operational organization and streamline internal processes, ultimately boosting profitability. Furthermore, the BUSINESS tier offers even more advanced tools and analytics to support larger organizations in maximizing their operational effectiveness.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

WhatsApp Yes 

Integrations

WhatsApp No 

Pricing Details

₹9,000/month
Basic: ₹9,000/month for up to 20 users; Professional: ₹17,000/month for up to 50 users; Enterprise: ₹28,000/month for up to 100 users; Premium: ₹44,000/month for unlimited users. Pay six months and get one month free, or pay 12 months and get three months free. Taxes extra where applicable.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
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 Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Code First IT Hub

Founded

1992

Country

India

Website

www.codefirstithub.com

Vendor Details

Company Name

PensionPro

Founded

2010

Country

United States

Website

pensionpro.com

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 

Product Features

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