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ease
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Average Ratings 0 Ratings

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ease
features
design
support

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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.

Description

The Xperts CLP Software is designed to help businesses recognize and retain their loyal customers by analyzing purchasing patterns, thereby enhancing marketing strategies and thriving in competitive markets. It allows you to collect customer data, issue loyalty cards, manage membership levels, track loyalty points, and redeem those points effectively. The software also facilitates the analysis of customer sales history for promotional activities, sends event mailers for special occasions, and provides regular newsletters on the latest trends, along with SMS greetings for anniversaries, birthdays, and other significant events. Additionally, Xperts CLP Software can seamlessly extract and export financial operations to accounting programs like Tally, ensuring that your financial records are well-maintained. With robust SMS integration, it aids in promoting your business effectively in a crowded marketplace. Furthermore, this software empowers business owners to stay connected with their customers, fostering long-term loyalty and engagement.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

InventiX PlanIT
MYOB
MuleSoft Anypoint Platform
PFIM CMMS
Peritus LMS
SMS Broadcast
SMS-Magic
Salesforce
Salesforce Agentforce
Salesforce Agentforce Marketing
Salesforce Agentforce Service
Salesforce CPQ
Salesforce Data 360
Salesforce Einstein
Stripe
Twilio
Xero
Zuora

Integrations

InventiX PlanIT
MYOB
MuleSoft Anypoint Platform
PFIM CMMS
Peritus LMS
SMS Broadcast
SMS-Magic
Salesforce
Salesforce Agentforce
Salesforce Agentforce Marketing
Salesforce Agentforce Service
Salesforce CPQ
Salesforce Data 360
Salesforce Einstein
Stripe
Twilio
Xero
Zuora

Pricing Details

From $199/month
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

CollectXpert

Country

Australia

Website

collectxpert.com

Vendor Details

Company Name

Experts IN Solutions

Founded

2008

Country

India

Website

www.expertsin.com/customer-loyalty-program.html

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

Product Features

Customer Loyalty

CRM
Corporate Memberships
Customer Activity Tracking
Discount Management
Gift Card System
Loyalty Card System
Member Portal
Membership Management
No-Card Loyalty System
Referral Tracking
Rewards Management

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