Average Ratings 1 Rating
Average Ratings 1 Rating
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
Geopointe, a native AppExchange app that location-enables Salesforce and provides actionable insights for our customers' business processes, is Geopointe. See for yourself, mapping made easy - Real Simple. Geopointe is an AppExchange native application that geo-enables Salesforce and provides actionable insights for our customers' business processes. Geopointe is for whom? SALES: Plan trips and optimize routes; Log meetings notes and check-in; Cancel meetings. Features: Access the where and when of your data. Geographic Searching & Analysis. Search Any Salesforce Data. Geopointe can find any Salesforce data anywhere in the world. These searches can be anything, from a view of all Salesforce accounts, clustered according to concentrations, to a small area search for leads and prospects in the local neighborhood. Geopointe will show you the big picture with advanced visualization and filtering capabilities that identify patterns and trends you didn't know existed.
API Access
Has API
Yes
API Access
Has API
No
Integrations
MYOB
Yes
MuleSoft Anypoint Platform
Yes
SMS Broadcast
Yes
SMS-Magic
Yes
Salesforce
Yes
Salesforce Agentforce
Yes
Salesforce Agentforce Marketing
Yes
Salesforce Agentforce Service
Yes
Salesforce CPQ
Yes
Salesforce Data 360
Yes
Integrations
MYOB
No
MuleSoft Anypoint Platform
No
SMS Broadcast
No
SMS-Magic
No
Salesforce
No
Salesforce Agentforce
No
Salesforce Agentforce Marketing
No
Salesforce Agentforce Service
No
Salesforce CPQ
No
Salesforce Data 360
No
Pricing Details
From $199/month
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.
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
Free Version
No
Pricing Details
$45 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
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
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
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
CollectXpert
Country
Australia
Website
collectxpert.com
Vendor Details
Company Name
Geopointe
Country
United States
Website
www.geopointe.com
Product Features
Debt Collection
Agency Management
Yes
Auto Dialer
Yes
Automated Notices
Yes
Callback Scheduling
Yes
Client Management
Yes
Commission Management
Yes
Compliance Management
Yes
Contact Management
Yes
Credit Bureau Reporting
Yes
In-House Collections
Yes
Payment Plans
Yes
Transaction Management
Yes
Product Features
Field Sales
Activity Tracking
No
CRM
No
Channel Management
No
Collaboration Tools
No
Controlled Access
No
Dashboard Management
No
Expense Management
No
Fast Estimates
No
Inventory Management
No
Invoices
No
Lead / Opportunity Management
No
Online Payments
No
Order Management
No
Quoting
No
Reporting / Analytics
No
Route Optimization
No
Territory Management
No
Time Tracker
No
Visit Scheduling
No
Workflow Management
No
Route Planning
Capacity Planning
No
Drag & Drop Scheduling
Yes
Driver Management
Yes
Emergency Dispatch
No
GPS Tracking
No
Performance Metrics
Yes
Route Costing
No
Territory Management
Yes