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Average Ratings 0 Ratings

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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

Perhaps you are juggling multiple projects simultaneously, or handling numerous small insurance tasks, or overseeing a five-house development site. For any project that requires enhanced management, ProjectXpert places you firmly in the driver's seat. Designed specifically for the construction industry, it aligns with your thought process. The software empowers you through strategic planning, helping you prevent oversights, excessive ordering, or unexpected deliveries, as well as cash flow hiccups. You can break down each construction phase into components such as materials, labor, equipment, and subcontractor costs over time. Instantly visualize the original project timeline alongside updated schedules, allowing you to see how changes affect the overall workflow. ProjectXpert offers a plethora of features tailored for builders, making it invaluable for managing cash flow. This tool becomes particularly essential when finances are strained and deadlines are looming, proving to be a true revolution in project management. Ultimately, it allows you to streamline operations and keep your projects on track even during challenging circumstances.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AlgoWay No 
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 
Salesforce Einstein Yes 
Stripe Yes 
Twilio Yes 
Xero Yes 
Zuora Yes 

Integrations

AlgoWay Yes 
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 
Salesforce Einstein No 
Stripe No 
Twilio No 
Xero No 
Zuora 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.
Free Trial Yes 
Free Version No 

Pricing Details

$410.75 per year
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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

CollectXpert

Country

Australia

Website

collectxpert.com

Vendor Details

Company Name

HBXL Building Software

Founded

2000

Country

United Kingdom

Website

hbxl.co.uk/product/projectxpert/

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

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing No 
CRM No 
Change Orders No 
Commercial No 
Contract Management No 
Contractors No 
Equipment Tracking No 
Estimating No 
Incident Reporting No 
Mobile Access No 
Offline Access No 
RFI & Submittals No 
Residential No 
Subcontractor Management No 
Timesheets No 

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