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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
Users of the debt management platform gain immediate access to a comprehensive array of information concerning both historical and current debt issuances, including detailed schedules for debt service organized at the CUSIP level, specific sources and uses of funds, call features, redemption options, and the distribution of debt service across various funds, along with pertinent details such as financing participants and ratings history. This system offers a well-structured overview of debt obligations that encompass call provisions, sinking funds, terms, and redemption timelines. It meticulously monitors outstanding debt at multiple levels—project, division, and enterprise—and provides in-depth reports on remaining principal, interest, and payment obligations for all securities tied to a specific bond issue. Additionally, it integrates scheduled debt payments with our cash flow module, allowing for effective management of liquidity and ensuring that users can maintain a clear picture of their financial commitments. This holistic approach not only enhances transparency but also empowers users to make informed decisions regarding their debt portfolios.
API Access
Has API
API Access
Has API
Integrations
MYOB
MuleSoft Anypoint Platform
SMS Broadcast
SMS-Magic
Salesforce
Salesforce Agentforce
Salesforce Agentforce Marketing
Salesforce Agentforce Service
Salesforce CPQ
Salesforce Data 360
Integrations
MYOB
MuleSoft Anypoint Platform
SMS Broadcast
SMS-Magic
Salesforce
Salesforce Agentforce
Salesforce Agentforce Marketing
Salesforce Agentforce Service
Salesforce CPQ
Salesforce Data 360
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
SymPro Treasury Management Solutions
Founded
1985
Country
United States
Website
sympro.com/debt-management-software/
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
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