CWX Description

Comprehensive client management software encompasses all essential features required for effective oversight of a client base, including complete trust accounting functionalities. Additionally, it includes extensive debtor management capabilities that facilitate the efficient queuing of accounts for follow-up, the modification of account statuses, the establishment of payment promises, tracking of commitments, scheduling of payments, generating letters, and maintaining permanent notes. The system also features a document imaging module that enables the scanning of images into the platform for seamless attachment to client accounts. Furthermore, it allows for the integration of delinquent accounts into a web dialer based on various criteria, supporting both inbound call handling and message dispatch to debtors, while also providing automatic updates to debtor records from the results of the dialing process. Moreover, the system supports an unlimited capacity to add new clients, debtors, employees, letters, statuses, and other essential components, ensuring that the management process remains robust and scalable as needs evolve. This flexibility ultimately enhances the overall efficiency and effectiveness of client and debtor management within the organization.

Integrations

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Company Details

Company:
CollectionWorks
Website:
www.collectionworks.com

Media

CWX Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Live Training (Online)
Customer Support
Online Support

CWX Features and Options

Debt Collection Software

Client Management
Credit Bureau Reporting
In-House Collections
Payment Plans

CWX User Reviews

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