CollectXpert : Debt Recovery Automation Collections Management Software
CollectXpert: in summary
CollectXpert is an end-to-end collections lifecycle solution built on Salesforce. It integrates with on- and off-platform apps and is powered by a configurable rules engine.
Highlights
- Customer 360 Analysis - Unified view of interactions, invoices, payments, disputes, and history. Snapshot risk profile, exposure, and active collections.
- Customer Segmentation - Segment by payment behavior, risk, demographics, tenure, balance, and more.
- Dynamic Collection Strategies - Tailored activities per segment with a visual timeline across the collection journey.
- Rules Engine - Configuration-driven logic to customize workflows, eligibility, dunning, SLAs, and compliance.
- Automation Processor - Executes strategies, schedules outreach, updates statuses, and triggers escalations automatically.
- Reports & Dashboards - Salesforce-native analytics for aging, DSO, PTP kept/broken, and team productivity.
- Pre-built Adapters - Plug into Salesforce - Marketing Cloud, Twilio, and SMS Magic for email/SMS/voice.
- Agency Collaboration - Assign placements, share artifacts/notes securely, and track outcomes with partners.
Supported Industries - B2B SaaS, fintech/lending, utilities, e-commerce/marketplaces, logistics, education, and more.
Its benefits
Customer Segmentation, Dynamic Collection Strategies
Customer 360, Automation Processor - Workflow Automation
Omnichannel Outreach, Personalized Customer Messaging
Payment Plans, Hardship Support
Pre-built Adaptors, Reports & Dashboard
CollectXpert: its rates
standard
Rate
On demand
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