Features for 1st Party Users

Flexible, automated collection system that works with your primary and accounting software packages

Collect! can be used by first party users for

B2B collections
B2C collections
Pre-collections
As a collections module

Software Features

No limit to levels and categories to classify accounts by departments, sub-departments, divisions, regions, portfolios and other
Create segmented global rule sets, action plans, automations
Build segmented communication sequences
Send calls, letters, emails and texts directly from the system free-form or batched
Use automations to complete routine actions without collector involvement
Schedule bulk actions including data exchanges with your CRM/ERM or accounting software
Complete audit trail of contacts and payments
Assign collectors to subsets of accounts
Create collector groups
Ability to enter multiple invoices per account
Ability to apply payments to specific invoices
Ability to split payments among invoices
Ability to alias field names globally or by collector group
Collector Work Queue Screens provide collection hubs
Work Queue Screen provides collectors with quick access to account screen
Work Queue Screens can be configured globally or individually
Use the features you want; leave the features you don’t want disabled
Dashboard provides high level accounts and collector activity overview with drill-down options
Ability to attach associated documents
Automatically move promise forward when promised payment is received
Ability to track debt confirmation requests and disputes
Software runs alongside your CRM/ERM and accounting software

Collect! Interacts with Other Software

Import or update account data via CSV from your primary system
Download updated account data via CSV from Collect! to your primary system
Automate after-hours data uploads and downloads between systems
Use Collect!’s and other systems’ APIs to read and write data between systems

Collect! Invoices and Statements

Individualize templates with your brand
Modify templates with your specific output requirements
Send invoices and statements via mail or email
Export invoice and statement data files for letter service

Collect! Reports

Use stock reports ‘as is’
Stock reports include AR aging report
Modify stock reports for your specific requirements
Create custom reports with the Report Utility
Have technical services build custom reports

Information at Your Fingertips

Collector’s individual Work Queue Screens bring the day’s tasks to the collector. The system manages all automated functions without collector involvement.

Primary account screen, associated screens and tabs store data for communication, reporting and collector processing.

The Report Utility enables managers to select, filter, sort and output data in many formats. Reports can be stored for repeated use in Collect!’s Report Library.

The Dashboard provides managers with real-time overview of collection activities and results with drill-down capacities. The dashboard also provides collector and client level views and a Collector Activity Dashboard ready for display on a collection floor.