• Balance Inquiry

• CollectSoft Intelligence

• Notes

• Document Management

• Client Activities

• Routing & Approval

• Cash Projection

• Dunning Messages

• Task Assignment

• Closing Assignment

• Past Due List

• Reports

• Tasks

• Write Off List

• Integration

• CollectSoft On Line

Why CollectSoft©?

CollectSoft© is a leading collection software that provides organizations with a number of unique features, including Business Intelligence. CollectSoft is focused primarily on assisting organizations gain revenue acceleration from their past due accounts, through better delineated tasks and the utilization of business intelligence to improve their understanding of channels, territories, and specific accounts. CollectSoft solutions are a crucial element in the effort to shorten average days to pay, pertinent follow up with strategic accounts, and the ability to document and communicate with your client base.

All firms have the need and necessity to keep accurate information on past due accounts. Without the right application to successfully track and determine the exact status of  past due accounts, firms jeopardize not just revenue, but the potential future of the firm. Equally important is the ability of the application to integrate and access the information contained within the current ERP system. CollectSoft© enables firms to successfully access, track, and determine the status of past due accounts, and also provides the capability to integrate with a wide array of ERP systems.

CollectSoft© is a browser-based application that simplifies the process of tracking past due accounts, and enables personnel to fully utilize the tools it provides. CollectSoft© enables firms to:

• Generate a Task List for Accounts to Contact with Designated Call Dates

• Provide a Cash Receipt Projection Detail and Summary

• Generate Monthly Task Assignment Lists

• Closing Dates and Assignment List

• Produce Dunning Letters including Customized Message Setup

• Sort and View Data for a Complete Picture of Specific Accounts

• Keep Detailed Notes of Communications and Events with Accounts

• Email from CollectSoft© for Confirmation Purposes

• Email Documents with Detailed Notes

• Utilize the Information Currently Available in the ERP System

• Manage Client Documents and Attach Files

• View All Open Invoices Associated with the Account

• Export to Adobe, Excel, Word.

• Credit Memo Routing and Approval.

• Customized Work Flow and Process.

CollectSoft new direction in Collections

Products

CollectSoft© For Attorney's

• Call List By Collection Agent.

• Manage Documents.

• Email Dunning Messages.

• Professional Dunning Letters.

• View Past Due Days.

• Import Data Easily.

• Easy to User User Interface,

• Full Reporting Capabilities

• Customized Work Flow.

• Routing and Approval.

• Credit Score and Rating Import.