Workflow management is one of the common issue many organization must face. Who does what, what are authority level, how are those policies communicated, and are policies being followed.

Is management informed of various actions that require their involvement.

CollectSoft has multiple workflow options that will assist your organization to manage and streamline processes. Workflow management is specially important to manage, issuance of credit memo, sending dunning letters and many other functions.

CollectSoft includes many process management tools and can be customized to fully meet your process.

CollectSoft collection management module is the most complete collection management tool programmed using the cutting edge technology, designed to be easy to use and navigate. With low TCO and maintenance.

CollectSoft credit routing and approval is designed to allow for customization of process while automating.

Create Credit or Invoice, Attach documents, and route to appropriate persons for approval. Full Audit trail of approval activity with reports on process step.

With our expert team will bring experience from wide range of industries that can be utilized to define your processes and  customize additional routing processes.

Allow our consulting team will help you determine your current process, align you with best practices and customize, implement CollectSoft for maximum efficiency and control.

Create process flow, automate communications, document requests and give your staff tools to make them more efficient.

Fully automated email functionality will automate notification and routing. Audit trail of activity and notifications will allow to monitor and measure productivity.

CollectSoft includes reports and views that are very intuitive and easy to navigate. Workflow that is easy to follow and manage.