Communications and Contact Information - The Necessities of Today's Business Environment

The capability to record client communications receive confirmation of these communications is imperative when determining future terms, and can also provide pertinent detail in the unfortunate event of the necessity to initiate litigation. The collection of notes and communications are key functions of CollectSoft©, providing a clear, concise record of discussions and communications with clients that become significantly past due. CollectSoft© enables notes to be accompanied by contact name, next contact date, the attachment of documents, and proof provided.

CollectSoft© is designed specifically with the collection process in mind. Tracking client contact detail is crucial in collection process, and CollectSoft© provides the ability to:

• Attach pertinent notes to client files.

• Document discussions with clients.

• Attach documentation provided by clients.

• Send confirmation emails of discussions with specific contact personnel.

• Track the specifics of communications, including dates and times client discussions occurred.

• Track Multiple Notes

• View and Search Previous Discussions

• Attach Multiple Documents

• Email Documents and Notes

      It can take employees an excessive

         amount of time to find and attach

        necessary documents, additional email

        and important notes - utilizing CollectSoft©     

        can eliminate this problem.