CollectSoft

CollectSoft© is a leading accounts receivable 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.

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.