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Collectxpert

CollectXpert, automates collections and now manages payment extensions!

CollectXpert, automates collections management and now manages payment extensions!

The business world is more competitive than ever, and navigating through economic ups and downs is always challenging. Overcoming these obstacles can be daunting, and effective cash-flow management is always crucial for a business to succeed. In this landscape, maintaining customer loyalty and ensuring timely payments are critical tasks.

Overseeing pending payments, timely reminders, following up, tracking details, and reviewing a customer’s payment history often requires time a business could allocate elsewhere. Many businesses, facing financial constraints, don’t realise there is an automated solution: CollectXpert, your comprehensive collections management product, built on the #1 CRM platform, Salesforce.

Our software streamlines your collections management processes, enabling you to focus on core business activities. Our suite of features includes:

  • Customer Segmentation: Segment customers based on spend, payment history, location, preferences, behavioural attributes, or on parameters you select.
  • Communication: Engage with your customers through multiple channels; SMS, email, call campaigns, letters as determined by their segment / cohort.
  • Automation: Automate email / SMS / letter personalisation and send — reduce time and costs spent on these tasks.
  • Adaptability: CollectXpert seamlessly integrates with your existing systems, ensuring a smooth workflow transition.

Our latest addition, Payment Extensions: we’re committed to providing comprehensive solutions that transcend traditional collections management practices. We’re excited to introduce CollectXpert’s Payment Extensions. Aimed at reducing supporting you to provide flexibility if your customers need to defer a payment to a later date. As an agent or organisation, not only do you provide immediate relief to customers, but you also demonstrate a commitment to their success and financial stability in their difficult times. The extensions offered will follow templates you define.

From a customer’s point of view: a company that offers payment extensions provides peace of mind during hardship, and a memorable customer experience. From an organisation’s standpoint, you streamline a manual process, improve visibility, and retain customers.

At CollectXpert, our product goal is to offer a complete collections management solution. It’s a partnership and including Payment Extensions is a testament to our commitment to your success.

To learn more or schedule a personalised demo, get in touch with the CollectXpert’s team today!

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