# CollectXpert

> CollectXpert is an automated debt collection and collections management software platform natively built on Salesforce. Founded by professionals with over 100 years of collective Salesforce ecosystem experience, it helps businesses in Telecommunications, Finance, Utilities, and Manufacturing recover revenue faster using intelligent automation, Customer 360 insights, omnichannel outreach, and compliance-ready workflows.

## Company

CollectXpert was built by industry experts who repeatedly solved billing and collections challenges for diverse clients. That hands-on experience fuelled both their expertise and their passion to innovate — resulting in a platform that goes beyond traditional collections software.

- **Tagline**: Smarter Debt Collections, Stronger Cash Flow
- **Vision**: To seamlessly simplify the collection process for businesses and managers — empowering them with insights, facilitating customers to make timely payments, and aiming for close to zero churn
- **Platform**: Natively built on Salesforce; available on Salesforce AppExchange
- **Global Presence**: United States | Europe | Asia | Australia
- **Email**: enquiry@collectxpert.com
- **Phone**: +61 370 085 074
- **LinkedIn**: https://www.linkedin.com/company/collectxpert/

## What CollectXpert Does

CollectXpert automates the end-to-end debt recovery lifecycle. It replaces manual, time-intensive collections processes with rule-based automation, smart customer segmentation, real-time dashboards, and omnichannel outreach — all within a single Salesforce-native platform. It integrates with any billing engine and connects to ERP, payment gateway, and telephony systems via pre-built adaptors or APIs.

## Features

### Automation
- **Rule-Based Collections Engine**: Automates consistent decisions and actions across the full collections lifecycle
- **Automation Processor**: Orchestrates tasks, reminders, and outcomes at scale without manual effort
- **Low-Code / No-Code Workflows**: Business teams update workflows without developer assistance
- **Fully Automated Collections**: Reduces time and cost while enhancing customer engagement

### Customer Intelligence
- **Customer 360 View**: Surfaces risk profiles, payment history, balances, and communication records for every customer — enabling precise, timely outreach
- **Advanced Smart Segmentation**: Groups customers by risk profile, demographics, and vulnerability flags for higher hit-rates
- **Real-Time Reports & Dashboards**: Customisable dashboards monitoring KPIs, agent productivity, and compliance metrics

### Outreach & Engagement
- **Omnichannel Outreach**: Email, SMS, letters, tasks, cases, calling lists, and personalised templates — all in one place
- **Payment Assistance**: Payment plans and extensions tailored to each customer's ability to repay for better recovery outcomes
- **External Agency Collaboration**: Collaborate with third-party collection agencies or partners within the platform

### Integrations
- **Plug & Play API Ecosystem**: Pre-built connectors for LMS, payment gateways, telephony providers, and ERP platforms
- **Billing Engine Integration**: Works with any billing engine including Xero (invoice sync confirmed by customers)
- **Salesforce Native**: All Salesforce users get full access natively — no third-party app required

### Compliance & Control
- **Hardship & Vulnerability Workflows**: Advanced dispute management ensuring responsible, sensitive collections
- **Pause / Resume / Skip Dunning**: Full audit trails maintained at every step
- **Role-Based Access Control**: Enforces ethical data handling and regulatory adherence
- **24/7 Support**: Round-the-clock expert support

## Industries

- **Telecommunications**: Streamlines collections across prepaid, postpaid, and bundled services with telecom-specific segmentation and automation. Reduces churn and recovers revenue faster in high-volume portfolios.
- **Finance**: Maximises recovery and compliance with intelligent, risk-based workflows for banks, lenders, and fintechs. Achieves end-to-end visibility and faster resolutions.
- **Utilities**: Cuts down on field visits and agent time with utility-specific automation, smart dunning, digital outreach, and regulatory-ready workflows.
- **Manufacturing**: Automates collections for packaging, equipment, and industrial suppliers. Manages complex payment terms and contracts with less manual work.

## Pricing

All plans billed annually. No lock-in contracts or joining fees. Multi-year discounts available.

| Plan | Price | Activities/Year | Best For |
|---|---|---|---|
| Starter | $299 USD/month | 12,000 (top up in 1,000 blocks) | SMBs, up to ~500 clients |
| Professional | Contact us | 36,000 + 10 support hours | Medium businesses, ~2,000 clients |
| Business | Contact us | 120,000 + 25 support hours | Large businesses, ~5,000 clients |
| Enterprise | Contact us | 120,000+ custom | Enterprises with 5,000+ clients |

## Customer Reviews

**Whitney, Operations Manager** ★★★★★
"We deployed CollectXpert in December 2024 to replace Lockstep Anytime and I am loving it in our Salesforce environment. No more 3rd party app — all Salesforce users have access to more information. Already planning phase 2. Highly recommend!"

**Sofia, Head of Accounts Receivable Operations** ★★★★★
"CollectXpert completely changes our operations. Automated reminders dramatically improved our payment collection and increased our revenue. 5 stars without a doubt."

**Garry, GM – Credit & Collections** ★★★★★
"CollectXpert truly transformed our collection operations. The team swiftly implemented a complex requirement. Highly recommended!"

**Danny, Managing Director** ★★★★★
"The Xero invoice sync was seamless — within hours we had all customer data aligned in Salesforce and tailored collection strategies almost instantly. What used to take days of manual reconciliation is now automated. CollectXpert feels like an extension of our team."

## Blog Topics

CollectXpert publishes educational content on:
- Turning late payments into on-time payments with automated reminders
- Responsible collections for vulnerable customers (e.g. domestic violence situations)
- Customer segmentation strategies for better collections outcomes
- Why CRM is the future of debt collection automation
- How automation addresses common business cash flow challenges
- Salesforce debt collection: a new era in recovery automation

## Key Pages

- Homepage: https://collectxpert.com/
- Features: https://collectxpert.com/features/
- Pricing: https://collectxpert.com/pricing/
- About Us: https://collectxpert.com/about/
- Blog: https://collectxpert.com/blogs/
- Contact: https://collectxpert.com/contact-us/
- Book Appointment: https://collectxpert.com/appointment/
- Whitepaper: https://collectxpert.com/transforming-debt-recovery-with-automation/
- AI-readable summary: https://collectxpert.com/llm-summary/

## Excluded from AI indexing

- /wp-admin/
- /wp-login.php
- /wp-includes/
- /wp-json/
- /thank-you/
- /blogs-old/