Manage the life cycle of both B2B and B2C debtors more effectively and achieve a quicker turnaround on cases with our cloud-based Collections CRM software.
Collections CRM software offers a complete backend solution to managing any type of debtor. The software allows full process management including initial prospecting and individual workflow processes of each new debtor through to final customer/debtor transactions.
Collections Cloud CRM provides full workflow processing and intelligent task management against each debtor. Each workflow produces documents and tasks with ease, while maintaining a personal touch using data mapping fields on any templates stored within Collections CRM.
Speed up your court proceeding with the built in court management system including details from Pre-Trial, Financial Ombudsman, Courts, FSCS and Settlement Details tracked against each debtor from all areas of the software. This includes debtor details, which provide a quick analysis based on debtor transaction/case stage.
With full data folder storage assigned to each debtor, all relevant case documentation can be accessed by each member of staff with permission from any location enabling an instant response to clients.
Collections CRM has a full report manager built in to the system, allowing you to produce bespoke reports from all areas of the software including debtor details providing a quick analysis based on debtor transactions/case stage.
Effectively manage your debtor hearings from pre-trial to settlement details with our powerful court management area.
Fully customise the CRM using your company logo and colours to create a professional, unique experience.
Send documents, statements, emails and SMS directly from the CRM. Plus, communicate with clients at speed using Quick Links to all templates.
Reporting is crucial for any business to gain an understanding of what works and what doesn't. Our reporting suite allows you to report on any or multiple database fields.
Individual contract management for B2B and B2C customers helping financial and resource forecasting.
Flexibly create tasks either manually or automatically for yourself or another user, improving efficiency by eliminating forgotten tasks. Plus, make use of Productivity Reporting upon task completion.
Flexibly assign different permissions for users based on their seniority or job role, eliminating risk and ensuring users only see what’s relevant to them.
Book a call and see how our software can transform your business.
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