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CollectXpert is a modern collections platform that turns overdue invoices into predictable cash flow. It unifies the lifecycle, from segmentation and outreach to resolution in one data-driven workspace. Key capabilities: no-code strategy builder; omnichannel dunning (email/SMS/voice) with throttling and quiet hours; agent console; promise-to-pay & dispute management; actionable analytics; ERP/CRM and payment integrations; and compliance by design. Collect more, resolve faster, stay compliant now.
5 / 5
Features
5 / 5
Ease of Use
5 / 5
Value For Money
5 / 5
Customer Support
Richard Thompson
Company Size: 10-49 Employees
5.0
From Late Payments to Predictable Cash Flow
What do you like about CollectXpert?
CollectXpert has made our collections much easier with automated reminders, customer segmentations, and flexible payment plans. The dashboards also give us clear visibility into receivables and performance.
What you don't like about CollectXpert?
Nothing significant so far, the experience has been smooth.
What challenges does CollectXpert help you to address?
It helps reduce long payment cycles and manual follow-ups while keeping customer relationships intact.
What benefits did you experience while using CollectXpert?
We’ve experienced faster collections, improved efficiency, and much better visibility into our receivables. The ability to track what actions are working, segment accounts intelligently, and offer flexible payment options has made the overall process more effective and less stressful for both our team and customers.
What is your advice to people looking out to buy CollectXpert?
My advice would be to clearly map your collections process, so you can take full advantage of the dashboards, automation, and segmentation features. If you want to improve collections speed without damaging customer relationships, CollectXpert is a strong solution to consider.
The top 5 features of CollectXpert include:
CollectXpert serves a wide range of businesses including Startups, SMEs, Agencies, Enterprises.
Yes, CollectXpert integrates seamlessly with: Salesforce, Stripe, Xero, Salesforce Service Cloud, MuleSoft Anypoint Platform, Twilio, Salesforce Marketing Cloud, Salesforce Platform, MYOB Business, Zuora, Salesforce CPQ & Billing, SMS-Magic
CollectXpert is compatible with multiple platforms, Windows,Macintosh
The top three competitors of CollectXpert are 9ci, CAMS and AdvantEdge. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.
Yes, CollectXpert offers a trial option, allowing you to test its features and functionality before committing. This trial access helps you assess how well the software meets your specific needs and ensures it’s a good fit for your business.
