Workflow management is one of the most common issues
many organizations must face. Who does what? At what
authority level? How are those policies communicated?
Are the policies being followed? Is management informed
of various actions that require their involvement?
CollectSoft has multiple workflow options that will
assist your organization to manage and streamline
processes. Workflow management is especially important
in order to manage contacts, the issuance of credit
memo, sending dunning letters, and many other functions.
CollectSoft includes many process management tools and
can be customized to fully meet your process.
CollectSoft collection management module is the most
complete collection management tool; programmed using
the cutting edge technology, designed to be easy to use
and navigate, with low TCO and maintenance, CollectSoft
provides clients with the advantages to ensure cash
Credit Routing & Approval
CollectSoft credit routing and
approval is designed to allow for customization of process
Create Credit or Invoice,
Attach documents, and route to appropriate persons for
approval. Full Audit trail of approval activity with reports
on process step.
With our expert team will
bring experience from wide range of industries that can be
utilized to define your processes and customize
additional routing processes.
Allow our consulting team
will help you determine your current process, align you with
best practices and customize, implement CollectSoft for
maximum efficiency and control.
Credit, settlement process flow
in CollectSoft allows you to create process rule, and assign
approvers based on predefined amounts.
Fully automated email
functionality will automate notification and routing. Audit
trail of activity and notifications will allow to monitor
and measure productivity.
CollectSoft includes reports
and views that are very intuitive and easy to navigate.
Workflow that is easy to follow and manage.