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Tracking Tasks and Customer Call Schedules

Let's face it, paper calendars are nice to look at, but they don't do much for the process of communication throughout the firm. Yet many still operate with schedules, notes, and other important facts written down on just that, or placed on one person's laptop that doesn't do a great job of forwarding detail and information to others that are crucial to the decision-making process. Without communication, the ability of firm to navigate past due accounts is severely limited, and even more important, costly.

The time spent collecting from past due accounts should be spent wisely - the effort placed by firms attempting to collect past due accounts must show results. Without effective communication, a past due account will continue to age, and the likelihood of collecting decrease exponentially. It is a necessity to have an application that provides businesses with the capability to stay organized and on track with past due accounts - that’s where CollectSoft© can help.

CollectSoft© eliminates the issue of scheduling, and even provides a default view of important dates within the firm, such as closing dates and specific deadlines. Through the CollectSoft© dashboard, staff members can view the procedures and tasks assigned to them, and with the functionality of CollectSoft©, provide specific notes and reports that inform all pertinent parties in the decision-making process.

 

 

 

 

 

 

 

         

    Without effective communication,                 

    a past due account will continue to            

    age, and the likelihood of collecting

   from such accounts decreases   

   exponentially.

 


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