Features

 

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.

The 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 flow.

Credit Routing & Approval

CollectSoft credit routing and approval is designed to allow for customization of process while automating.

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.

Waiting for response. When will I get my response, when will they will be in office to approve.

Create process flow, automate communications, document requests and give your staff tools to make them more efficient.

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.


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