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CollectXpert - Debt Collections for Salesforce
Collections made easy
- Industries
- Horizontal ProductFinancial ServicesManufacturing
- Business Need
- ProductivityCustomer ServiceAccounting
- Requires
- None
- Compatible With
- Sales CloudService CloudRevenue Cloud Billing
CollectXpert is a debt collections lifecycle management solution that allows businesses to manage & administer E2E debt collection cycles within Salesforce. Easily able to integrate with on & off-platform apps. Driven by a strong config-based rule engine.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudRevenue Cloud Billing
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- CollectXpert/CXP v1.104 1.104.0
- Listed On
- 05/16/2021
- Latest Release
- 03/30/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 33Custom Tabs: 11Custom Apps: 3
- Lightning Components
- Global: 13App Builder: 1Community Builder: 0
- Languages
- DutchEnglishFinnishFrenchGermanDanishItalianJapaneseKoreanPortugueseRussianSimplified ChineseSpanishSwedishThaiTraditional Chinese
Security
Additional Details
Debt Collection is a crucial business operation and is no longer a billing apps function. Provide your service and collections agents with the 360° view of a customer with all the service and collections data right within the native Salesforce Platform. CollectXpert enables you to custom define an E2E Dunning Process on Salesforce. You can integrate with any on and off-platform Billing and AR solution to fully automate the process. Customer segmentation within the platform allows you to implement specific collection strategies to specific customer segments. CollectXpert provides the power to define the customer strategies and customer segments to maximize the debt collections. CollectXpert also enables you to use your own communication platforms to deliver various communications to your customers. You can start your collection process from any salesforce object, Standard or Custom. Connect CollectXpert with a CTI platform to fully automate the outbound collection calls. By fully automating the collections process, companies will reduce the cost to the business and maximise your returns. Say NO to manual collection tasks and empower yourself with full automated collections app.
Need help?
CollectXpert
Melbourne, AUS