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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.
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Showing 4 of 4 Reviews
Great solution!
CollectXpert was successfully implemented and configured on Salesforce, providing a unified platform for commercial management and collections that has significantly improved visibility and efficiency. The solution was delivered fully operational in Spanish, which was essential for user adoption despite the implementation being conducted in English.
One platform that does it all!
Implementing CollectXpert has been a massive success to our finance team. The Xero invoice sync was seamless, within hours we had all of our customer data aligned in Salesforce, allowing us to build tailored collection strategies almost instantly. What used to take days of manual reconciliation is now automated and transparent. Beyond that, the segmentation features help us classify high-risk and low-risk customers with ease, ensuring our team focuses energy where it matters most. The visibility and control we've gained has not only reduced overdue balances but also improved customer relationships. CollecXpert feels less like a toll more like an extension of our team
Great product, great team!
We just deployed Collect Xpert in December 2024 to replace Lockstep Anytime and I am loving it in our Salseforce environment! No more 3rd party app I have to keep updated and all Salesforce users have access to more information. I also really enjoyed working with the Collect Xpert team and already have plans in motion for phase 2. Highly recommend!
A complete game changer!
CollecXpert completely changes our operations. The easy-to-use interface simplified our processes and made the collection work smoothly and hassle-free. Automated reminders dramatically improved our payment collection and effortlessly increased our revenue. The customizable features meet our specific needs perfectly, providing a seamless experience. Kudos to the developers for such an amazing tool! 5 stars without a doubt.