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What is PFM Cloud?

The core function of PFM revolves around creating a personalized business network to collect data from interconnected devices, which enables centralized control and monitoring through a unified account dashboard. Once you log into your PFM Cloud account, the first step is to establish customer accounts that may consist of service providers and their related subaccounts. The client accounts are crucial as they host the rented devices, facilitating streamlined organization. To ensure effective data transfer, PFM Cloud communicates with an application called PFM Agent, which needs to be installed within the network where the devices are located; this application handles the return of the gathered data to your cloud account. Moreover, PFM Agent plays a significant role in safeguarding the data by sending it via a fully secure and encrypted connection. You also have the ability to perform multiple installations for each customer account, which requires configuring a PFM Agent for every client account added to your business network, thus aiding in the consolidation of various network locations. This interconnected framework not only optimizes data management but also significantly boosts operational efficiency across multiple customer accounts, allowing for a more cohesive business strategy. Ultimately, the seamless integration of these components fosters a robust system for managing and overseeing your connected devices.

What is CollBox?

Boost your debt collection effectiveness with CollBox, a solution designed to alleviate the challenges of collecting payments owed to you. The often frustrating and protracted task of securing rightful payments becomes much easier with CollBox, which effectively integrates with your existing cloud accounting software. It allows for the identification of overdue accounts and promptly connects you with the most fitting solution provider, whether that’s a caring Receivables Specialist or a reputable Collection Agency. By meticulously evaluating your accounts receivable, CollBox uncovers customers who either delay their payments or completely neglect them. You simply select the overdue accounts you want help with, and we take care of everything else. CollBox boasts a dedicated network of reliable and vetted receivables agents and collection firms, guaranteeing your specific debts are matched with a provider that has a proven track record in your industry. Thanks to CollBox's seamless integration with cloud accounting platforms, you can immediately enhance your collection strategies and discover a more efficient method for recovering your assets. This innovative approach not only saves you time but also maximizes the likelihood of successful debt recovery.

Media

Media

Integrations Supported

FreshBooks
Invoiced
QuickBooks Online
QuickBooks Online Advanced
Sage Accounting
Xero

Integrations Supported

FreshBooks
Invoiced
QuickBooks Online
QuickBooks Online Advanced
Sage Accounting
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PFM Cloud

Company Website

www.pfmcloud.com

Company Facts

Organization Name

CollBox

Date Founded

2015

Company Location

United States

Company Website

collbox.co

Categories and Features

Categories and Features

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

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