What is CollectX?
CollectX is an all-encompassing CRM platform crafted specifically for debt collection and call center workflows, addressing the varied requirements of team members, including administrators, managers, tele-callers, field team leaders, and back-office staff. The system provides a comprehensive suite of tools for call centers, featuring options for manual, automated, power, and IVR calling, while also supporting call recording, data visualization through dashboards, management information system (MIS) reporting, feedback collection, and the generation of pickup requests. When it comes to field operations, CollectX aids users in navigating customer addresses, tracking the history of visits and calls, acquiring contact information, monitoring team performance, collecting feedback from visits, and enabling efficient communication via WhatsApp sharing. In the realm of back-office operations, it offers functionalities like semi-automated task distribution, reminder systems, employee lifecycle management, attendance tracking, incentive administration, payroll management, petty cash oversight, and asset management, as well as the capacity to export various reports. Moreover, managers can take advantage of real-time insights through dashboards and live tracking of field operations, with the capability to generate linear PDFs, client ID cards, and biodata documents. The pricing structure for CollectX is determined by the size of the team rather than the number of individual users, providing tiered plans that cater to teams with varying capacities, such as 20, 50, 100, or unlimited users, thereby ensuring adaptability and growth for different organizational requirements. This wide-ranging adaptability establishes CollectX as an indispensable resource for organizations aiming to enhance their debt collection and communication strategies effectively while also fostering collaboration among team members.
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Screenshots and Video
Mobile dashboard showing an allocation total, Follow-Up and Summary tabs, role filters, and dated follow-up items for a client.