What is CollectXpert?

CollectXpert offers an all-encompassing solution for overseeing the debt collection process, allowing businesses to manage collections from inception to completion. This platform effortlessly connects with both internal and external applications, driven by a sophisticated rule engine based on configuration. As the only Salesforce-native AppExchange product designed for enterprises of all sizes, CollectXpert delivers outstanding automation features, advanced segmentation options, and effective management tools that enhance cash flow, minimize manual tasks, and improve recovery rates, all while maintaining a strong commitment to customer empathy and compliance with regulations.

- User-Friendly Customization: Create workflows, strategies, and rules without needing IT intervention.
- Comprehensive Visibility: Quickly assess the status of any customer account.
- Regulatory Adherence with Empathy: Guarantee compliance with collection regulations while prioritizing compassion.
- Rapid Return on Investment: Drop Days Sales Outstanding (DSO) and improve recovery statistics.
- Flexible for Growth: Ideal for teams ranging from mid-sized companies to large corporations.

Contact us today to schedule a demonstration of our platform and see how it can provide value to your organization while enhancing your debt collection strategy. Experience the difference that CollectXpert can make in streamlining your financial processes.

Pricing

Price Starts At:
From $199/month
Price Overview:
TIERED-USAGE
Our Plans and Pricing
Starter - For individuals and collaborators
Professional - For agencies and small teams
Business - For mid-size businesses and large teams
Enterprise - For enterprise organizations and large agencies

*Estimates based on common delinquency rates / payment trends / collection activities.

*Special discount available for multi-year contracts across all tiers.
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, CollectXpert provides an API

Screenshots and Video

Company Facts

Company Name:
CollectXpert
Company Location:
Australia
Company Website:
collectxpert.com
Edit This Page

Product Details

Deployment
SaaS
Windows
Mac
Chromebook
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
French
Spanish

CollectXpert Categories and Features

Debt Collection Software

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

CollectXpert Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Finance Manager
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    From Manual Excel Tracking to Intelligent Collections Automation

    Date: Jan 29 2026
    Summary

    CollectXpert completely streamlined how our teams handle overdue accounts. We moved from manual Excel tracking to intelligent workflows that automatically trigger reminders, segment customers, and performs next actions. The dashboards give a complete 360° view of each customer, and our agents now spend time on meaningful follow-ups rather than admin work.

    Positive

    The biggest strength of CollectXpert is its ability to automate collections while improving focus. Intelligent workflows handle reminders and segmentation seamlessly, and the Customer 360 dashboards deliver full receivables clarity. This shift has freed our teams from manual work and made follow-ups far more efficient.

    Negative

    So far, the platform has been very effective and easy to adopt across teams.

    Read More...
  • Previous
  • You're on page 1
  • Next