Collect!
Collect! serves as a robust and adaptable debt collection software designed to streamline and automate various workflows. Whether you are a startup or a large enterprise, this software provides tailored solutions to meet your specific needs.
Engineered for third-party collection agencies, debt buyers, and first-party collectors of all sizes, Collect! offers the flexibility to configure the system according to your operational requirements.
You can easily utilize the extensive settings and options within Collect! to establish a workflow that suits your unique processes.
Pre-configured for third-party debt collection methodologies, Collect! allows for customization to any extent you desire, making it as simple or detailed as you wish.
Additionally, Collect! integrates seamlessly with a growing number of external systems and is continually developing white-label add-on programs to enhance its functionality.
Designed for scalability, you can begin with the version that fits your current needs and expand by changing editions or adding seats as your organization grows. Importantly, all configurations and customizations persist through updates, upgrades, and changes in editions.
Packed with an array of features, Collect! facilitates automation from the initial contact to the final payment, empowering both consumers and clients to self-manage their accounts effectively.
With capabilities such as comprehensive import functions, user permission settings, advanced reporting tools, account segmentation, credit bureau reporting, and legal functionalities, Collect! enables you to create a highly personalized collection system tailored to your business. Furthermore, the user-friendly interface ensures that accessing these features is straightforward and intuitive for all users.
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Canopy
Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.
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Ravetree
Ravetree is an all-in-one platform built specifically for client service businesses that need advanced project management, budgeting, and billing—far beyond generic tools. Forecast project budgets, track actual spend, and get instant insights into fees, costs, and profitability with powerful visualizations and reports. This clarity helps you make informed decisions and keep projects financially on track.
Ravetree’s robust time tracking and billing features offer unmatched flexibility. Create time logs in one click, assign them to projects or clients, and manage approvals with custom workflows. Set up client-specific rate cards with start and end dates for billing accuracy and consistency. Assign multiple team members to the same task—each with their own bill rate, work role, and time estimate—so you accurately reflect every specialist’s unique contribution and cost.
Generate invoices directly from approved time logs and expenses, with seamless QuickBooks integration for efficient financial management. Benefit from advanced resource planning, real-time project visibility, and customizable dashboards—eliminating the need for spreadsheets and disconnected tools.
With unlimited file storage, secure client portals, and real-time collaboration, Ravetree keeps your team and clients connected and informed throughout every project. Whether you manage creative, digital, or consulting projects, Ravetree is the ideal solution for businesses that need a platform that truly supports their needs and drives client satisfaction.
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Agency Handy
Agency Handy serves as an all-in-one client portal solution designed to optimize agency operations by integrating client management, project tracking, task assignment, billing, payments, and communication into a unified platform. Users can create detailed service catalogs with customizable options that can be made publicly available or directly integrated into their websites, in addition to setting up tailored intake and order forms to effectively gather essential client information. The platform streamlines the client onboarding process by allowing the creation of comprehensive client profiles that store important details, along with automated email invitations to speed up confirmations. Agency Handy also features robust task management capabilities, including Kanban boards for a clear visualization of project progress, real-time collaboration tools to facilitate seamless communication between teams and clients, and built-in mechanisms for feedback and file annotations. Moreover, it simplifies financial transactions with automated invoicing that supports various payment gateways, ensuring a hassle-free experience for both agencies and their clients. This comprehensive strategy significantly boosts operational efficiency while also elevating client satisfaction, establishing Agency Handy as an indispensable resource for contemporary agencies. With its user-friendly interface and versatile functionalities, Agency Handy stands out as a key player in the agency management landscape.
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