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About

Bad debts do not necessarily mean bad customers! These should be addressed in the most efficient and effective way to balance collection and retention. Acquisition costs can increase. So you should carefully select collection actions to keep retention rates high. The Cost of Collection does not need to be high in order for you to obtain maximum collection results! Allows for automated decision and process flows in every step of the collections cycle: soft, middle, hard and legal collection. Automation of collections: automatically sending SMS, e-mail, making voice calls or mailing print letters. Automation of a delinquent account routing between different collection process participants. Automation of every-day tasks of collection officers due to the set of specialized customizable web-based workplaces. Ability to assign roles and responsibilities to various stakeholders in the collections process and hierarchy.

About

CollectXpert is a debt collections lifecycle management solution that allows businesses to manage end-to-end debt collection. It's easily able to integrate with on and off-platform apps. Driven by a strong config-based rule engine. CollectXpert is the only Salesforce-native AppExchange solution designed for businesses of all sizes, it delivers powerful automation, advanced segmentation, and strategy management tools to enhance cash flow, minimize manual effort, and improve recovery rates—all while maintaining customer empathy and compliance. - Business-Driven Configuration: Set strategies, workflows, and rules without IT involvement. - 360° Visibility: Know exactly where each customer stands at a glance. - Compliance & Care: Support for regulated collections processes with empathy at the core. - Rapid ROI: Reduced Days Sales Outstanding (DSO) and improved recovery rates. - Scalable for Growth: From mid-market teams to large enterprises. Contact us to schedule a demo.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Supported

Audience

Anyone looking for a debt collection process management platform

Audience

Head of Collections, Collections Manager, Credit Collections Manager, Head of Operations Accounts, Payable/Accounts Receivable Manager, Head of Customer Experience, Head of Customer Support, Debt Collector, Credit Risk Manager, Chief Financial Officer

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

From $199/month
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 Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • 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.

Cons

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

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Scorto
Founded: 2001
United States
www.scorto.com

Company Information

CollectXpert
Australia
collectxpert.com

Alternatives

Debtcol Pro

Debtcol Pro

Legal Interact

Alternatives

CyberCollect

CyberCollect

CyberCollect Software Solutions
CollectDebt

CollectDebt

CollectDebt.ai
Juris Collect

Juris Collect

Juris Technologies
Debtcol Pro

Debtcol Pro

Legal Interact

Categories

Debt Collection Supported

Categories

Debt Collection Supported

Debt Collection Features

Agency Management Supported
Auto Dialer Not Supported
Automated Notices Supported
Callback Scheduling Supported
Client Management Supported
Commission Management Supported
Compliance Management Supported
Contact Management Supported
Credit Bureau Reporting Supported
In-House Collections Not Supported
Payment Plans Supported
Transaction Management Supported

Debt Collection Features

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

Integrations

MYOB Not Supported
MuleSoft Anypoint Platform Not Supported
SMS Broadcast Not Supported
SMS-Magic Not Supported
Salesforce Not Supported
Salesforce Agentforce Not Supported
Salesforce Agentforce Marketing Not Supported
Salesforce Agentforce Service Not Supported
Salesforce CPQ Not Supported
Salesforce Data 360 Not Supported
Salesforce Einstein Not Supported
Stripe Not Supported
Twilio Not Supported
Xero Not Supported
Zuora Not Supported

Integrations

MYOB Supported
MuleSoft Anypoint Platform Supported
SMS Broadcast Supported
SMS-Magic Supported
Salesforce Supported
Salesforce Agentforce Supported
Salesforce Agentforce Marketing Supported
Salesforce Agentforce Service Supported
Salesforce CPQ Supported
Salesforce Data 360 Supported
Salesforce Einstein Supported
Stripe Supported
Twilio Supported
Xero Supported
Zuora Supported
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Claim Ample Collection and update features and information
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