CARM-Pro vs. CollectXpert Comparison


CARM-Pro Intelligent Banking Solutions	CollectXpert	+	+
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		Related Products InterProse ACE InterProse ACE is a modern, web-based debt recovery software solution built for collection agencies who specialize in consumer or commercial debt, including property management, healthcare, education, and government accounts. ACE also serves collection attorneys, property managers, original creditors, financial institutions and government entities. Developed to be flexible and configurable with no one business case in mind, our feature-rich debt collection application helps users easily manage their accounts, set up custom payment plans, process billing, issue client invoicing and reports, manage legal judgments, report/analyze their data in custom templates, automate just about any manual process and do it all in a highly efficient and cost-effective way. 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Features and tools include robust import-export functions, large set of stock reports and letter templates, report generator tool, account segmentation tool, flexible trust accounting, account level forms and document attachments, consumer portal, client portal, integrated payment processing, reporting dashboard, HIPAA and SOC 2. 77 Ratings Visit Website D&B Finance Analytics AI-driven credit-to-cash solutions powered by Dun & Bradstreet’s industry-leading global data and analytics. D&B Finance Analytics provides AI-driven solutions powered by the Dun & Bradstreet Data Cloud. Intelligent, flexible, and easy to use, D&B Finance Analytics helps finance teams manage risk, increase operational efficiency, reduce cost, and improve the customer experience. Manage credit and receivables risk to help minimize bad debt, reduce DSO, and improve cash flow. Help automate manual decisioning, monitoring, matching, and customer communications. 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GroupTogether keeps contributions private, avoids the awkwardness of using personal bank accounts, and provides secure payments with proof of what was collected and spent. Organizers can spend collected funds on eGift Cards, or the GroupTogether AnyCard, which lets the recipient choose from 100+ eGift Cards. Cards and gifts can be delivered digitally or downloaded as a PDF to print, making it useful for remote teams, offices, classrooms, birthdays, farewells, retirements, etc. 4,767 Ratings Visit Website SBS Banking Platform SBS Banking Platform is a flexible, cloud-native solution that empowers financial institutions to scale on their terms while delivering seamless, digital-first experiences - anytime, anywhere. A fully integrated, front-to-back platform, it drives innovation across retail, corporate, and neobanking sectors. From digital and open banking to deposits, payments, lending, and compliance, our platform enables financial institutions across EMEA to stay ahead of the curve. Trusted by top-tier banks, SBS Banking Platform is recognized by industry leaders, including Gartner, Forrester, NelsonHall, and IBS, for its transformative impact. Recent recognition by Omdia for digital banking, Chartis for regulatory reporting, and NelsonHall for Cloud, SaaS & BPaaS underscores our commitment to excellence. 29 Ratings Xero Save 80% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. 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Julia, the Monk agent for Intelligent Collections, reads customer replies and responds to what was written rather than advancing a fixed dunning sequence. 90% of invoices resolve without escalation. Email sends from your own mailbox via Gmail or Microsoft 365, so there is no new sending domain. Payments match to open invoices at 80%, rising to 95% with rules your team configures. Connects to QuickBooks, NetSuite and Dynamics 365 Business Central. Live in one to three days. SOC 2 Type II. 7 Ratings Visit Website Banker's Dashboard Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. 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About As a single-product, single-industry firm, Intelligent Banking Solutions focuses exclusively on debt collection software for banks. You need not explain banking to us. We have firsthand experience with your asset recovery challenges and have spent more than three decades perfecting the best debt collection software for banking: CARM-Pro™ Collection and Recovery Manager, Professional™. CARM-Pro™ debt collection software is the vital technology your special asset officers need to comprehensively record, manage, and recover all debt owed to your bank. This robust system empowers banks to increase income, decrease loan delinquencies, and reduce debt charge-offs. CARM-Pro seamlessly interfaces and integrates with your bank’s core and non-primary account servicing system. This allows your account managers to gain a full overview and status of all borrower accounts.	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 Banks and financial firms interested in a debt collection solution	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 View more images or videos	Screenshots and Videos View more images or videos
Pricing $3,995 one-time payment Free Version Not Supported Free Trial Not 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 Read all reviews
	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 Supported Webinars Not Supported Live Online Not Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Intelligent Banking Solutions Founded: 1989 United States www.ibshome.com/debt-collection-software-for-banks/	Company Information CollectXpert Australia collectxpert.com
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Categories Debt Collection Supported	Categories Debt Collection 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	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 Show More Integrations	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 Show More Integrations View All 15 Integrations
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