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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.

About

FinView is a specialized, cloud-based debt collection platform designed to help agencies manage and optimize the entire debt recovery lifecycle through automation, data integration, and centralized workflows. It combines case management, communication, analytics, and customer self-service tools into a single system, enabling teams to streamline operations and improve collection outcomes. It provides a unified workspace where agents can access a 360-degree overview of each case, including debtor information, payment plans, communications, and documents, while integrated modules such as TaskDesk and Inbox allow teams to manage tasks and handle multi-channel communication from one place. It supports automated workflows through a drag-and-drop builder, allowing organizations to define rules, orchestrate processes, and engage debtors across channels without requiring coding.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

Audience

Debt collection agencies and financial operations teams seeking a centralized platform to automate, manage, and optimize debt recovery processes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

From $199/month
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

Reviews/Ratings

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

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:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CollectXpert
Australia
collectxpert.com

Company Information

FinView
United States
www.finview.ai/

Alternatives

Alternatives

BrightOffice Collections CRM

BrightOffice Collections CRM

BrightOffice Cloud CRM
CollectDebt

CollectDebt

CollectDebt.ai
CollectDebt

CollectDebt

CollectDebt.ai
DebtControl

DebtControl

Alba Software Developers
Debtcol Pro

Debtcol Pro

Legal Interact
Debtmaster

Debtmaster

Comtronic Systems

Categories

Categories

Debt Collection Features

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

Integrations

Stripe
ClickSend
Exact
MYOB
Microsoft 365
Microsoft Azure
MuleSoft Anypoint Platform
PayPal
QuickBooks Online
Revolut
SMS-Magic
Salesforce
Salesforce Agentforce Marketing
Salesforce CPQ
Salesforce Data 360
Salesforce Einstein
Twilio
Xero
Zuora
bunq

Integrations

Stripe
ClickSend
Exact
MYOB
Microsoft 365
Microsoft Azure
MuleSoft Anypoint Platform
PayPal
QuickBooks Online
Revolut
SMS-Magic
Salesforce
Salesforce Agentforce Marketing
Salesforce CPQ
Salesforce Data 360
Salesforce Einstein
Twilio
Xero
Zuora
bunq
Claim CollectXpert and update features and information
Claim CollectXpert and update features and information
Claim FinView and update features and information
Claim FinView and update features and information