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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

Streamline the IT Solution design process - Netformx DesignXpert is the global leader in enterprise technology design—including highly complex multivendor designs—and proposal generation. Accessed via desktop or cloud, DesignXpert streamlines the design process with its advanced graphics-based capabilities that make it easy to create detailed, rich graphical network drawings, designs, and schematics. DesignXpert provides seamless integration with Cisco Commerce Workspace (CCW) and with Visio®. Solutions baselined with your customer’s actual network, uploaded from Netformx Discovery™, enable rapid creation of accurate designs. DesignXpert automatically enables you to stay current on products and services, to quickly deliver professional and personalized multivendor proposals (including design diagram, BOM, and SOW) that increase profitability and customer satisfaction. Designs are validated against the industry’s most complete Netformx KnowledgeBase™ .

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

IT solution providers in need of an advanced CPQ solution

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
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
Free Trial

Pricing

No information available.
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:

Review this Software

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CollectXpert
Australia
collectxpert.com

Company Information

Netformx
Founded: 1994
United States
www.netformx.com

Alternatives

Alternatives

CollectDebt

CollectDebt

CollectDebt.ai
Micro Planner X-Pert

Micro Planner X-Pert

Micro Planning International
Accounting Xpert

Accounting Xpert

Micronetics
Debtcol Pro

Debtcol Pro

Legal Interact
PREMO XPERTS

PREMO XPERTS

Fractal Solutions

Categories

Categories

CPQ

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

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Integrations

Check Point IPS
Check Point Infinity
MYOB
MuleSoft Anypoint Platform
SMS Broadcast
SMS-Magic
Salesforce
Salesforce Agentforce
Salesforce Agentforce Marketing
Salesforce Agentforce Service
Salesforce CPQ
Salesforce Data 360
Salesforce Einstein
Stripe
Twilio
Xero
Zuora

Integrations

Check Point IPS
Check Point Infinity
MYOB
MuleSoft Anypoint Platform
SMS Broadcast
SMS-Magic
Salesforce
Salesforce Agentforce
Salesforce Agentforce Marketing
Salesforce Agentforce Service
Salesforce CPQ
Salesforce Data 360
Salesforce Einstein
Stripe
Twilio
Xero
Zuora
Claim CollectXpert and update features and information
Claim CollectXpert and update features and information
Claim Netformx DesignXpert and update features and information
Claim Netformx DesignXpert and update features and information