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
About CollectXpert
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.
Pricing
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.
Company Information
Product Details
CollectXpert Frequently Asked Questions
CollectXpert Product Features
Debt Collection
CollectXpert Verified User Reviews
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"From Manual Excel Tracking to Intelligent Collections Automation" Posted 2026-01-29
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.
Overall: CollectXpert completely streamlined how our teams handle overdue accounts. We moved from manual Excel tracking to intelligent workflows that automatically trigger reminders, segment customers, and performs next actions. The dashboards give a complete 360° view of each customer, and our agents now spend time on meaningful follow-ups rather than admin work.
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