Product Information

CollectPlus uses the latest technology to offer you a powerful and reliable software system for debt collection & recovery. By using CollectPlus you will boost your productivity and you will collect more in less time.

CollectPlus is offered in two editions, Standard and Enterprise. The Standard edition satisfies all the needs of most collection operations and comes ready to use out of the box. The Enterprise edition is intended for operations that go beyond collections. It requires additional configuration and allows for highly complex scenarios and your own SQL Server coding.

CollectPlus Edition Comparison

	Standard	Enterprise
Price includes web hosted database server	●
Unlimited creditors, debtors, accounts, and payments	●	●
Handles payments from/to external collection agencies	●	●
Powerful integrated CRM system	●	●
Integrated with Microsoft Word, Excel and Outlook	●	●
Built-in security groups	●	●
Audit Log	●	●
Easy to use screens	●	●
Hosted on the cloud	●	●
Customizable drop down lists	●	●
Clear documentation	●	●
One-time and recurring credit card payments (Authorize.NET)	●	●
One-time and recurring ACH bank debits	●	●
Fees calculated based on percentages	●	●
Electronic signatures	●	●
Fourteen user defined fields	●	●
SMS Text messaging	●	●
Click-to-Dial capability	●	●
Integration with Google Drive for document storage	●	●
Ability to feed data to a predictive dialer		●
Unlimited user defined fields per account		●
SMS Text reply workflows		●
Customizable screen layouts		●
Advanced customizable security		●
Completely customizable workflow rules		●
Database can be hosted on your own server		●
Sales and commissions module		●
Payment scheduling and financing screens		●
Customizable import templates		●
Includes free integration with existing third party vendors		●
Debtor scoring		●
Web interface (Web hosting charges not included)		●
Create ad-hoc SQL Reports		●
Powerful intelligent dynamic forms and questionnaires		●
Completely customizable fee calculations		●

Pricing starts at (monthly)	$150	$350

If you are unsure whether a particular feature is included in the Standard Edition just contact us.

For a more in depth review of our software your can review our feature list, take our Self-Guided Tour, or schedule a One-on-One Demo.

Industry specific features and information can be found on the following links:

• Educational Institutions
• Healthcare/Medical
• Attorneys/Law Firms

 

Not your average debt collection software

Financing and loans

• Financing screens allow you to create payment plans as well as originate loans
• Complete budgeting including assets and liabilities and debtor scoring expedite loan processing

Health insurance claim processing

• Automatically fill health insurance claim form CMS 1500
• Send electronic batches of medical claims to the clearinghouse

Built-in CRM and document system

• CRM module that reaches debtors via web, email, mail, and text messages
• Document system with unlimited customized fields for personalization that allows electronic signatures and notification

Make it fit your business at no extra cost

• Interactive work queues that can be completely customized by you
• Screens that allow you to move, rename, or hide fields on your own for a complete custom experience at no extra cost

Learn more by reviewing our complete feature list.

A system designed to increase productivity

Specialized Client Management Screens with Productivity Enhancing Features - Managing clients in CollectPlus is unlike any other Collection Software available. Our screens are well organized making locating information and data entry effortless. With visual color cues, advanced searches and customizable fields, you have the freedom to tailor CollectPlus to best suit your agency.

Some Client Management Features

• Set up a Default Contact Plan for each client
• Assign simple or detailed Fee Structure for each client
• Assign Multiple Contacts to each client
• View a Complete List of debtor accounts
• Quickly Print Checks and Send Invoices to clients
• Easy handling of Credit Memos & Write-offs

Improve the way you work with your portfolio

Simplified Debtor Screens Allow for Easy Navigation & Organization - Our Debtor management screens make performing debtor related tasks like recording payments and forwarding accounts, quick and easy. With CollectPlus, your day-to-day management of debtor accounts is no longer complicated. Our complete software system will improve the efficiency and effectiveness of your agency.

Some Debtor & Account Management Features

• View a Complete List of debtor accounts
• Popup notification and merging of Duplicate Debtors
• Complete Task Management System & space for color-coded notes
• View visual indicators of Contact Plan Progress
• Easy 1-2-3 step Record Payment process
• Advanced management of Contact Information

Easy system configuration and administration
	Our Administration Console lets you make changes right to your very own database without all the bureaucratic red tape you usually find with other collection software. Set your own parameters and enable/disable your preferences with ease. No need to call us to modify how your system works when you need to change the way you to do business! We give you flexibility and control right at your own very fingertips. We know today’s marketplace continues to evolve, and consequently so will your business model requirements. Getting CollectPlus means you are investing in a software that was created to meet the ever changing demands of the industry with you so that you don’t have to pay a fortune every time you need to adjust how you do business.
	Some Administration Console Features
	Manage multiple Contact Plans Maintain multiple Fee Structures (Collection Plans) Securely manage System Users and Security Permissions Quickly view Audit Log of user activi-ty Easily create Reports and Document Templates Define External Agencies
	#1: Admin Console #2: Admin/Contacts #3: Admin/Fee Structures > View Full Size > View Full Size > View Full Size
	Using the latest technology while maintaining reliability
	Our development team has been working with Microsoft SQL Server databases since 1997. We upgrade the application as newer products and updates come out, so you know you are getting the best performance out of your computer systems. And for added peace of mind, CollectPlus has been certified Compatible with Windows by a third-party testing company.