CollectPlus Debt Collection Software | Product Information | Feature List
Debt Collection Software
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Product Information

Standard Edition Features

All the features described here are available in the CollectPlus Standard Edition. For additional features in the Enterprise Edition please click here.

Learn how CollectPlus can boost your productivity today by reading below or View our Introductory Video!

COLLECTPLUS FEATURE LIST
Feature

Description

User Interface CollectPlus Dashboard

- User-friendly real-time Windows server application 
- Unlimited clients, debtors and accounts 
- Unlimited cosigners and related parties 
- Unlimited space for notes in almost every screen 
- Helpful color alerts and status indicators 
- Customizable dropdown lists throughout 
- User defined fields on all major screens
- Customizable form layouts and captions: Screens that allow you to move, rename, or hide fields completely on your own  
- Automatic field verification and formatting
- Quick navigation and actions using right-click context menus

Collection Activities

- Import accounts using our built-in template
- Assign accounts to collectors or queues, either individually or in bulk
- Manage workload easily, view other queues, and reassign debtors quickly
- Schedule follow-ups (including popup reminders) with one click
Learn more about our interactive collector work queues

or View our video demonstration!

- Quickly locate accounts by almost any field 
- Batch tasks and documents for quick handling 
- Dial the person directly from the screen
- Track all balance changes in one simple screen (interest, fees, payments) 
- Administer & track payment promises 
- Track client payments and all transactions

Payment Processing
& Accounting

- Integrated with Authorize.NET
Integrated with Authorize.NET
- Collect payments instantly over the phone
Learn more about our credit card and ACH collection features

- Print checks to creditors 
- Complete trust account reporting
Built-in CRM System

- A CRM system that promotes efficiency through interaction via email, mail and text messages
- A complete issue tracking system that improves inter-departmental communication and auditing

Document System

- Seamless integration with Google Drive for document storage on the cloud
Google Drive
- Batch generation of letters with ease 
- Create templates in Microsoft Word and seamlessly generate PDFs from the system with the information filled-in 

View our document batching video demonstration!

- Debtors can electronically sign documents online
DocuSign
- Email capability and integration with Microsoft Outlook
Microsoft Outlook
- Documents can also be sent as text via SMS Text messaging (More information below)

Text Messaging (SMS)

- Integrated with MessageMedia
Integrated with MessageMedia
Learn more about our Text Messaging (SMS) Features

Document Management

- Attach documents to accounts as easily as drag-and-drop into the screen

Phone System Integration

- Auto-dial capability with any TAPI or SIP System
NOTE: Tested with Televantage, Asterisk, Interactive Intelligence, and Avaya

Security

- Security system with predefined roles: Administrator, Collector, Accountant, Manager
- Audit log

Technology

Compatible with Windows 7

Technical Support
and Upgrades

- Support and maintenance contract includes upgrades and new version updates
- We invest heavily in R&D. 500 new features added this year!