Collection Pro

Additional features

Manage & Monitor Collection Calls – Tracks calls made for collections and monitors call effectiveness.

Monitor Payment Promises – Keeps a log of payment agreements and highlights missed commitments.

Export Data to Excel – Allows users to extract collection data into Excel for flexible reporting.

Store Support Documentation – Supports saving documents associated with accounts or collections.

Create Word Templates for Form Letters – Lets users generate form letters using Microsoft Word templates.

Generate Fax/Email Statements – Sends account statements via fax or email to customers.

Fax/Email Dunning Letters – Automates sending of follow-up and reminder letters to debtors.

Manage Tickler File Reminders – Organizes follow-up actions through a tickler file system.

Access Management Reports – Provides summaries and insights for strategic decision-making.

Use 39 Customizable Fields – Adds user-defined fields to enhance record detail and classification.

Consolidated Follow-up Notes – Centralizes all follow-up notes from the tickler file in one view.

One-Click Navigation to Tickler File Areas – Easily jump to follow-up sections with a single click.

Query-Based Workload Prioritization – Uses database queries to define and prioritize action items.

Export Customer Queries to Excel – Enables filtered data to be saved for external use in spreadsheets.

Find Broken Payment Promises Quickly – Identifies accounts where customers failed to meet promises.

Built-in Standard Reports – Provides commonly used collection and performance reports out of the box.

Ad Hoc Report Wizard – Guides users through building custom reports easily.

2-Click Printing/Faxing/Emailing of Reports – Fast report distribution via print, fax, or email.

Measure Employee & A/R Results – Evaluates staff performance and accounts receivable outcomes.

Customize Aging Periods – Lets administrators define how account ages are segmented.

Configure Drop-down Menus – Allows modification of menu options to reflect company terms.

Customize Dunning Letters – Enables creation of customized collection letter templates.