COLLECT-IT

Get Paid. Faster

Accounts Receivable

GET YOUR CASH ... ON TIME

Finally, an Account Receivables Management System which integrates easily with your systems, policies, and processes. Collect-IT helps you manage your receivables by automating your account receivable strategy to increase Accounts Receivable Representative productivity and get sales paid to bring in cash for business operations. Representatives love our system because it is friendly and easy to use. Productivity soars and Representatives meet goals with automated communications, prioritized workloads and all the information they need in one place.

Accounts Receivable 1

Reduce Bad Debt

Proactively manage accounts receivable to reduce bad debt write-offs.

Accounts Receivable 2

Reduce DSO

Reduce days sales outstanding (DSO) to get paid faster and improve cash flow.

Customize Accounts Receivable Strategy

Customize Strategy

Develop credit policies and unlimited collections strategies to match various customer types.

Enahance Communication

Enhance Communication

Complete communications history in one place ensures nothing slips through the cracks.

Manage Collections Teams

Manage Collections Teams

Staff assignment tools ensure accounts are covered when a collector is on PTO or leave.

Improve Collections Efficiency

Improve Collections Efficiency

Dashboards and task lists put AR info at your fingertips for more efficient collections activity.

 

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SOLVING PROBLEMS WITH COLLECT-IT

25%-

REDUCE DSO

30%+

EFFICIENCY

22%+

CASH FLOW

15%-

BAD DEBT

 

COLLECT-IT KEY FEATURES

Accounts Receivable Dashboard

Everything you need to manage accounts receivable, control credit and detect potential issues in one powerful collections dashboard. With Collect-IT, accounts receivable and credit collections professionals have at-a-glance visual data that will improve DSO (days sales outstanding) and minimize the number of accounts that enter into bad debt status.

Accounts Receivable Dashboard
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Task List & Calendar

Collect-IT integrates with your existing ERP system and minimizes the time spent collecting overdue invoices with key features like detailed task lists, a dynamic up-to-date calendar, automated workflow, and event-triggered email messages

Customized Collections Strategies

Every company and customer is unique so a one-size collections strategy does not fit all. With Collect-IT, you can develop effective, customized credit policies and unlimited collections strategies to match various customer types based on things like sales, credit limits, and payment history.

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Customer Communications

Collect-IT delivers a complete customer communication tool that logs all history and provides a complete audit trail – all stored in one single software system: invoices, statements, customer notes, reminders sent, call history, and so much more.

Staff Assignment Tools

Assign and reassign agents based to ensure your accounts are covered when a staff member goes out on PTO or leave. You can reassign an account or the whole portfolio of accounts to another agent so that nothing falls through the cracks and your collections efforts continue uninterrupted.

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OTHER KEY COLLECT-IT FEATURES

  • ERP Agnostic
  • Multi-entity
  • Unlimited user fields
  • On-premise or SaaS
  • Multi-currency
  • Unlimited letter templates
  • Outlook & Excel integration
  • Email invoice attachments
  • Business intelligence tools
Accounts Receivable 3

ESSENTIAL FEATURES TO GET PAID FASTER
  • Unlimited custom collection strategies for automated workflow
  • Automated communication tool with history, audit trail, and letters
  • Powerful Reports (BI) to turn customer data into actionable insight
  • Automatically creates task list & calendar entry for reps
  • Invoice and customer notes
  • AR Dashboard for comprehensive AR management
  • Develop and schedule a call list
  • Powerful staff assignment management tools

Integrations
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NACM-Preferred-Partner

Empower your Collections Representatives with the Data in your ERP and Accounting System

Collect-It integrates with multiple ERP software platforms. Get the most out of your AR collections process by integrating Collect-It with your current ERP software system.

COLLECT-IT PRICING

QUICK START

 Key Features for Small Business

3 Users, 1 Admin Roles Template*
Pay by Transaction
3 Collection Strategy Templates*
Standard Reports*
Standard Dashboard*
15 Communication Templates*
Rep Workspace and Dashboard
Notes and Communications
Workload Management
Goal Management
Data Synch 
 
 
 
 
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* Indicates that this feature is customizable

STANDARD

More Tools for Bigger Teams

Custom Roles
Custom Collection Strategy based on
Customer Ranking
Custom Reports
Custom Communications
Next Best Action
Dispute Management
Promise-to-Pay
Multi-currency
Multi-lingual
Multi-entity
Online Statements and Invoices
 
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ADVANCED

Totally Customized for Your Workflow

Unlimited user fields
Unlimited organizational structure
Unlimited custom collection strategies
Unlimited letter templates
Management of Collection Strategies between entities
Business Intelligence tools
Future letter queuing, review, approve
Strategy testing and validation
Archiving
Customized to your exact systems, policies, and processes
 
 
 
 
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WHAT CUSTOMERS SAY

Equipment Distribution Company
Tampa, Florida

“Collect-IT has 100% changed the way we work and has played a big part in supporting the growth of the company. Without Collect-IT, it would have been nearly impossible to keep up with collection demands for the growing number of clients.”

Equipment Distribution Company
Tampa, Florida

COLLECT-IT 3-MINUTE OVERVIEW

 

Collect IT_ Accounts Receivable and Credit Collections Management Software

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