Customer Management                                            

Both effective account management and control of receivable portfolios are vital to improving profitability. CollectionWorks provides multi-industry credit and collection solutions to help organizations maximize efficiency, improve productivity and reduce cost.

The CollectionWorks solution provides cost-effective tools to optimize receivables portfolio control.  Combined with the  Document Imaging and Letter/Report Generator, the system provides a total automated management solution.

Customer management is a central component of the CollectionWorks solution. Its flexibility allows anyone to organize and manage workflow for each individual agent.  It includes multiple search options, user defined account set up and status, flexible work queue assignments, simple mail management and access to historical data.

Examples of the system functionality include: 

  • Easy to build custom configurations to mirror client office processes and workflows

  • Significant control provided to each client so they can customize the system without a need to revert to CollectionWorks for changes

  • Multiple product handling within a single database

  • Intuitive user interface improves productivity and reduced training time

  • Queue management facility allows supervisors to effectively manage and handle capacity planning

  • Remote WEB access

  • Automated letter production

  • Virtually unlimited management reporting capability

  • In a collection agency application, full Accounts Receivable/Accounts Payable functionality is available. This includes invoice production and check preparation.

Technical Specifications 

The CollectionWorks solution provides open access to other applications. The flexible database structure uses SQL architecture and allows, where necessary, for customized integration with legacy systems. 

Investment in hardware is limited as the system operates in a typical client/server environment.  Windows NT/2000 or Netware Novell 4.2 or higher  is recommended for the server operating system.  Windows NT is recommended for the workstation although Windows 95, 98 and 2000/XP are also supported.