FX Collection
Manage loan collections in Salesforce with cure processes, tailored workflows, collector allocation, communications, and system integrations.
Finexus Inc.Paid
CloudCollect
by West Coast Consulting GroupSalesforcePaid
Manage debt collection workflows, payment promises, calls, and follow-up activities in Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
CloudCollect manages collections activities through workflows that record account activity and remind collectors when action is due. It supports payment promises, customer calls, call notes, billing information, escalations, status updates, payment processing, write-offs, and outside collection agency assignments. CTI integration provides automatic dialing, call distribution, and call logging in the collections system. Predefined reports and dashboards track agent and customer performance, payment activity, and responses to collection actions.
Key capabilities
from the Salesforce AppExchange listingCollections workflows
Triggers and workflows manage collections tasks, activities, escalations, and status updates.
Payment management
The application manages payment promises, payment processing, write-offs, and outside collection agency assignments.
Account activity records
Collectors can document account activities, customer calls, call notes, and billing information.
CTI integration
Built-in CTI provides automatic dialing, call distribution, and logging of call information in the collections system.
Reports and dashboards
Predefined reports and dashboards track agent and customer performance, payment activity, and responses to collection actions.
Who it's for
Collectors and collections teams.
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Mastering debt collection has become more important than ever. Successful companies manage their collections process with a repeatable and systematic workflow that documents critical information. At the same time this process needs to allow collectors enough flexibility for their own account management strategies …»
Official marketplace listing
Marketplace
Publisher
West Coast Consulting Group
Updated on marketplace
Facts verified