Finance Management

Collection ManagementTrack collection calls, SMS messages and their results

Collection Management lets you run collection records and calls through the call center and track the results of SMS messages sent. With call center and collection integrations, the collection team's work is recorded. This module is offered as an add-on.

Which challenges does Collection Management address?

  • There is no record of which customer was called when and with what result.
  • The results of SMS reminders cannot be tracked.
  • The collection team's work stays separate from finance data.

Key features

The 6 features in Collection Management and the packages each one is offered in.

Call Center

  • Collection RecordsAvailable as an add-on from Large Business
  • Collection CallsAvailable as an add-on from Large Business
  • Call Center IntegrationAvailable as an add-on from Large Business

SMS Management

  • SMS ResultsAvailable as an add-on from Large Business
  • Call Center IntegrationAvailable as an add-on from Large Business
  • Collection IntegrationAvailable as an add-on from Large Business

Comparison by package

"Included": part of the package. "Add-on": can be added as an option. "Higher tier": not part of this package; available by upgrading to a higher tier.

Collection Management: feature coverage by package
FeatureMicro BusinessSmall BusinessMid-sized BusinessLarge BusinessCorporateEnterpriseTailored
Call Center
Collection RecordsHigher tierHigher tierHigher tierAdd-onAdd-onAdd-onAdd-on
Collection CallsHigher tierHigher tierHigher tierAdd-onAdd-onAdd-onAdd-on
Call Center IntegrationHigher tierHigher tierHigher tierAdd-onAdd-onAdd-onAdd-on
SMS Management
SMS ResultsHigher tierHigher tierHigher tierAdd-onAdd-onAdd-onAdd-on
Call Center IntegrationHigher tierHigher tierHigher tierAdd-onAdd-onAdd-onAdd-on
Collection IntegrationHigher tierHigher tierHigher tierAdd-onAdd-onAdd-onAdd-on

Source: Factorbooks product and package scope list. For current pricing and additional requirements, request a quote.

Collection Management: frequently asked questions

Which packages include Collection Management?

Available as an add-on in the ABM packages. See the comparison table on this page for package-level details.

Which modules is Collection Management used with?

Collection Management runs on the same platform as these modules: Receivables Management, Advanced Finance Management, Cash Management.

How do I request a demo of Collection Management?

Just mention the module you are interested in and your needs in the demo request form. Our sales team will prepare the demo around this module and the related processes.

See Collection Management in a live demo

In a live demo we walk through your priority processes together and clarify the package and module scope that fits your needs.

Get in touch with Factorbooks

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