Pro-active Collection (prior to due date): send monthly statements at beginning of month and courtesy emails for invoice receipt confirmation.
Reactive Collection (past due date): dunning letters customized and triggered.
recording all follow-up activities with external and internal customers, reflecting their responses, commitments and tracking the customer reactions (payment/query/no response).
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Obtain, by periods, all the information of overdue and non-due bills.
Register credits and bank guarantees.
Associate all kinds of documents such as payment letters, credit notes, guarantees, etc. to the client, credit, guarantees and invoices.
If you integrate your invoice files (PDF, Word, XML, XSIG, ...), you can have direct access to them, and attach them in emails.
Open disputes about discrepancies with clients, assigning a person in charge and establishing a resolution flow according to the type of incident.
Three options to import customer data, contacts, invoices and invoice lines:
Our software is compatible with all ERP and accounting software.
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suCollect it’s flexible tool from all perspectives, being able to mix different databases and combinate the information in a very smart way to have and easy and adaptable Credit control visibility and an efficient Collections Follow-up.
Very helpful tool to support the business improving your Cash!
As A credit Professional of 35 years I have come across many collections software, I can honestly say this is the best in collections software I have used.
It provides collectors with the one stop shop, the ability to write detailed notes which are continuous by date, you are able to set follow up dates, promises to pay and disputes. (these all help management in KPI’s setting for collectors, as well as credit management analysis for future cash flow). Plus there is the added value of dispute management system, you can drill down by segment therefore allowing analysis for the business to identify most frequent dispute code.
All in all this is a fantastic one stop collection tool, encourage to try
After 30 years working in the development and integration of ERPs, CRMs and other applications in different multinational companies, I have integrated suCollect in its different versions over time, always with the same result: successful implementation, very positive feedback from users who use the application and, most importantly, in a short time, very significant improvements in the situation and control of collections management in companies.
After more than 20 years of experience suCollect since its first versions, and having been able to compare with other tools used by credit departments of companies of all types and sizes, my conclusion is that suCollect is the most complete tool to manage the customer credit, for reasons like the following (just to name a few):
- It is agile in execution, despite the large amount of cross data it incorporates.
- Shows in just two screens, everything you need to manage a credit limit or track bill collection.
- It is able to show the different invoice status.
- You can incorporate individualized invoices notes and documents.
- All documents related to billing, sales orders or guarantees can be managed and monitored.
- You can manage all the data provided by a credit insurance company.<br>In addition, the most useful conclusion, after using it for many years, unlike any CRM rather than forcing users to adapt to the tool, suCollect adapts to the needs of each company or even of each user.
Hard to beat - it's a living tool.
suCollect is an excellent application, if you want to go further than the common following of invoices, to reference them and send emails to the client, aspect in which it stands out too (letting you send invoices or any other document index-linked to the sale order needed).
In just a few screens you can visualize the complete invoicing and the client portfolio, as well as orders pending to invoice, and manage the credit, or even limit it and combine it whether is necessary with a credit insurance policy, indicating when you are getting closer to the secured quantity. Additionally, it allows you to seal clients if there is any conflict with the loan.
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Phone: +34 609 153 675
email: admin@sucollect.com
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