Agiline Beyond Collect

Beyond Collect software is a Web Application that manages and streamlines debt and collection process.
It helps companies automate, scale efforts, increase inflow visibility, improve customer experience and
overall accelerate the cash inflow.

Beyond Collect integrates with popular accounting software such as EPICOR, NetSuite,
QuickBooks, Peach Tree and other legacy applications – many integrations are done real time by
pointing to the data source or by performing bi-directional data synchronization to maintain
near real time accurate records.
Configure your workflow by setting up collections and escalation rules (days, amount, flags).
Define trigger conditions to set statuses and initiate actions. Once configured, the application
workflows will automate all aspects of your collection for communication, escalation, legal
action and reporting.
Use the application to organize your customers based on volume, debt, account history, custom
flags in buckets assigned to a single or group of collectors.
Use existing or create your own debt collection talking scenarios to train and assist your
collectors to provide accurate information and resolve issues on the spot. Scenarios include
rules for customer service, conflict, payment extension, escalation and legal action.
Inbound Dashboard: Optimized to quickly retrieve customer information, profile, transaction
and payment history, contacts, event and be ready to address any questions by the caller.
Capture key element of the call, date, time, contact, notes and any further actions
Outbound Dashboard: Configured to maximize the number of successful calls by the collector by
providing access to actionable information, help customer commit to collection while adhering
to collection practices. Dashboard presents a collection of single-click action that create
reminder, send notification, conflict management, promise payment and escalation.
- Management Dashboards and reports shows
- Real-time your collection status,
- Expected cash inflow by buckets,
- Collector stats (inbound/outbound)
- Collection indicators: DSO, ADD, CEI, Recovery Rate
- Other Reports: Aging, Collection, Cash Receipts….
Beyond Collect telephony add-on enables organization to take full advantage of their phone
systems, email and SMS messaging to:
- Recognize inbound calls and route them to the appropriate group
- Synchronized auto-dialer to place call and view customer history and events
- Send email and SMS reminders, notifications, confirmation…