Collection for Creatio is a ready-to-use solution that provides automation, development and managing of standard and unique debt collection strategies of company at all the stages:
Collection for Creatio is one of the most efficient solutions for Banks, MFIs, Wholesale, Distribution, Logistics and Service Companies.
The solution allows you to manage debt collection strategies of different segments at all stages. Customize an unlimited number of strategies. Experiment, compare and choose the best!
Now the system monitors the implementation of collection strategies for each deal and debtor. And the task of the collection department is to follow the analytics and make data-based decisions.
- Different collection strategies for different segments of target audience development
- Various strategy steps types setting (Task, Call, E-Mail, Start process)
- Strategy steps templates development for process simplification
- Keeping debtors in a separate pre-configured section
- An individual action plan can be applied by creating a new one or copying the general collection strategy with further changes and applying the strategy to an individual debtor or contract
- Promises to pay can be recorded upon contact with the debtor
- Automatic monitoring of the fulfillment of payment promises is carried out by the system regularly upon receipt of data on completed payments
- Automated formation of printed documents, using the basic capabilities of Creatio, allows the system to prepare a document according to a template and attach it to a task created by the system as part of the strategy. This simplifies the preparation of documents at different stages (for example, a written notice of debt, etc.)
- Contract transfer rules allow you to maintain the parameters and rules by which contracts can be transferred to external collection agencies, which allows you to organize a distributed collection process using the resources of external collection agencies
- The possibility to save court decisions on the debtor in a separate section allows you to save the history of all court decisions and use them to set up strategies for working at legal collection stages
Terms & Conditions
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- Prepare the object model if required
- Set up collection strategies
- Set up strategy stages
- Set up a regular start of the strategy process worker
- Handle tasks created by collection strategy