Excellent Softwares offers a ‘Collection Engine’ designed to streamline and enhance the payment collection process. Key features include:
Multiple Communication Templates: Supports various templates for Email, SMS, and WhatsApp, facilitating personalized and consistent communication with clients.
Automated Payment Reminders: Sends automatic payment reminders based on predefined templates, ensuring timely notifications to clients.
Multi-Channel Communication: Integrates seamlessly with Email, SMS, and WhatsApp platforms, allowing for flexible and efficient client interactions.
Multiple Email Tagging: Allows tagging multiple email addresses to a single account, ensuring comprehensive communication coverage.
Reminder Log Maintenance: Maintains a log of all reminders sent, providing a clear audit trail and facilitating follow-ups.
Self CC Option: Offers the option to send copies of reminders to oneself, ensuring internal tracking and record-keeping.
Personalized Reminders: Enables customization of reminders to address clients personally, enhancing engagement and response rates.
Forms Reminder: Provides reminders for form submissions, ensuring timely completion of necessary documentation.
Day-Wise E-mail & SMS Sending: Schedules and sends emails and SMS on specific days, optimizing communication timing for better client engagement.
These features collectively aim to improve the efficiency and effectiveness of payment collection processes, reducing delays and enhancing overall financial management.