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Collbox is currently available only for Indian businesses

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Allocations

After uploading the excel the allocations are done accordingly adn records get divided into 4 parts-:

  • Unassign.
  • Auto-Assign.
  • Approved.
  • Noservicearea.

Auto-Assign-All those records from the uploaded excel which has been auto-assigned means the record which has matched the working enviroment of any particular users chain flow are listed here. Here every users in the work chain is automatically assigned the records. Users including the Teamleader, SUpervisor,Telecaller and Feildcollector.As allocations are already made so there will be no need to assign any user from here. Still if the user wants to change the assigned users then they can easity manage by selecting the feildcollecotor from the list and it will automatically create new chain according to selected Feildcollector. All available records on this page need is be approve manually so taht it will make the selected records online and ready to work for the telecaller and collector. After approving the record the records started to get visible on AGENCY ALLOCATIONS acitive. This page features these below functionality-:

  • Assigning records to users if needed.
  • Assigning and approving records to users.
  • Deleting the records.
  • Transferring records to noservicearea.

Documentation Images

  • Images FIlters

    FIlters

  • Images Actions

    Actions

  • Images Reassigning

    Reassigning

We were forced into changing software providers due to unforeseen circumstances and had to make a decision fast. We reviewed several options via phone calls and web demos and chose to go with Collbox. The implementations team worked with our Company to ensure Our CAMS fit our needs. They continued to work closely with us through conversion/upload of prior data and all aspects of implementation. We have found CAMS to be versatile as well as user friendly. Service is top notch and the techs are knowledgeable of the industry so they understand what you need and they get it done right the first time.Highly recommend this company

Umesh Gaikwad, Agency Owner , Shree Sai Enterprises
  • Stay Updated

    Getting real-time agency bucket wise resolution status is just a click away.

  • Simple to use

    You can get an operator started in less than four hours including your field force too

  • Limitless Features

    Packed with features. Automate from getting trails to claim paid / Reconciliation.

  • Built to customize

    Easily integrate with IP pbx and call your customers right from CAMS with a click.

  • Forecast & Track Easily

    Forecasting monthly target as per the buckets or portfolio is easy to manage and track.

  • No Excel Skills Needed

    Complete user friendly UI and seriously no excel training needed to your people.

  • Unique Allocation Access

    Security and control features as per user and portfolio levels to ensure proper allocation.

  • Click 2 Dial

    Dial right from the CAMS screen, converting the time lost in manual dials and misdials.

  • Field Live Tracker

    Field collector tracking / allocation & visit feedback from mobile application for faster results.

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