Documentation

Optimize loan collections with our debt collection CRM APP. Act now for smoother processes and better results. Guaranteed !

Documentation

The Ultimate Debt Documentation Management Software for Next Generation Debt Collection Business

Hire Developer

If you need collbox customization or custom development services please contact us to get a free quote.

Hire Us

Restricted Area. Exclusively for Subscribers.

Updating and Uploading

Process of uploading new records is very simple and it depends on the zipcodes available in the uplodaing excel and also the areas available in the uploading excel.To instruct users who are new to this software we have created the sample uploading excel where user can know what should be the format of the excel which they will be uplaoding. COLLBOX also gives a unique mapping functionality where uploaded excel can be easily mapped and uploaded. Before completing the mapping procedure a portofolio should be assign because the allocation of the records to users are done according to the users working on the selected portfolio. As the records from the excel is matches the enviroment of the selected portfolio then the software find the appropriate users and allocate the records accordingly.

The complete procedure of allocation is divided into 4 parts:-

Unassign
Auto-Assign
Approved
No-Service Area

Documentation Images

Mandatory Mapped Fields

Mandatory Mapped Fields
Selecting Portfolio and Supervisor for the upload

Selecting Portfolio and Supervisor for the upload
Pre-Upload Matrix

Pre-Upload Matrix

Wonderful software to use made easy and works well with our business model. Simple to understand and navigate.

Pravin , CEO , Real Debt 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.