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Collbox is currently available only for Indian businesses

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

  • Images Mandatory Mapped Fields

    Mandatory Mapped Fields

  • Images Selecting Portfolio and Supervisor for the upload

    Selecting Portfolio and Supervisor for the upload

  • Images Pre-Upload Matrix

    Pre-Upload Matrix

Nothing bad to say about this product, we have been a customer for three years now and there have been very few outages which is more than I can say for any other CRM platform. Very happy customer here.

Mr. Jeevan, Proprietor , CashGuard 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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