Functionalities
Organisation
Manage users
Provide easy access to users with appropriate permissions and screens for their tasks by adding them to a user group with a username and email address.
Credit managers carry out credit management across 1 or more entities and have access to all available operational tools.
Everyone in the organization who can / must resolve disputes will have access to the complaints management and associated rights on the customer cards. Depending on the type of company, the people fall under more or less different departments such as Sales, Customer Service, Distribution, Production, etc.
Managers are given access to the reporting module and the complaints management so that they have insight and can make adjustments where necessary.
Complaints management management
Choose which issues (reasons for late or non-payment) apply to your business process.
Each business process has its own issue categories. In the provisioning wizard you choose which issue categories are applicable.
For each Issue category such as “invoice not received”, “product not in accordance with specification”, “payment arrangement” or “service not delivered”, you indicate whether the relevant invoices will be temporarily excluded from the follow-up process and within how long the issue must be resolved.
Segmentation
Segment customers to appropriately track each group. Criteria for segmentation are, for example, risk scores, culture, language, or historical payment behavior.
A succession profile is generated per segment.
The segmentation is determined during the import based on the chosen invoice and / or debtor characteristics. This way your customers are always approached according to the correct succession strategy.
Communication
Create a succession profile per segment by defining successive communication actions on the graphical timeline
Different media such as letters, emails, calls, SMS and faxes are combined to achieve the best effect
Payment options based on a payment link or a QR code from your own PSP. Or via a link on the Customer Response Site where your customer can select the invoices that may be paid.
Client contact site
Maxcredible's customer contact site gives your customers the opportunity to see
- which invoices are outstanding,
- which invoices have been paid,
- pay outstanding invoices,
- whether complaints have been registered,
- to report complaints,
- or to pass on changes of address.
The reminder contains the URL and login details for the CRS in the language of the customer:
Export Incasso
Maxcredible helps you to get your customers to pay on time. If, despite all efforts to achieve this, it is necessary to transfer a claim to an external party, MaxCredible will support that.
You can define an export file for each Collection Agency or Bailiff in accordance with the format they require. We also have a direct link with various parties to their collection portal.
Outsourced items are registered in MaxCredible so that you have insight into the outstanding items at (various) external parties. The reports also give you insight into the success of a collection party.
Individual home screen
Individual home screen:
Each user can choose his own start screen from a number of predefined screens.
For the credit manager, the “Personal Start Screen” displays the daily workload.
Complaints management management
Choose which issues (reasons for late or non-payment) apply to your business process.
Each business process has its own issue categories. In the provisioning wizard you choose which issue categories are applicable.
For each Issue category such as “invoice not received”, “product not in accordance with specification”, “payment arrangement” or “service not delivered”, you indicate whether the relevant invoices will be temporarily excluded from the follow-up process and within how long the issue must be resolved.
- On the left the automatically generated messages and calls that must be processed today (per administration if applicable)
- On the right, the disputes and payment commitments that must be resolved or monitored
Message batches
Message batches:
The messages to be sent and the call list are prepared daily for checking and processing.
The batches are generated based on the established follow-up profiles, taking into account the discussed invoices that are left out of the follow-up process.
Call list
Customer management screen
Customer management screen:
- Direct insight into contact details, invoice data, issues, payment commitments, payment behavior
- Creating payment arrangements, registering disputes and payment commitments, manual messages, transfer of collection, incidental intervention on follow-up strategy
- “1 click” access to: History of communication, disputes, documents and comments, manual sending of messages and creating issues
Complaints management
Complaints management:
Complaints management, or rather issue management, records all (presumed) reasons why customers do not or do not want to pay yet.
Per issue is recorded:
- What the problem is
- Who has to solve it
- Who monitors the solution
- Who monitors the solution
- Whether the relevant invoices should be temporarily removed from the follow-up process
- The realized solution
- Whether the invoices can be followed up again.
The reminder contains the URL and login details for the CRS in the language of the customer:
Collection transfer
Customer management screen:
Invoices that have not been paid after all follow-up actions have been carried out, are placed in the selection list “for collection”.
For each collection agency or bailiff, the selected invoices are exported in a defined format or entered directly into the portal of the collection party.
The reports show which invoices have been transferred and whether or not they have been paid in the meantime.
Standard reports
Dynamic reports