Anytime Collect and Contact
Rating: 9 out of 10
IncentivizedUse Cases and Deployment Scope
This integrates well with Anytime Organizer. I am able to sync collection issues or needs with my regular client contact. This is great to keep on schedule and generate reminders and due dates.
Pros
- generates email notices with my outlook 365 account
- keeps a schedule that I can program monthly or on a specific date
- keeps running totals that I can utilize with excel and other spreadsheets
Cons
- A feature that better designates a completed term.
- No phone app is available
- There is a sync feature for android and IOS but at time sauses duplicate notices that can be annoying
Likelihood to Recommend
I keep detailed notes of my client conversations and points of contact. Anytime Collect allows me to integrate my regular client activites so I know the communication I had prior to the need for collection. I also have a history of past compliance and needs so I can have proper expectations. I do notice that if I immediately close a case and do not schedule a follow up, I may miss contact. So, there is no prompt for further contact.
DP
Dom Pullano
PRESIDENT in Professional Services at PCM Associates Ltd (1-10 employees)
Vetted Review
2 years of experience