Customer & Client Engagement
Harness Debtrak’s powerful customisation to your unique debt recovery requirements, ensuring it aligns with your business goals and offers exceptional support to your team.
Customisation and personalisation
- Design a library of automated workflows
- Boost productivity with customisable workflows that automate tasks and decisions, reducing manual effort and increasing efficiency.
- Drag and drop workflow editor
- Design and enhance your customer and employee experience with Debtrak’s easy to use workflow editor.
- Innovate customer journeys
- A/B test customer journeys by directing defined profiles or accounts through customised debt collection pathways.
- Personalised customer communications
- Engage clients with personalised notes, emails, and letters.
Employee experience
- Single customer view
- Provide your debt recovery agents with an aggregated view of all accounts, segmented by customer or a myriad of other available fields.
- Customisable user buttons
- Defined by role, customer and/or account, guide agents through a streamlined, dynamic and intuitive process to deliver improved customer experiences.
- Smart income and expenditure management
- Use Debtrak’s powerful data modelling to determine clients' disposable income and propose suitable arrangements, making it easier to resolve debts.
- Agent scripting
- Set up phone call scripts to automatically extract data and fill in relevant information, like name of individual, client, and outstanding balance driving accuracy and consistency.
- Task management
- Distribute workloads equitably or drive areas of focus through Debtrak’s tri-level task management configuration.
- Multi-currency and multi-lingual
- Manage teams and accounts across countries, timezones and dialects with Debtrak already operating in 7 non-English EU markets
Portals
- For customers
- Provide customers with access to view account information, create notes for account managers, record arrangement proposals, and make a payment via credit card.
- For clients
- Allow clients to keep up with the real-time information on customers, including payments, arrangements, tasks, upcoming court events, and more.
Want to learn more?
Connect with our team to see Debtrak in action and have all your questions answered.