| | |
WEB COLLECTION | PROFESSIONAL | ENTERPRISE |
| Collection management in the cloud | | |
| Portfolio stage management | | |
| Types of portfolio management | | |
| Multiple portfolio statements | | |
| Call scripts for management | | |
| Quota simulator | | |
| Portfolio segments | | |
| Automatic portfolio segmentation | | |
| Payment agreements | | |
| Payment alternatives | | |
| Collection management profiles | | |
| Management working groups | | |
| Massive portfolio transfer between groups | | |
| Generación de cartas | | |
| Sending email with account statement | | |
| Third management | | |
| Third party time line actions | | |
| Contact management | | |
| Task management | | |
| Programación de Recordatorios | | |
| Recordatorios vía email con cumplimiento de tareas | | |
| Goal management | | |
| Custom tab third | | |
| Personalized form by portfolio | | |
| Web portal for customers | | |
| Management products and services | | |
COLLECTION | PROFESSIONAL | ENTERPRISE |
| Payment pending invoice | | |
| Management Cash and Banks | | |
| Multiple forms of payment | | |
MOBILE COLLECTION | PROFESSIONAL | ENTERPRISE |
| Multiple locations per third party | | |
| Programming visit routes | | |
| Location georeferencing | | |
| Offline mode | | |
| Integration with Waze | | |
| Third party GPS map | | |
| Bluetooth printer printing | | |
| Photo capture visit | | |
| Visualización de clientes cercanos | | |
| Touch Signature Log | | |
AVAILABILITY | PROFESSIONAL | ENTERPRISE |
| Web management | | |
| Android (Smartphone and Tablet) | | |
| iOS (iPhone and iPad) | | |
| Multiple languages (Spanish and English) | | |
| Online predefined reports | | |
| Online customized reports | $ | $ |
INTEGRATIONS | PROFESSIONAL | ENTERPRISE |
| Import / Export by files | $ | $ |
| Standard: Quickbooks, SAP, OpenBravo, Siigo, Helisa, Softland, World Office, Siesa, DHS Total. | $ | $ |
| REST services | $ | $ |
WARRANTY | PROFESSIONAL | ENTERPRISE |
| Email | | |
| Customer Portal | | |
| Skype | | |
| Phone | | |
ADVANCED SECURITY | PROFESSIONAL | ENTERPRISE |
| Audit Logs | | |
| Password controls | | |
| IP control access | | |
| Access control by time | | |
| Users Profile | | |
| LDAP Integration | | |
| Two-factor authentication | | |
| Control in data visualization | | |
| Specific security policies | | $ |
ENTERPRISE FUNCTIONALITY | PROFESSIONAL | ENTERPRISE |
| Workflows | | |
| Multiple currencies | | |
| Webhooks | | |
OTHER SERVICES | PROFESSIONAL | ENTERPRISE |
| Standard SLA service | | |
| Service levels Particular SLA | | |
| Custom developments | | |
| Installation of dedicated / own servers | | |
| Maximum modules per company | 2 | Unlimited |
| Shared production environment | | |
| Shared server management | | |
| Independent server administration | Not available | Additional cost |
| Independent production environment | Not available | Additional cost |
| Testing environment | Not available | Additional cost |
