Advisornest delivers a custom-built CRM, powered by Bitrix24, built for the collections industry whether you're handling accounts receivable, debt recovery, or client account management. We streamline sales, client tracking, task management, marketing, communication tools, and reporting, giving you a system tailored to how your collections business truly operates.
Advisornest powered by Bitrix24 lets you manage all client accounts, collection cases, and debtor information in one organized CRM. You can track contact details, outstanding balances, payment history, and follow-up actions—all in a single platform.
Easily set automated reminders, tasks, and follow-up schedules for collections agents. Advisornest powered by Bitrix24’s task workflows help ensure no overdue account slips through the cracks, keeping the team on top of every touchpoint.
With integrated email, phone calls, SMS, and chat, Advisornest powered by Bitrix24 helps collection teams log every client interaction. You get a complete history of communications, which is crucial for compliance and customer relations.
Collections can be managed like a sales pipeline moving accounts through stages such as "Initial Contact," "Promise to Pay," "Payment Plan Setup," and "Paid/Closed." Advisornest powered by Bitrix24’s visual pipelines help teams track where each account stands in the process.
Advisornest powered by Bitrix24 provides detailed reporting on agent activities, payment recoveries, and account statuses. You can easily measure KPIs like recovery rates, average collection times, and outstanding balances by client or team.
Integration with Recovery Systems
Advisroenst powered by Bitrix24’s open API allows seamless integration with accounting, billing, or recovery platforms. This means you can sync client data, automate account updates, and streamline the handoff between collections and finance.
Professional Annual Plan 100 users with full access to advanced CRM, project management, automation, and business tools all in one platform. It’s built for growing teams that need complete control over sales, tasks, workflows, and team collaboration at a fixed annual cost.
The Enterprise Plan is built for large organizations starting at 250 users with the flexibility to scale. It packs advanced CRM, business process automation, and powerful collaboration tools, all designed for multi-branch operations. You’ll also get priority customer support, top-tier security, and flexible deployment options to handle even the most complex business needs.
Advisornest creates a tailored implementation package for your company, handles software setup, and customizes every step to fit your needs plus, we provide complete training and onboarding materials to set your team up for success.
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