CoSales - Commercial Collections Management System
Click the headings for screenshots and details information.
   
Userpage Clean and efficient Start page.
   
   
Remote Users Full functionality for Remote Users
Trust Account Manage Trust Account's following Transactions:
  Bank Charges NSF Checks
  Client Remits PTC Offsets
  Deposits Transfers
Clerical Manage checks and PCKs
  Manager PCK letters
  Employees
  Logins
  Client access
  Debtor maintenance
  Reports
  Letters
  Database maintenance
  Manage backup
  Budgets/quotas
   
Sales Manager Manage dropped leads/clients
  View/Print client status reports
  View debtors by age
  Manage salesmen
  View quota/budget history/performance
  View MTD totals for Sales/by salesman
  View 90 day performance reports
  View Client/Lead/Potential count by salesman
  Restatus/reassign sales accounts
  Review/notate salesman performance
  Send/receive Requests to/from co-workers
  Track daily and monthly fee totals
   
Coll. Manager Review/notate collector performance
  Manage DTO/OIC requests
  Manage unassigned business
  View debtors by age
  Manage collectors
  View quota/budget history/performance
  View MTD totals for Collections/by collector
  View 90 day performance reports
  Track NEW biz received/by collector
  Track daily and monthly fee totals
  Manage dropped debtors
  Send/receive Requests to/from co-workers
   
Collectors Track MTD fee/PCKs
  Quickly view status counts
  Work debtors by status or date
  Request letters
  Backup/skip leads/mults attached to debtor
  View 90 day performance
  Send/receive Requests to/from co-workers
   
Salesmen View/work file
  Create new lead
  View SIC codes
  View new debtors written
  Quickly view file count
  Track brochures
  Manage and F/U with potentials
  Quickly view client performance
  View debtors by client
  View debtor payments made by client
  Quickly print/email client status report
  Quicly and efficiently work leads
  Convert lead to potential (restricted)
  Track MTD fee/PCKs
  View 90 day performance
  Send/receive Requests to/from co-workers
  Receive Requests from clients
   
Debtors Manage SIF/PPA/PRM
  Letter history
  Payment history
  Email with 1 click
  Backup attached to debtor
  Mults
  Skip Leads
  NSF/Return Mail Notifcation
   
Clients Internet access to debtor accounts (abreviated)
  Send Requests to salesman
  Online placement form
  Vview performance report
  View payments