Collection - Trefi Global

ONLINE CUSTOMER CREDIT MANAGEMENT TOOLS TO IMPROVE YOUR CUSTOMER CARE AFTER SENDING INVOICES

The Trefi Collection tool enables you to improve the financial and operative relationship with your customers. It is an integrated part of the Trefi Platform that is best used in conjunction with other tools within Trefi:

By using its unique integration with Trefi Finance, Trefi enables the optimization of the financial relationship with your customers while achieving payments on time.

When used with Risk Management, the Trefi Collection tools offer value-based customer finance management.

Reduce your collection costs and improve process quality by working with Trefi’s collaborative collection with customers and collection partners.

Trefi offers a free, full-featured standard version suitable for most SME’s and a fully customizable collection solution suitable for large multinational corporations.

UNIQUE TREFI COLLECTION FEATURES

VALUE-BASED MANAGEMENT. PROVIDE CUSTOMERS THE FINANCE THEY NEED AND ARE WORTHY OF.

DEBTOR CLUSTERING. MANAGE COMPANIES AND THE UNITS WITHIN THEM AS A GROUP. MANAGE AGGREGATE RISKS.

GLOBAL CUSTOMER EXPOSURE OVERVIEW WITH TRACKING AND LIMIT SETTING.

REAL-TIME EARLY WARNING FOR DEBTOR DEFAULTS.

ALL-IN FINANCE COSTS. GAIN INSIGHT ON THE TRUE COSTS OF PROVIDING CREDIT TO YOUR CUSTOMERS.

DEBTOR DATA VALIDATION WITH CONTINUOUSLY UPDATED EXTERNAL SOURCES.

CROSS BUSINESS UNIT COLLABORATION THROUGH POOLING.

COLLABORATIVE ONLINE DISPUTE HANDLING THROUGH COMPREHENSIVE WEB INTERFACE.

TREFI COLLECTION FEATURES OVERVIEW

Group	Functionality	Free	Complete
Basic	Existing customer management and new customer acceptance
	Online invoicing
	Automatic reminders to your customers
	Assignment of responsibilities to collectors
	Activity scheduling
	Automatic creation of calling tasks for collectors and reminders to call customers and follow-up on payment agreements
	Creation of calling notes, memos, agreements, and documents with customer confirmation
	Creation, confirmation and follow-up on payment agreements with customers
	Historic overview of all customer-related activities
Contracts	Document management of contracts and other relevant items
	Document association to clients, invoices, credit notes, contact persons or queries
Risk	Integration with customer credit ratings
	Risk and value-based collections. Priorities based on risk and cost
	Limit management on debtors
	Limit management on credit insurers
Dispute management	Customer questions and disputes registry. Task and assignment creation for conflict resolution, with confirmations sent to customers
	Online customer query registration
	Online customer invoice acceptance
	Credit note creation, approval and emission to customers
Reconciliation	Automatic and manual reconciliation of invoices
	Creation of credit invoices for payment differences
Payment	Online invoice payment by customers
Collection	Automatic transfer of credit files to collection companies
	Overflow calling tasks. Request collection companies to perform payment agreement calls on your behalf
Reporting	Collector and collection department performance reports
	Collector and collection department portfolio risk reports
Advanced	Flexible Workflow manager
	Dynamic report builder
General	Completely web based
	Financial / accounting systems integration
	Supports all modern browsers
	Customization of all outgoing client communications
	Complete digital file building
	Unlimited number of legal entities
	Suitable for high volumes > 1000 invoices per months
	ISO 27001 compliant Information security management