For Debt Management Providers
Manage your clients with Cloud power
Get your one month free trial today.
Modern & Comprehensive
Manage your client data, from enquiries to financial information to communications.
Take the hassle out of processing client payments, import your bank statements and let 'Debt Trail' do the rest.
Case management is a breeze with automated notes, one-click communication and action reports.
Send emails, faxes and sms messages as easily as printing a document. Use templates with key data place-holders to make regular communication as easy as clicking 'send'.
'Live' Client Portals
All our Plans include a secure 'live' client web portal. Be seen to be transparent and helpful, giving clients access to their core data. Authorise access straight from 'Debt Trail'. Gain trust.
Multiple Location Enabled
Not all in the same office, employees work from various locations, not a problem, all you need is a computer and the internet.
Backups & Security
We use premium SQL Azure 'Cloud' database services provided by Microsoft in the EU. All your data transmissions and data at rest is encrypted. Backups are taken at regular intervals of approximately 5 minutes.
Download and import your client account statement, let 'Debt Trail' match and process client payments, assigning fee income and creditor distributions payments. Print bulk and singular cheques with ease and create BACS files to upload to your banking software.
Tired of ticking off payments out? Just import your bank statements and let 'Debt Trail' reconcile your client account for you.
Analyse your staff performance, drop off rates, revenue break downs, distribution data, client demographics and much more. Don't let your reports rule what you see, pick any date range you want.
Free Support & Updates
Free email queries, and dedicated account liaison telephone support. 'Debt Trail' is built to be user-friendly, intuitive, with free upgrades to the latest version as standard. Join us and get our free remote installation & data migration service.
Get in touch telling us a little bit about your business. We'll answer any questions you have and at your convenience arrange for a demo online so you can see the software operating.
Take the software for a test-drive. We'll remotely install a 1 month free demo of the software for you to test out at your leisure.
When you're ready to move forward we'll arrange a 'go-live' day and remotely install the necessary number of installations and provide you with extra support to help get started.
Next Steps ...
Company registered in England & Wales: 7987541
Microsoft Partner ID: 3626214
Data Protection Number: Z3190885
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