Flexi-Soft

ITX Integration with Flexi-Soft

Description

ITX is integrated with Flexi-soft, a system used for debt collection and case management. The integration connects ITX Dialer directly to Flexi-soft, allowing customer communication and case follow-up to be handled seamlessly within a single workflow.

Benefits for the Business

The integrations make it possible to handle debt collection cases more efficiently by automating activity logging and consolidating all customer communication related to the case. This provides a better overview, reduces manual work, and speeds up case management.

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What Does Integration Solve?

Without integration, employees often have to work in multiple systems at the same time. They have to look up customers, orders, and invoices manually, and important information can easily be overlooked.

Typical challenges include:

Customer data is spread across multiple systems
Lack of an overview of orders and delivery status
Time-consuming manual processes
Limited historical data available in customer conversations

The integration between ITX and Multicase solves this by consolidating all relevant information directly in ITX. When a customer contacts the company, employees have immediate access to everything they need. This makes it possible to provide quick, personalized responses without putting the customer on hold or switching systems.

How does the integration work?

When a customer is contacted or contacts us:

Calls are handled via ITX Dialer
All activity is automatically logged in the case in Flexi-soft
Customer communication is linked directly to the correct case

This ensures that all history is up to date and available for further follow-up.

Features

Integration with ITX Dialer for Efficient Call Management
Automatic logging of all activity related to a case in Flexi-soft
Storing Customer Communication on the Customer’s End
Measuring customer satisfaction at every point of customer contact

Category	What You Get
Customer Data	Complete overview of the customer, including contact information, history, and credit status
Order	View status, items, and tracking information while speaking with the customer
Invoice	Open, send, and follow up on invoices without switching systems
Logistics	Track shipments and view inventory status and backorders
Follow-up	Manage quotes, returns, and customer communication all in one place
Synchronization	Automatic synchronization between ITX and Multicase
Insight	Real-time KPIs provide an overview of customer activity

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Customer Cases

Flexi-Soft

Advantages

Resolve cases faster with ITX Dialer, which is tightly integrated with Flexi-Soft.