Collex
Enterprise Field Collection & Visit Management Platform
Streamline Field Operations. Manage Visits. Improve Collection Visibility.
ColleX is an enterprise field collection and visit management platform developed by VimanoTech for fintech companies, LSPs, and organizations managing field collection operations.
The platform enables collection teams and field executives to manage assigned customer visits, plan routes, track field activities, manage follow-ups, share authorized repayment links, record payment outcomes, and maintain customer interaction history through a centralized application.
Designed for enterprise collection operations, ColleX connects field executives, collection teams, and managers through a structured workflow that provides visibility across the customer visit and collection lifecycle.
The platform provides visibility
Unified Field Collection Dashboard
ColleX brings Agents visits, collection cases, follow-ups, field activities, and payment-related actions together in a single platform, allowing authorized users to manage their daily collection operations efficiently.
Assigned Customer Visits
Pending & Scheduled Visits
Collection & Payment Status
Field Executive Activity
Customer Follow-ups
Visit Outcomes
Travel & Distance Tracking
Attendance & Time Logs
Recovery History
Interactive dashboards and structured workflows help collection teams monitor field activities, manage Agent visits, and maintain visibility across collection operations.
Collex Features
Field Collection Management
1
Assigned Visit Management
ColleX enables collection executives to view and manage their assigned customer visits from a centralized application.
Executives can access relevant customer loan application information, view pending activities, schedule visits, update visit status, and maintain records of customer interactions.
2
Agent Visit Management
Collection Agents can create and manage visits based on authorized customer locations, including home, office, Aadhaar address, or other permitted locations.
The platform supports visit scheduling, route planning, arrival confirmation, visit notes, photographs, and outcome tracking.
3
Route & Navigation
ColleX helps field teams plan customer visits by providing route information, distance, and estimated travel time.
Executives can access live navigation and track route progress while travelling to an assigned customer location.
4
Follow-up Management
Collection teams can schedule and manage customer follow-ups by setting priority, date, time, and notes.
Previous interactions, visit outcomes, and follow-up history can be accessed to maintain a structured record of customer engagement.
Collex Features
Collection & Repayment Management
Payment Link Sharing
Authorized collection executives can share organization-approved repayment links with customers directly through the application.
The platform can display payment status received from the relevant payment system.
Payment Status
Collection teams can view payment-related updates, including pending and completed payment statuses, where supported by the integrated payment system.
Nil Payment Management
Where payment is not received during a customer interaction, the executive can record the outcome, add notes, capture permitted visit information, and schedule the next follow-up.
Collection History
ColleX maintains structured records of collection activities, visit outcomes, follow-ups, and payment-related interactions, enabling authorized users to review customer activity history.
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ColleX supports organizations in managing field collection operations through dedicated workflows for:
01
Loan Visit Management
View and manage customer accounts assigned for field visits, including assigned, pending, scheduled, completed, and closed visits.
02
Visit Route Management
Filter customer accounts based on operational requirements and access route, distance, and estimated travel information to support visit planning.
03
Visit Transfer
Transfer an assigned customer visit to another authorized field executive by selecting the executive, priority, date, time, and relevant instructions.
04
Customer Interaction
Contact customers through available calling options and maintain records of interaction outcomes and follow-up activities.
05
Attendance & Time Management
Manage clock-in, time logs, attendance history, and field activity records through the application.
06
Travel & Odometer Tracking
Capture and verify vehicle odometer information and track travel activity to support field operations and reporting.
Key Features
01
Field Collection Dashboard
Centralized dashboard for monitoring assigned cases, customer visits, collections, follow-ups, and field activity.
02
Customer Visit Management
Create, schedule, manage, and track customer visits across different stages.
03
Route & Navigation
Access route information, distance, ETA, and navigation support for planned customer visits.
04
Payment Link Sharing
Share authorized repayment links with customers and track payment-related status.
05
Follow-up Management
Schedule follow-ups, maintain notes, and track customer interaction history.
06
Visit & Collection Records
Maintain structured records of visits, outcomes, notes, payment activities, and follow-ups.
07
Attendance & Time Logs
Track clock-in, attendance, time logs, and field activity.
08
Location & Field Activity
Use authorized location-based functionality to support visit verification, navigation, and field activity tracking.
Built for Collection Teams
ColleX is designed for collection Agents, field agents, collection managers, supervisors, and operations teams that manage customer visits and field-based collection activities.
The platform provides controlled access to customer and operational information based on organizational roles and permissions, helping teams coordinate field activities while maintaining centralized operational records.
Security & Controlled Access
ColleX is designed for authorized enterprise users and supports controlled access to organizational information through authentication and role-based permissions.
Customer, loan, collection, location, and operational information is made available based on the access and responsibilities assigned by the subscribing organization.
The platform is designed to support organizations in managing field operations while maintaining structured records of customer interactions and collection activities.
Why ColleX?
ColleX supports organizations in managing field collection operations through dedicated workflows for:
Centralized field collection management
Structured customer visit workflows
Real-time field activity visibility
Route and navigation support
Payment-link and payment-status management
Follow-up and interaction tracking
Attendance and travel monitoring
Secure, role-based enterprise access
Frequently asked questions
Most Asked Question
You can manually correct the detected reading in the “Manual Odometer Reading” field before confirming Clock In.
Wait for the timer on the Secure Login Verification screen to expire, then tap “Resend OTP” to get a new 6-digit code on your registered email.
Select “Nil Payment”, schedule a follow-up date, capture your current location, take customer/place photos, and add notes explaining the reason.
Tap “Check latest payment status” on the collection screen to refresh and confirm whether the payment link was completed.
Use “Transfer Visit”, select the agent, set priority, date, time, and add a note. Note: a case can be transferred a maximum of 3 times, and an agent can transfer up to 10 cases per month. Hold-bucket cases cannot be transferred.