Manage your receivables from anywhere.
Lockstep Collect integrates easily with your systems, policies, and processes.
Scale your outreach!
Automated Customer Communications
- Keep customers up-to-date
Sequencing automates outbound communications according to your collections policies at each stage of invoice aging. - Personalize your communications
Templates generate branded communications and automatically populate relevant contact, company, invoice, and other data. - Reach customers where they are
Multi-channel delivery reaches your customer during their business hours using either text, email, and automated calls. - Automate any communication
Sequencing triggers an outbound communication on any business rule such as new customer, customer anniversary, and early payment offer.
Clean out your inbox!
Customer Self-service
- Share information with customers
Secure access to invoices, documents, and payment history gives customers the data they need to pay you. - Make it easy to pay
Online payment provides customers convenient payment options of ACH, EFT, or credit card and automates cash application. - Resolve issues faster
Online disputes and promise-to-pays gives one place for both parties to efficiently collaborate and resolve issues. - Stay connected
Contact management ensures you and your customers are working with the right people to process invoices and payments.
Maximize your team’s impact
Collections Activity Management
- Work in One Application
The customer 360-degree view and communication tools gives needed to manage credit and collect saving time switching between applications. - Focus on the Right Activities
Work management automates assignments, priorities, and escalations of activities according to your business rules. - Use Time Efficiently
Smart activities automate pre-activity preparation and post-activity logging to maximize time on the activities themselves. - Collect Your Way
Leverage our best practices or use your own by configuring menus, screens, and activities.
Optimize your performance
Reporting and Dashboards
- Keep Stakeholders up to Date
Receivables Dashboard reports the status of your receivables. - Identify Opportunities to Improve
Receivables Analytics lets you get insights into your customers and operations. - Measure Success
Goal Tracking reports month-to-date progress for both collections and tasks so objective attainment is easy shared. - Improve Each Team Member
Coaching Analytics measures performance of individual collectors to provide data-driven coaching conversations.
