Manage your receivables from anywhere.

Lockstep Collect integrates easily with your systems, policies, and processes.

Anytime Collect Communications

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.
Anytime Collect Customer Portal No Inbox
Collections Cockpit Next Best Action

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.
Anytime Collect Collections Success

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