Lockstep Collect

Lockstep Collect keeps your cash flowing in the new normal.

About Lockstep Collect

Lockstep Collect uses the power of the Cloud to put B2B collections online. The way Lockstep Collect works is that it tracks the aging of invoices to automatically create, personalize, and send emails, texts, or recorded calls that guide customers to an online portal where they can make payments, view statements, download invoices, dispute charges, and update their profile. Not only does Lockstep Collect accelerate cash flow but it lowers costs, lets staff focus on higher priority work, and makes customers happy.

<li>Scale your customer engagement.</li>
Automate the mundane across multiple channels using sequences that guide customers from on-boarding through collections.

<li>Clean out your inbox!</li>
Make self-service access secure and easy. Your customers pay, review statements, download invoices, promise to pay, and dispute from a secure customer portal without having to enter a password. No email required!

<li>Maximize your team’s impact.</li>
Next Best Tasks uses intelligence to prioritize a team member’s tasks and provide all relevant content. The Collector’s Cockpit™ provides contextual access to tasks, interactions, accounts, reports and other critical resources.

<li>Optimize your performance.</li>
Keep stakeholders up to date. Receivables Dashboard reports the status of your receivables. Receivables Analytics lets you get insights into your customers and operations.

Key benefits of Lockstep Collect

• Empower your customers. Self-service access to invoices, payments, and communications saves you time and makes your customers love you.
• Align your team’s priorities. Work management focuses team efforts on exceptions, disputes, and high-value customers.
• Optimize your bank balance. Intelligence and insights improve the process by providing the ability to see when the money is coming in.
• Take control. See the status of every invoice and all your team’s activity in one place.

Devices

Business size

S M L

Markets

Australia, Canada, United Kingdom, India, Mexico, United States

Supported Languages

English, Hebrew, Spanish

Images

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Lockstep Collect video
Lockstep Collect screenshot: Lockstep Collect screenshot: Lockstep Collect screenshot:

Features

Total features of Lockstep Collect: 51

  • ACH Payment Processing
  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Aging Tracking
  • Alerts/Notifications
  • Auto-Dialer
  • Automated Notices
  • Billing & Invoicing
  • Billing Portal
  • Callback Scheduling
  • Client Management
  • Collections Management
  • Commenting / Notes
  • Compliance Management
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Credit Card Processing
  • Credit Reporting
  • Customer Statements
  • Customizable Invoices
  • Data Synchronization
  • Deadline Management
  • Document Management
  • Dunning Management
  • Electronic Payments
  • Email Invitations & Reminders
  • Email Management
  • Forecasting
  • Hourly Billing
  • In-House Collections
  • Invoice Creation
  • Invoice History
  • Mobile Payments
  • Multi-Currency
  • Multi-Language
  • Online Invoicing
  • Online Payments
  • Partial Payments
  • Payment Plans
  • Payment Processing
  • Project Billing
  • Receivables Ledger
  • Recurring/Subscription Billing
  • Reminders
  • Third Party Integrations
  • Transaction Management
  • Workflow Management

Alternatives

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Xero

4,3
#3 Alternative to Lockstep Collect
Xero is a cloud-based small business accounting software with tools for managing invoicing, bank reconciliation,...

Quickbooks Online

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Reviews

Overall rating

4,2 /5
(21)
Value for Money
4,5/5
Features
4,2/5
Ease of Use
3,9/5
Customer Support
4,5/5

Already have Lockstep Collect?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 21
Faith P.
Overall rating
  • Industry: Farming
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Program pays for itself in improved cash flow

Reviewed on 2019/02/19

This has made it much easier to reach out to customers on Trouble Settlements. I no longer have to...

This has made it much easier to reach out to customers on Trouble Settlements. I no longer have to rely on a Sales assistant or Salesperson to make those contacts, the program does it for us. I'm confident that, as our customers get used to more frequent contact, we will see orders being settled more quickly.

Pros

This software is very easy to use. I was able to be up and collecting with minimal training. It's certainly made my job easier - no more manual emails and our customers are paying more promptly!

Cons

I'm still learning all the tricks to using the software effectively so the only thing that causes a little extra work is reloading updated invoices. Since we only have 2-3 a day it's not a big deal.

Response from e2b teknologies

Thanks Faith for the awesome review!

Penny C.
Overall rating
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

A necessary product for Collectons

Reviewed on 2016/07/29

We've been using ATC for a few years now, and I can't imagine doing without it. As the Controller,...

We've been using ATC for a few years now, and I can't imagine doing without it. As the Controller, I don't actually do any of the collections work, but having everything in ATC allows me to keep tabs on what's going on. I love the communications history - when we had to replace our collections person it was great to be able to retain all the history of her work. The most powerful part of ATC, is definitely the automated emails, which we've just begun using. I'm expecting this to make a huge difference in our past due balances over the next few months.

Pros

*The automatic sync with our accounting software
*The ease of sending emails to clients via ATC
*Being able to see the history of all communications with a client
*Automated emails & statements
*The ability to record customer promises and to set reminders to follow up

Cons

Not much is intuitive - at least on the "old" version. Figuring out how to do what needed to be done hasn't always been easy. I haven't been using the newer version yet but my collections person tells me it's easier to move around in it.
Documentation is definitely lacking - I don't consider searching through old help tickets or articles an acceptable substitute for real in-application help.

Claire M.
Overall rating
  • Industry: Retail
  • Company size: 201-500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Anytime Collect Review

Reviewed on 2019/02/11

They are all so very helpful, kind and patient. When I do have a question and I call rep., he...

They are all so very helpful, kind and patient. When I do have a question and I call rep., he always listens and takes his time in answering.

Pros

It helps me organize, track, analyze and collect. Pretty much everything I need to do.

Cons

I wish there were written instructions for each application so when I have a question or have forgotten how to do something I could just search the question and an answer would pop. A simple answer like, click here, then here, then here and you're done. But there isn't - which leads to a lot of frustration.

Response from e2b teknologies

Hi Claire,
Thanks for the review! Anytime Collect does have a Knowledge Base with written instructions and step-by-step videos, which can be searched on. We also have on-page help within the product. If you click the question mark at the top of a page, a video will appear in another browser with step-by-step instructions on how to use the features on the page. Hope this helps, and feel free to reach out to use if you need additional help.

Benjamin B.
Overall rating
  • Industry: Consumer Goods
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Awesome Tool! Great Investment! Worth The Money!

Reviewed on 2016/07/25

If one word could describe Anytime Collect it would be "Transparency." Since implementing Anytime...

If one word could describe Anytime Collect it would be "Transparency." Since implementing Anytime Collect, we have more visibility across the board as to where we stand with our receivables. There are no more paper aging reports with highlighters. Anytime collect brings out the information you need to make key decisions on a day to day basis.

Pros

I enjoy the automation of emails to past due accounts, the task list that it provides, and the dashboard that gives an overall executive view of the receivables.

Cons

It is web or browser based and it can be slow at times. The company has been great and have put us on a pilot release of a new version. There have been some bugs as with all new software but the power is still there!.

Mauro F.
Overall rating
  • Industry: Wholesale
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Machine Gun Collections

Reviewed on 2019/02/15

We have over 3000 customers and with ATC is like I have 2 more Agents working with me to cover all...

We have over 3000 customers and with ATC is like I have 2 more Agents working with me to cover all the accounts. I'm very happy with the performance and support from ATC.

Pros

Ability to create groups for type of communications.
Ability to integrate to Merchant Accounts and Credit Score Agencies.
Ability to create agendas and follow ups direct them to my Agents.
Customer support is there any minute to help.

Cons

Honestly, any con is resolved by the support team so no cons

Response from e2b teknologies

Thanks, Mauro! We appreciate the great review

Showing 5 reviews of 21 Read all reviews

Lockstep Collect FAQs

Below are some frequently asked questions for Lockstep Collect.

Lockstep Collect offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Not Available

Contact for details

We do not have any information about Lockstep Collect features

Lockstep Collect has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Lockstep Collect supports the following languages:

English, Hebrew, Spanish

Lockstep Collect supports the following devices:

Lockstep Collect integrates with the following applications:

Acumatica Cloud ERP, Chargebee, Dynamics 365, Dynamics 365 Business Central, Epicor ERP Financial Management, Infor Cloud ERP, Microsoft Dynamics GP, NetSuite, Oracle CRM On Demand, QuickBooks Online Advanced, SAP Customer Experience, Sage 100cloud, Sage 300 Construction and Real Estate, Sage 500, Sage Intacct, Sage X3

Lockstep Collect offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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