HOW IT WORKS
Lockstep Collect allows you to send email manually or automate outbound email communication based on email templates and account or invoice specific rules. The system monitors your email server and automatically retrieves inbound email responses received from customers. Email communications can be associated to specific credit issues or invoices providing a 360-degree view of inbound and outbound email communication.
Automated email works with IMAP-compatible email systems enabling and automating communication with your customers, sales team, employees, executive team, and others who need timely and accurate information.