REQUEST A DEMO

PHONE CALL MANAGEMENT

Collection representatives can place calls to customer from within the Lockstep Collect Call Manager, which are then recorded, transcribed and stored in the system. If a customer calls the accounts receivable agent, the Lockstep Collect

By |May 4, 2017|Library|Comments Off on PHONE CALL MANAGEMENT

ONLINE CHAT

Online Chat is an integrated chat function that allows your customers to send messages that your collections team can receive in real time. If a customer has a question about an invoice they received, the

By |February 16, 2017|Library|Comments Off on ONLINE CHAT

CREDITSAFE CREDIT RISK MANAGEMENT

Credit information is vital for every business.Extend credit to the wrong customer and you could face huge losses and expensive legal battles and you may be missing opportunities to extend more credit to your best

By |February 16, 2017|Library|Comments Off on CREDITSAFE CREDIT RISK MANAGEMENT

DOCUMENT MANAGEMENT

Thanks to the success of general document management, Receivables Document Management was introduced as a way to improve the collections process. Instead of simply capturing images of documents to store away, receivables document management is

By |February 16, 2017|Library|Comments Off on DOCUMENT MANAGEMENT

ONLINE BILL PAY

Most professionals in the accounts receivable department can feel like they’re drowning in work. Invoices continually go unpaid and the work to try and get those delinquent customers to pay continues to add up. Since

By |February 16, 2017|Library|Comments Off on ONLINE BILL PAY

CUSTOMER SUPPORT

[vc_row][vc_column][call_to_action_box icon="person" top_margin="page-margin-top"]"They are a wonderful team to work with. When I call/email/submit a ticket I get a response almost immediately. Have you ever had to call for support and you end up speaking to

By |February 16, 2017|Library|Comments Off on CUSTOMER SUPPORT

DASHBOARD REPORTS

With an accounts receivable dashboard for receivables management you can quickly translate your objectives into measurable metrics and see where you are today vs. your organizational goals. Lockstep Collect measures a number of important performance

By |February 16, 2017|Library|Comments Off on DASHBOARD REPORTS

PRIORITIZE ACTIONS

In accounts receivable, the question is always who do you call next. Do you call the customer with the oldest outstanding invoice or the one who owes the most? Lockstep Collect tells you exactly who

By |February 16, 2017|Library|Comments Off on PRIORITIZE ACTIONS

INVOICE DISPUTES

Invoice disputes are a huge hurdle to getting paid on time. The longer an invoice sits in dispute, the less chance you will have on collecting the full amount. Knowing when an invoice is in

By |February 16, 2017|Library|Comments Off on INVOICE DISPUTES

AUTO EMAIL

The most time a collections representatives spends on manual tasks is crafting and sending out emails. Researching the customer, finding supporting documents, finding invoice numbers, writing the email and any other tasks associated with creating

By |February 16, 2017|Library|Comments Off on AUTO EMAIL
Go to Top