Manage your receivables from anywhere.
Lockstep Collect integrates easily with your systems, policies, and processes.
Automated Customer Communications
Scale your outreach.
Trigger outbound communications according to your collections policies at each stage of invoice aging.
Generate branded communications and merge relevant contact, invoice, and company data.
Reach your customers during their business hours.
Deliver your messages across the channels your customers use: text, email, or voice.
Customer Self-service
Clean out your inbox.
Share invoice, documents, and payment history via secure access.
Make it easy to pay with convenient online payment options of ACH, EFT, or credit cards.
Resolve issues faster with dispute workflow that routes to the assigned team member.
Improve visibility of cash with commitments from customers on payment dates.
Collections Activity Management
Maximize your team’s impact.
Automate pre-activity and post-activity administration to maximize time with customers.
Focus on the right activities with automated and prioritized activity lists.
Make sure nothing falls through the cracks with transparent assignments.
Maximize number of calls with automated dialing and transcription built into activities.
Profile Management
Setup and maintain trusted accounting relationships with customers.
Empower customers to verify and update their accounting information and supply compliance documentation.
Have contacts maintain and verify their own details without you having to lift a finger.
Trigger requests and track status for unverified profiles.
Maintain a library of required tax and audit records.
Dashboards and Reporting
Optimize your performance.
Get visibility into cash inflow based on customer payment behavior.
Improve team performance with a breakdown of members’ activities to assist coaching.
Monitor adoption of customer self-service by tracking understanding usage on online accounts and payments.
Keep stakeholders informed with custom reports and automated distribution.
