Sage AR Automation Reviews & Product Details

The thing I like most about Lockstep is the people. Everyone I have worked with so far has been very friendly and attentive, and my issues and questions have been addressed promptly. Lockstep has excellent customer service.

The feature I like the most is the automated reminder notices, which allows our collectors to make phone calls instead of sending emails. Phone calls are an opportunity to develop relationships with our customers. In turn, our customers are more likely to pay our company over other vendors because they value the business relationship. The Lockstep platform allows the admin to create rules to generate activities. It is very user-friendly from an admin and a credit user perspective. Review collected by and hosted on G2.com.

We dislike having to use a third-party merchant vendor for our credit card and ACH Payments. We want to switch merchant vendors, but the options are limited. Finding a merchant vendor to meet all of our business needs has been difficult. Review collected by and hosted on G2.com.

I like the automated reminders set up to help make contact with all open accounts that you may not have time in your day to address! I also like the reporting aspects and customized reporting you can pull with this application! Review collected by and hosted on G2.com.

I dislike unpaying customers but know there is a reason they are not paying their balance. These collection tools help to develop reason codes and visibility to collections issues!!! I have no dislike of Lockstep or their support! Review collected by and hosted on G2.com.

Help me to organize and prioritize accounts. Where before I kept all my records in excel with formulas to track what I had done, now Lockstep Collect does a lot of the heavy lifting for me. I noticed a huge difference in me ability to stay on top of accounts with the automatic reminders, which prompts me to call or e-mail those particular clients. Review collected by and hosted on G2.com.

The email feature needs work, it's a little archaic. However, Lockstep has been nothing but helpful with addressing any issues. Review collected by and hosted on G2.com.

The ability to send invoices and reminders on time, and to verify that it has happened. We don't have any issues where a client doesn't pay simply because they haven't received the invoice. The administration of the system is also quite easy, and if any issues do arise, Lockstep support is always very responsive and quick to help. Review collected by and hosted on G2.com.

The client portal is very useful, but there is some confusion over which browsers are supported. Review collected by and hosted on G2.com.

Automated invoice and statement email. Portal for customers to see their invoices. Review collected by and hosted on G2.com.

Not being compatible with Safari has been a big issue with our customers. Review collected by and hosted on G2.com.

Automatic communications with customers about outstanding balances. Review collected by and hosted on G2.com.

There are too many steps to complete one action -- the navigation is a little clunky. Review collected by and hosted on G2.com.

Lockstep has automated our AR and allowed us to go from 99 days DSO to a DSO of less than 60 in less than a year. Review collected by and hosted on G2.com.

Right now it is super easy to accept credit cards through the portal, would like for ACH to be just as seamless. Review collected by and hosted on G2.com.

Anytime collect's email automation is my absolute favorite feature. It has significantly helped streamline our collections process and reduced the average number of accounts past due. The software also maintains a well-organized history for each customer account including any collection attempts, past payments, special notes, and responses from customers. Version 4 was just released and I am loving the new sidebar menu that provides simple and efficient navigation to many of the software’s features. Review collected by and hosted on G2.com.

There is really nothing notable that I dislike. When issues do occur, ATC's customer service makes resolving it a top priority. They have a support chat available during regular business hours, that makes the entire process effortless. Review collected by and hosted on G2.com.

The ability to manage and customize collection efforts in a clear and organized way. Providing customers a way that they can view their account details, get pdf invoice copies and even make payments without contacting us directly has freed up the time spent on collections efforts.

One of the newest features is an optional sidebar which can make maneuvering thru the menus easier and even provides a quick history of accounts viewed.

Another new feature gives the customer options on how they want to export a given report.

We are excited to hear there are future plans to hopefully make the customer portal a bit more self-serving so less efforts need to be made by the individual collectors. Review collected by and hosted on G2.com.

For the customer a few types of transactions are not intuitive such as paying in advance or taking advantage of a credit on their account so you may need to help them understand how the system works. For a few of our customers this has been a topic where they have expressed they would prefer to not use the customer portal.

Just a preference but in the newest version the pdf icon used seems to be a little less noticeable than previous versions (ex. lack of colors used). Review collected by and hosted on G2.com.

All your customers credit is so easily visible. The collection feature for contacting customers is so intuitive. You can send an email to a customer and attach a statement, invoice within seconds. Using the follow up feature is a huge plus and you'll never miss making the very important collection follow ups. Review collected by and hosted on G2.com.

The only thing I don't care for is the issue set up process for any mail that goes into your unfiled mailbox. I would love to be able to create an issue from the email and be able to change the description of the issue. Review collected by and hosted on G2.com.