Lockstep Collect Reviews & Product Details

Lockstep Collect Overview

What is Lockstep Collect?

Collect cash 31% faster whether your finance team is in the office or remote with the cloud-based Lockstep Collect. Named a major player in the IDC MarketScape: AR Automation Software Report, Lockstep puts your collections on autopilot and gives you one less thing to worry about. Through a combination of automated customer communications, customer self-service portal, online payments, and collections activity management, Lockstep Collect makes it easier and faster for you to collect cash in the new normal. Lockstep Collect includes customer onboarding automation to maximize use of the customer self-service and payments. With robust dashboards and reporting, Lockstep Collect gives you complete visibility to cash flow, team performance, and customer adoption. Make your bank balance bigger now with Lockstep Collect.

Lockstep Collect Details
Languages Supported
English, Hebrew, Spanish
Product Description

Lockstep Collect improves cash flow by 31% or more and makes collections one less thing to worry about.

How do you position yourself against your competitors?

Because every finance team has their own unique requirements for AR, Lockstep Collect has industry-leading configurability to match the business rules, automation, workflow, and reporting that is required. This also includes support for multi-entity and multi-currency. We integrate with more accounting systems and ERPs in the mid-market and Salesforce Sales and Service Clouds.

Our solution has advanced projected cash receipts to give deep visibility into timing of cash inflow and team activity reporting that lets you measure team performance to know each person’s impact on the cash flow.

Our solution provides self-service tools for customers to move off paper, access their accounts online, and make online payments. Additionally, we provide customer adoption reporting of the self-service portal.

We have over 10 years of experience automating AR. Our best practice templates and business rules gives you the best head start while providing full benchmarking of your ROI post-implementation.


Seller Details
Seller
Lockstep
Company Website
Year Founded
2019
HQ Location
Seattle, WA
Twitter
@lockstepnetwork
32 Twitter followers
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
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Lockstep Collect Reviews

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Staff Accountant/Accounts Receivable
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

If you and your team are having any issues keeping up with your receivables I would recommend Lockstep Collect as superior accounts receivable solution. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Takes care of the small menial tasks for me, so I can concentrate on those tough accounts. Days Sales Outstanding has dropped significantly since implementing Lockstep Collect. My initial process for collections was ‘archaic’. I used Excel to create AR aging reports and keep notes of which clients I contacted. This often-left room for error or missed accounts. Things would get pushed down the list or entirely ignored because they either didn’t owe as much as others or they just got lost along the way. With Lockstep Collect a lot of this is taken care of automatically. Review collected by and hosted on G2.com.

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AA
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product:

I highly recommend Lockstep. We made the decision to automate with Lockstep a couple of years ago and have been very happy with the decision, especially considering all the disruption the world has experienced in 2020. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are able to centralize the distribution of invoices and periodic reminders. This has reduced A/R aging, improved cash flow, saved admin and manger time on following up on unpaid invoices, and increased visibility into true credit risks. We are able to focus our efforts on adding value for our clients. Review collected by and hosted on G2.com.

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Accounts Receivable Coordinator
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

Setting up your automated emails is key to getting the most out of this software. The customer service staff is fantastic, so be sure to reach out to them anytime you need assistance. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Anytime Collect has significantly cut down on the time that I need to spend on collection activities. Its automation is a huge time-saver and I would be lost without their organizational tools. I would highly recommend it to any business looking to reduce their past due accounts. Review collected by and hosted on G2.com.

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Youth Minister / A/V Technician
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

If you are looking to make the switch from manual collections efforts to systematic efforts this software is a must have.

Be prepared for the initial setup to be a bit of a learning curve, but don't let that be a deterrent. After the initial setup it's not long before you see significant results due to the software's efforts. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Since making the switch to Anytime Collect:

- We have significantly improved our DSO.

- The quantity of issues that are significantly past due has greatly decreased, so we are better suited to devote our time to areas that have been neglected previously.

- We utilize the ability for multiple users to see notes made on previous issues and the resulting efforts that have been made. Review collected by and hosted on G2.com.

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Accountant
Biotechnology
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

Benefits are absolutely being that you will see how easily it is to handle collections and credit for all your customers in one place. We have seen a significant decrease in our aging due to the intuitiveness of Anytime collect. Review collected by and hosted on G2.com.

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Director of Business Systems
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The automatic email reach outs to clients let's our collections team to focus on responses and research instead of manually sending out email reminders. The scheduling of human touch reach outs helps our collections team know where they should focus. Review collected by and hosted on G2.com.

What do you dislike?

Performance is sometimes slow, but I know they're working on that. Since the merger there have been a few hiccups in buggy releases, but they're also working on that and the last one was more stable. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Get to understand how scheduled actions work as quickly as possible. This was a learning curve for the team because you can't edit a scheduled action, you create a new communication from it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Automation of our email reach outs has had a huge impact. In the first year of using ATC, our AR Over 60 Days improved by 40%! Review collected by and hosted on G2.com.

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Receivables Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

This is a program that offers the best of collection technology. The automation of the collection processes has improved our ability to efficiently and effectively collect our AR. The elimination of manual emails, the ability to imput and track collection contacts has reduced our DSO and allowed us to easily meet our collection goals. Review collected by and hosted on G2.com.

What do you dislike?

I would like to see a real time environment. Currently the program only updates data once a day. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Don't wait on implementing this software. It's a great value. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are able to make initial collection contacts automatically which frees up time to work on the problems. The ability to track and easily respond to disputes, resulting in a faster resolution. Customers also have the ability to see their statements and download invoices, making their job easier. Review collected by and hosted on G2.com.

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Credit Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Anytime Collect offers so much to the collection industry. It can automate emails and responses and include individual links to customers' accounts so they can even manager their own open receivables. It is easy to assign accounts to collectors and to design collection plans and tasks so that each account received the right level of attention. Review collected by and hosted on G2.com.

What do you dislike?

The only downside to ATC is that it does require some ramp-up time for employees and this kind of additional training can really strain already overworked departments. The upshot of all this is that with the increased automation with ATC, the future will always be better than the past collection procedures. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It is a serious upgrade over almost any competitor's collection software. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We solved the issue of dealing with acquisition account receivables which can overwhelm a department when loaded all at once. With ATC it is possible to handle an influx of accounts with ease by sending automated email collection messages with payment links so that many accounts can be handled without direct collector interaction. Review collected by and hosted on G2.com.

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Controller
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Easy to navigate, the ease of communication to customers, and the ability to send mass communication and collection notices rapidly. Review collected by and hosted on G2.com.

What do you dislike?

There is no mobile app currently, it would be great to have some visibility through the mobile device. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Reducing customer calls due to the access to their online account. It is causing an increase in productivity within the department. Review collected by and hosted on G2.com.

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UR
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

ATC has consolidated our communications and A/R management into one system. This has greatly increased our efficiency. Also, the communication templates and automation have reduced the amount of manual work that needed to be done. The implementation and support staff have been excellent. Review collected by and hosted on G2.com.

What do you dislike?

Since it is a web based program we sometimes see slow downs of the website. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Anytime Collect has become our accounts receivable database. We track account balances, pay performance and communications in one place which makes our AR process more efficient. Review collected by and hosted on G2.com.

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AB
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

The ability to customize the software to fit our specific business needs, as well as customize our customer's dashboard.

Communication Templates are easily customizable and customer response time has significantly increased. Review collected by and hosted on G2.com.

What do you dislike?

Recent upgrades and improvements have resolved past concerns and made the program much easier to use for Admins and customers. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Previously, sync times were taking too long. AnyTime Collect has since resolved and sync times are now seamless. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

No longer using spreadsheets and handwritten notes for collections! Anytime Collect has made it super easy with the automation of collection emails, the capability to maintain notes. Our customers love the self-service ability to retrieve their statement and invoices, as well as, pay with credit card through Anytime Collect. The ATC team is constantly looking to improve their software and values their customer's feedback. Review collected by and hosted on G2.com.

What do you dislike?

There is a bit of a learning curve especially during setup, however you do have access to a very knowledge team that is always willing to train and assist. There is also a great resource of online video tutorials and they have monthly training webinars as well. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Anytime Collect has helped us greatly improve our DSO. It's also such a time saver. For me, it's much faster and easier to send invoices/statements to our customer through ATC than through our ERP system. I also like that anyone with the proper access can easily see all of my notes on a customer's account, should any question arises. ATC allows me to focus my attention on other issues now that some tasks are now automated. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

I like how easy it is to make scheduled calls and keep track of were you are at in the collection process with each customer. You have everything for each customer in one convent location, invoices, payments, payment plans, emails, everything! Review collected by and hosted on G2.com.

What do you dislike?

Sometimes the system does have glitches, but what technology doesn't. It can also be slow at times so when I am on the phone at the time it can be challenging. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Our average days to collect has gone down significantly and that is due to how easy it is to keep track of calls and days past due with the system. Auto-Emails being generated by Anytime collect have not only helped customers with paying invoices but saved the company so much time. Review collected by and hosted on G2.com.

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Senior Credit and Collections Specialist
Consumer Goods
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

I like that everything is noted in one place. There is no longer a need to copy and past emails from Outlook into the ERP for everyone to see. I love that we can organize automated efforts and easily edit them as things change with our aging. Additonally. the team at ATC makes it easy to ask questions and quickly replies to all concerns. My day revolves 80% around utilizing this system; knowing the support is there and that our concerns/needs are taken seriously make this product a definite win. Review collected by and hosted on G2.com.

What do you dislike?

I only one have one dislike and that has to do with the inability to copy and paste an image into my emails. In order to send a screenshot of information, the user must paste it into a word/excel document and then attach. There are times I want that image to be right there to see without opening an attachment. All too often a customer will say they never received it, or they are skimming an email and don't take the time to review anything that isn't "in their face". Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Implementing Anytime Collect to handle our collections workflow was a very east process. The team at ATC is very supportive and makes themselves available to answer any questions regardless of where in the process you are. This software offers the ability to categorize receivables without the need to create additional reports within your current ERP. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We use ATC to organize all of our collections efforts. The software has assisted in our ability to contact any customer with a past due balance with their automated notices. Additionally, we have been able to segregate portfolios and then adjust as necessary to manage workflow. ATC makes this process easy and efficient while also saving time. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

I like that when I have something I need help with that Anytime Collect is there to help right on the spot. Review collected by and hosted on G2.com.

What do you dislike?

I would really like a printed manual. There is an on line help that you can print out. But I would like everything in a printout so I can make my notes. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

This software will help automate your Accounts Receivables. You will have more time to do other things. You will know each day who you need to contact and what action you need to take. Makes like easier. Great Customer Service. Always ready to help with anything you need. Great Company !! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I like the automation of emails. That really helps and free up our time. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

What I like the best, is the ability to automatize processes and supervise my agents work. As well, the dashboard offers a clear view of the Receivables to make the right strategic desicions Review collected by and hosted on G2.com.

What do you dislike?

I really like everything, since if I dislike something I talk to the developers and fix it in the next release. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you want to reduce your DSO and have an "extra Agent" working 24/7, Anytime Collect is your best choice. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We have over 3000 customers to be contacted in a certain period of time and ATC does the first contacts like I have 2 more agents working for me. Review collected by and hosted on G2.com.

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Response from Lindsey O'Brien of Lockstep Collect

Hi Mauro!

Thanks for the good review! You actually can have multiple tabs open, reach out to Grace and she will show you how!

Thanks,

Lindsey

Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

I love how much time this program saves me! It really streamlines our business. Review collected by and hosted on G2.com.

What do you dislike?

I would like to be notified by email if someone leaves a message thru ATC. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Anytime collect gets our invoices to customers with a payment link so that we can get paid! Review collected by and hosted on G2.com.

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UM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

We use this to send out Open invoice statements to dealers every 10 days as well as month end statements. We see an increase in payments after we sent the open invoice report out Review collected by and hosted on G2.com.

What do you dislike?

sometimes a little slow switching from one items to another Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

no problems at this time. Any time there is a problem, they are very quick to respond. The benefit is being able to send out the bulk notifications with current statements attached with little or no effort Review collected by and hosted on G2.com.

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Vice President of Finance
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Highly customizable software solution that should work with almost any business model. Also very responsive/knowledgeable customer service and onboarding support; top-in-class sales and support team. They even worked with us to create the Intacct integration as well. Unfortunately, we are only really using the automated email workflow as that was the most pressing need for us and as you can see below, the rest of the product wasn't up to speed with our needs. Review collected by and hosted on G2.com.

What do you dislike?

The hosted version of this product is fairly slow which makes the email workflow basically useless - workflow is about 4x slower than just using gmail so we haven't been able to use any of the email or event tracking or team management features. Their analytics are mostly useless too as they are not flexible and frankly too ugly to share with anyone except junior staff. Probably lower 5% of all UI/UX that exists in the market today (think 2003 salesforce). Also, they could really use a re-occurring payment feature for our customers' payment portal. However, what can't be figured out intuitively through design is easily handled by their very competent support team. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you want to go with an established player to help improve collections, Anytime Collect is the solution for you. If you are interested in working with startups who may be more innovative in terms of ease of use and features, there are a few other players out there worth looking into. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Sending reminder emails to customers is very tedious and manual without software like Anytime Collect. After about 100 invoices a month, you are certainly losing money by not investing in collections management software. We are using the automated emails that include links to invoices with payment portal. Through revamping our collections policies and practices, including using ATC, we cut our DSO in half, with our best DSO only a couple days beyond our average terms. Review collected by and hosted on G2.com.

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Response from Lindsey O'Brien of Lockstep Collect

As a follow up: The workflow issue that was mentioned here was simply a setting that needed to be changed. Once this issue was brought up to the Anytime Collect team, the setting change was made and email, event tracking and team management features were able to be used properly.

Credit Supervisor
Building Materials
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

I love that Anytime Collect was able to filter out the accounts that I need to focus on and I was able to set up reports and emails to run automatically. Was definitely a big time saver! Review collected by and hosted on G2.com.

What do you dislike?

It's not necessarily a dislike but it took some time getting to know the system and how it works. I've been using it for almost a year now and I know there are still SO many things that I don't realize it can do. I've just been focusing on the stuff that I have learned and am slowly branching out and exploring all the other possibilities. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

So much information at your fingertips and you can sort and rearrange it so you can see what you need. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I've been able to save tons of time with the automatic emailing. I also love that I'm able to leave notes on each account and that the system keeps all correspondence. It's easy to open up the program and know exactly where you need to start that day. Review collected by and hosted on G2.com.

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UR
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

I like that I can set up Credit Classes to send out mass email blasts Review collected by and hosted on G2.com.

What do you dislike?

I don't like the customer view, the amount of locations I have to use to set up a credit class, and the fact that the verbiage is confusing. There are a TON of options to select from when setting up a credit class which can be great but is not user friendly. I needed to have someone walk me through it multiple times. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Make it more user friendly. Its a lot of great features but much too difficult for someone to jump in and start using it. Maybe create some tutorials so we can help ourselves before having to schedule time with a support agent. the Support Team is GREAT, but I hate to waste their time. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I am making sure all of my customers are being touched via email at very specific times in their invoices history which is great. Most people dont realize they are missing invoices until it is very late and this helps remove that issue. They can see all their invoices in one spot and that is very convenient Review collected by and hosted on G2.com.

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Controller
Mechanical or Industrial Engineering
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The system allows for automated work queues, detailed notes at the account and invoice level. Automated email communication with statement and invoice attachments. Nice Dashboard with top-level analytics and major accounts presented. Great customer portal allowing for self-service of pulling missing invoices by customer and allow for online payments on account. Review collected by and hosted on G2.com.

What do you dislike?

SAAS model is slow at times and the outbound emails are not using our domain email extension. This causes concern with some customers that it is spam until they confirm with our Accounting department. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Consolidated receivables view of all 4 companies which share common customer base. Allow for single communication/focus on collection effort. Eliminate need for paper statements. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

I love the automatic notifications for new emails, past due notifications and proof of communication with a customer all in one area. Review collected by and hosted on G2.com.

What do you dislike?

The online credit card payment abilities have had more than one issue. I still have yet to have our ACH payment option setup so will have to have some patience in this area. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

You have to put work into the setup for this product to be most valuable. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I solved getting invoices to my customers in a timely manor as well as collection follow ups by using Anytime. This product allows you to automate both these process after initial setup. Review collected by and hosted on G2.com.

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US
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Being able to store contacts and notes all in one place. Simultaneously send emails, look up information and store notes. The system syncs with our accounting system daily to keep everything up to date. Review collected by and hosted on G2.com.

What do you dislike?

Frequently logged out while using, attachments often do not attach, some days we are not even able to log in to the system. ATC can also be very slow when trying to send emails or attach documents making efficiency lack. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Frequently logged out of application. Lags a lot as well. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Solutions - Being able to send emails and look up information as well as store notes all in one location. Benefits - all information is easy to access and in one place. ATC syncs with our accounting system daily and keeps up to date. Review collected by and hosted on G2.com.

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Response from Lindsey O'Brien of Lockstep Collect

We recently updated the system addressing this issue with attachments and lagging. If you are still having issues, please feel free to contact support so we can take a look at what is going on.

Customer Service
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The best feature of Anytime Collect is that you can keep track of everything in a simple way, setup and program alerts for specific customers. Review collected by and hosted on G2.com.

What do you dislike?

I didn't like the fact that it's web-based. I hope to see a downloadable version in the near future. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Use this software. Really. It's the best for gathering all the info and putting it in the right spot, with alerts, schedules, reminders, notes, emails, EVERYTHING you need. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We use it as an email blast sender, we review account statuses, and gather information in a centralized way. The real benefit you can see in time saving and info organization. Review collected by and hosted on G2.com.

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