Lockstep Collect Reviews & Product Details

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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

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.

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

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.