Sage Network

RATING:

4.2

(21)

About Sage Network

Lockstep Collect, recognized as a major player in the IDC MarketScape: AR Automation Software Report, helps you get paid faster. Lockstep Collect customers see an average 50x ROI by investing in collections automation improving cash flow by 31% or more. We do this by providing email automation allowing collectors to prioritize and focus, forecasting cash flow, instantly and accurately without spreadsheets and providing a better payment experience for customers. Lockstep Collect’s key features include customer communications, invoice presentment, cash forecasting, reports, automated emails, document management and online bill payment. It allows users to send automatic emails to customers based on predetermined rules. Automatic emails can include collection emails, welc...
Lockstep Collect - Cash Flow Forecast
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Sage Network Reviews

Overall Rating

4.2

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4.5

Value for money

4.5

Functionality

4

Most Helpful Reviews for Sage Network

1 - 5 of 21 Reviews

User Profile

Faith

Verified reviewer

Farming, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2019

Program pays for itself in improved cash flow

This has made it much easier to reach out to customers on Trouble Settlements. I no longer have to rely on a Sales assistant or Salesperson to make those contacts, the program does it for us. I'm confident that, as our customers get used to more frequent contact, we will see orders being settled more quickly.

PROS

This software is very easy to use. I was able to be up and collecting with minimal training. It's certainly made my job easier - no more manual emails and our customers are paying more promptly!

CONS

I'm still learning all the tricks to using the software effectively so the only thing that causes a little extra work is reloading updated invoices. Since we only have 2-3 a day it's not a big deal.

Vendor Response

Thanks Faith for the awesome review!

Replied February 2019

Penny

51-200 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

2

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed July 2016

A necessary product for Collectons

We've been using ATC for a few years now, and I can't imagine doing without it. As the Controller, I don't actually do any of the collections work, but having everything in ATC allows me to keep tabs on what's going on. I love the communications history - when we had to replace our collections person it was great to be able to retain all the history of her work. The most powerful part of ATC, is definitely the automated emails, which we've just begun using. I'm expecting this to make a huge difference in our past due balances over the next few months.

PROS

*The automatic sync with our accounting software *The ease of sending emails to clients via ATC *Being able to see the history of all communications with a client *Automated emails & statements *The ability to record customer promises and to set reminders to follow up

CONS

Not much is intuitive - at least on the "old" version. Figuring out how to do what needed to be done hasn't always been easy. I haven't been using the newer version yet but my collections person tells me it's easier to move around in it. Documentation is definitely lacking - I don't consider searching through old help tickets or articles an acceptable substitute for real in-application help.

Claire

Retail, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

FUNCTIONALITY

3

Reviewed February 2019

Anytime Collect Review

They are all so very helpful, kind and patient. When I do have a question and I call rep., he always listens and takes his time in answering.

PROS

It helps me organize, track, analyze and collect. Pretty much everything I need to do.

CONS

I wish there were written instructions for each application so when I have a question or have forgotten how to do something I could just search the question and an answer would pop. A simple answer like, click here, then here, then here and you're done. But there isn't - which leads to a lot of frustration.

Vendor Response

Hi Claire, Thanks for the review! Anytime Collect does have a Knowledge Base with written instructions and step-by-step videos, which can be searched on. We also have on-page help within the product. If you click the question mark at the top of a page, a video will appear in another browser with step-by-step instructions on how to use the features on the page. Hope this helps, and feel free to reach out to use if you need additional help.

Replied February 2019

Mauro

Wholesale, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2019

Machine Gun Collections

We have over 3000 customers and with ATC is like I have 2 more Agents working with me to cover all the accounts. I'm very happy with the performance and support from ATC.

PROS

Ability to create groups for type of communications. Ability to integrate to Merchant Accounts and Credit Score Agencies. Ability to create agendas and follow ups direct them to my Agents. Customer support is there any minute to help.

CONS

Honestly, any con is resolved by the support team so no cons

Vendor Response

Thanks, Mauro! We appreciate the great review

Replied February 2019

Anonymous

51-200 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2019

Effective Collections Tool

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 that ability for multiple users to see notes made on previous issues and the resulting efforts that have been made.

PROS

Having the ability to manage and customize collection efforts in a clear and organized way has significantly improved our DSO. Providing customers a way that the 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.

CONS

For our customers whom decide to take advantage of the pay now feature there can be a learning curve depending on if they typically pay in advance or if there are trying to take advantage of a credit on there account.