





Lockstep Collect alerts and reports






Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10About Lockstep Collect
Lockstep Collect (formerly Anytime Collect) is a cloud-based accounts receivable credit and collections software that helps users manage overdue payments and clients. It is suitable for business of any size in a variety of industries including utilities, transport, media, distribution, medical, manufacturing, IT consulting, construction and finance.
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, welcome emails, past-due notices and reminders.
Lockstep Collect provides integrations with any...
Lockstep Collect alerts and reports
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10Average User Ratings
Overall
Ease-of-use
4.0
Value for money
4.5
Customer support
4.5
Functionality
4.0
Likelihood to Recommend
Not likely
Very likely
February 2019
Faith from J & J Family of Farms
Company Size: 51-200 employees
Industry: Farming
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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.
Response from e2b teknologies
Replied February 2019
Thanks Faith for the awesome review!
July 2016
Penny from EBI, Inc.
Company Size: 51-200 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
2.0
Value for money
4.0
Customer support
3.0
Functionality
3.0
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.
February 2019
Claire from National Notary Services
Company Size: 201-500 employees
Industry: Retail
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Functionality
3.0
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.
Response from e2b teknologies
Replied February 2019
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.
July 2016
Benjamin from PolyPortables, LLC
Company Size: 51-200 employees
Industry: Consumer Goods
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
4.0
Functionality
4.0
July 2016
Awesome Tool! Great Investment! Worth The Money!
If one word could describe Anytime Collect it would be "Transparency." Since implementing Anytime Collect, we have more visibility across the board as to where we stand with our receivables. There are no more paper aging reports with highlighters. Anytime collect brings out the information you need to make key decisions on a day to day basis.
Pros
I enjoy the automation of emails to past due accounts, the task list that it provides, and the dashboard that gives an overall executive view of the receivables.
Cons
It is web or browser based and it can be slow at times. The company has been great and have put us on a pilot release of a new version. There have been some bugs as with all new software but the power is still there!.
February 2019
Mauro from Zen Distributors Group II, LLC dba Tagua Gunleather
Company Size: 51-200 employees
Industry: Wholesale
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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
Response from e2b teknologies
Replied February 2019
Thanks, Mauro! We appreciate the great review