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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

CollectLean is an innovative accounts receivable automation solution tailored specifically for small and medium-sized businesses and agencies. Finance departments typically spend between 10 to 15 hours each week on the tedious task of following up on overdue payments. CollectLean addresses this issue by fully automating the follow-up process, allowing teams to focus on more strategic initiatives. Highlighted Features: - Multi-channel Workflows: Set up intelligent sequences that dispatch reminders via email, SMS, and phone calls based on how long invoices are overdue. - Deep Integrations: Seamlessly connect with financial platforms such as QuickBooks Online, Xero, NetSuite, Sage Intacct, Salesforce, and Stripe. - Promise-to-Pay Tracking: Record customer payment commitments ("I'll pay by Friday") and receive automated notifications if they fail to uphold them. - Dispute Management: Streamline communication regarding disputed invoices to expedite the resolution of payment issues. With a setup time of less than one week and the potential for immediate return on investment, it’s time to stop playing the "bad cop" and let automation take care of your collection efforts. Embrace the efficiency that CollectLean brings to your financial operations.

Description

Duet360 OneOffice, created by Endowance Solutions, is an integration platform designed to effortlessly link Salesforce with a variety of ERP systems such as Infor, Epicor, Sage, Microsoft Dynamics, NetSuite, SAP, and IFS. This innovative solution empowers organizations to harmonize data across several ERPs within a single Salesforce instance, accommodating intricate needs like multi-company accounting and tailored management of Ship-To accounts. By streamlining both front and back-office operations, Duet360 OneOffice allows for swift implementation—typically within a four-week timeframe—enabling businesses to make strategic, data-driven choices while proactively meeting customer needs. As a managed cloud service, it simplifies integration challenges, boosts performance and stability, and reduces the necessity for extensive IT involvement, thereby ensuring that businesses can focus on their core operations without the distraction of technical hurdles. This comprehensive approach not only enhances operational efficiency but also positions companies to adapt quickly to changing market conditions.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

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Integrations

NetSuite
Sage Intacct
Salesforce
Epicor Prophet 21
Microsoft Dynamics 365
QuickBooks Online
SAP ERP
Stripe
Xero

Integrations

NetSuite
Sage Intacct
Salesforce
Epicor Prophet 21
Microsoft Dynamics 365
QuickBooks Online
SAP ERP
Stripe
Xero

Pricing Details

$49/month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CollectLean

Founded

2024

Country

United States

Website

collectlean.com

Vendor Details

Company Name

Endowance Solutions

Founded

2007

Country

United States

Website

www.endowance.com/duet360oneoffice

Product Features

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

Product Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Alternatives

Alternatives

Duet Reviews

Duet

23rd & Walnut