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Average Ratings 0 Ratings

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ease
features
design
support

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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

The Lean Way is transforming the way businesses identify, execute, evaluate, and disseminate ongoing enhancements. This innovative platform enables teams to better recognize opportunities for improvement, monitor the advancement of each initiative, and pinpoint any hindrances in their workflows. Beyond merely capturing more chances for progress, The Lean Way facilitates the actualization of these improvements, maximizing their effectiveness. It ensures that everyone in your organization stays informed about new developments and can actively engage in pertinent discussions. By fostering a culture of collaboration, team members are encouraged to learn from one another, utilizing The Lean Way to explore fresh ideas or share insights when inspiration strikes. Designed specifically to streamline your operations, it effectively eliminates bottlenecks and reduces waste (Muda) by promoting the application of lean methodologies, ultimately leading to a more efficient and productive work environment. As a result, organizations can achieve a higher level of performance and foster a culture of continuous improvement across all levels.

API Access

Has API

API Access

Has API

Screenshots View All

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Integrations

NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Stripe
Xero

Integrations

NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Stripe
Xero

Pricing Details

$49/month
Free Trial
Free Version

Pricing Details

$99 per month
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

The Lean Way

Country

United States

Website

theleanway.net

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

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

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