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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
VODOO CRM is a cloud-based platform tailored for customer relationship management and marketing, specifically designed for small enterprises, freelancers, coaches, online retailers, and agencies. It integrates various functionalities such as contact management, sales pipelines, email and SMS marketing campaigns, visual automation workflows, lead funnels, landing page creation, appointment scheduling, payment processing via Stripe, soliciting reviews, and facilitating online courses. Users can initiate workflows based on events like form submissions, bookings, payments, tag modifications, or replies, allowing them to execute messages, introduce delays, assign tasks, and implement conditional actions without the need for coding. Furthermore, agencies have the capability to create client accounts under a personalized brand, manage subaccounts, and oversee centralized billing. Each subscription plan includes specific email allowances, while SMS messaging utilizes the client's Twilio account for delivery. The service is available through a subscription model, offering both monthly and annual payment options, accommodating individual users as well as agencies, thus making it a versatile choice for various business needs. Additionally, the platform’s user-friendly interface ensures that even those with minimal technical skills can effectively manage their customer relationships and marketing activities.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Stripe
Yes
NetSuite
Yes
QuickBooks Online
Yes
Sage Intacct
Yes
Salesforce
Yes
Twilio
No
Xero
Yes
Integrations
Stripe
Yes
NetSuite
No
QuickBooks Online
No
Sage Intacct
No
Salesforce
No
Twilio
Yes
Xero
No
Pricing Details
$49/month
Free Trial
Yes
Free Version
No
Pricing Details
$29/month
Plans cost $29-$249 per month, or $23-$199 per month with annual billing. Included users and monthly email allowances vary by plan. SMS is sent through the customer's own Twilio account, with no VODOO markup.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CollectLean
Founded
2024
Country
United States
Website
collectlean.com
Vendor Details
Company Name
ALTIORAT
Founded
2026
Country
United States
Website
www.vodoocrm.com
Product Features
Accounts Receivable
ACH Payment Processing
No
Billing & Invoicing
No
Check Processing
No
Collections Management
No
Online Payment Processing
No
Overpayment Processing
No
Partial Payments
No
Receivables Ledger
No
Recurring Billing
No
Debt Collection
Agency Management
No
Auto Dialer
No
Automated Notices
No
Callback Scheduling
No
Client Management
No
Commission Management
No
Compliance Management
No
Contact Management
No
Credit Bureau Reporting
No
In-House Collections
No
Payment Plans
No
Transaction Management
No
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Alternatives
Alternatives
No Alternatives
