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36 Lockstep Reviews
Overall Review Sentiment for Lockstep
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The automatic email reach outs to clients let's our collections team to focus on responses and research instead of manually sending out email reminders. The scheduling of human touch reach outs helps our collections team know where they should focus. Review collected by and hosted on G2.com.
Performance is sometimes slow, but I know they're working on that. Since the merger there have been a few hiccups in buggy releases, but they're also working on that and the last one was more stable. Review collected by and hosted on G2.com.
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This is a program that offers the best of collection technology. The automation of the collection processes has improved our ability to efficiently and effectively collect our AR. The elimination of manual emails, the ability to imput and track collection contacts has reduced our DSO and allowed us to easily meet our collection goals. Review collected by and hosted on G2.com.
I would like to see a real time environment. Currently the program only updates data once a day. Review collected by and hosted on G2.com.
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Anytime Collect offers so much to the collection industry. It can automate emails and responses and include individual links to customers' accounts so they can even manager their own open receivables. It is easy to assign accounts to collectors and to design collection plans and tasks so that each account received the right level of attention. Review collected by and hosted on G2.com.
The only downside to ATC is that it does require some ramp-up time for employees and this kind of additional training can really strain already overworked departments. The upshot of all this is that with the increased automation with ATC, the future will always be better than the past collection procedures. Review collected by and hosted on G2.com.
Easy to navigate, the ease of communication to customers, and the ability to send mass communication and collection notices rapidly. Review collected by and hosted on G2.com.
There is no mobile app currently, it would be great to have some visibility through the mobile device. Review collected by and hosted on G2.com.
ATC has consolidated our communications and A/R management into one system. This has greatly increased our efficiency. Also, the communication templates and automation have reduced the amount of manual work that needed to be done. The implementation and support staff have been excellent. Review collected by and hosted on G2.com.
Since it is a web based program we sometimes see slow downs of the website. Review collected by and hosted on G2.com.
The ability to customize the software to fit our specific business needs, as well as customize our customer's dashboard.
Communication Templates are easily customizable and customer response time has significantly increased. Review collected by and hosted on G2.com.
Recent upgrades and improvements have resolved past concerns and made the program much easier to use for Admins and customers. Review collected by and hosted on G2.com.
No longer using spreadsheets and handwritten notes for collections! Anytime Collect has made it super easy with the automation of collection emails, the capability to maintain notes. Our customers love the self-service ability to retrieve their statement and invoices, as well as, pay with credit card through Anytime Collect. The ATC team is constantly looking to improve their software and values their customer's feedback. Review collected by and hosted on G2.com.
There is a bit of a learning curve especially during setup, however you do have access to a very knowledge team that is always willing to train and assist. There is also a great resource of online video tutorials and they have monthly training webinars as well. Review collected by and hosted on G2.com.
I like how easy it is to make scheduled calls and keep track of were you are at in the collection process with each customer. You have everything for each customer in one convent location, invoices, payments, payment plans, emails, everything! Review collected by and hosted on G2.com.
Sometimes the system does have glitches, but what technology doesn't. It can also be slow at times so when I am on the phone at the time it can be challenging. Review collected by and hosted on G2.com.
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I like that everything is noted in one place. There is no longer a need to copy and past emails from Outlook into the ERP for everyone to see. I love that we can organize automated efforts and easily edit them as things change with our aging. Additonally. the team at ATC makes it easy to ask questions and quickly replies to all concerns. My day revolves 80% around utilizing this system; knowing the support is there and that our concerns/needs are taken seriously make this product a definite win. Review collected by and hosted on G2.com.
I only one have one dislike and that has to do with the inability to copy and paste an image into my emails. In order to send a screenshot of information, the user must paste it into a word/excel document and then attach. There are times I want that image to be right there to see without opening an attachment. All too often a customer will say they never received it, or they are skimming an email and don't take the time to review anything that isn't "in their face". Review collected by and hosted on G2.com.
I like that when I have something I need help with that Anytime Collect is there to help right on the spot. Review collected by and hosted on G2.com.
I would really like a printed manual. There is an on line help that you can print out. But I would like everything in a printout so I can make my notes. Review collected by and hosted on G2.com.