Lockstep Reviews & Product Details - Page 3

What I like the best, is the ability to automatize processes and supervise my agents work. As well, the dashboard offers a clear view of the Receivables to make the right strategic desicions Review collected by and hosted on G2.com.

I really like everything, since if I dislike something I talk to the developers and fix it in the next release. Review collected by and hosted on G2.com.

I love how much time this program saves me! It really streamlines our business. Review collected by and hosted on G2.com.

I would like to be notified by email if someone leaves a message thru ATC. Review collected by and hosted on G2.com.

We use this to send out Open invoice statements to dealers every 10 days as well as month end statements. We see an increase in payments after we sent the open invoice report out Review collected by and hosted on G2.com.

sometimes a little slow switching from one items to another Review collected by and hosted on G2.com.

Highly customizable software solution that should work with almost any business model. Also very responsive/knowledgeable customer service and onboarding support; top-in-class sales and support team. They even worked with us to create the Intacct integration as well. Unfortunately, we are only really using the automated email workflow as that was the most pressing need for us and as you can see below, the rest of the product wasn't up to speed with our needs. Review collected by and hosted on G2.com.

The hosted version of this product is fairly slow which makes the email workflow basically useless - workflow is about 4x slower than just using gmail so we haven't been able to use any of the email or event tracking or team management features. Their analytics are mostly useless too as they are not flexible and frankly too ugly to share with anyone except junior staff. Probably lower 5% of all UI/UX that exists in the market today (think 2003 salesforce). Also, they could really use a re-occurring payment feature for our customers' payment portal. However, what can't be figured out intuitively through design is easily handled by their very competent support team. Review collected by and hosted on G2.com.

I love that Anytime Collect was able to filter out the accounts that I need to focus on and I was able to set up reports and emails to run automatically. Was definitely a big time saver! Review collected by and hosted on G2.com.

It's not necessarily a dislike but it took some time getting to know the system and how it works. I've been using it for almost a year now and I know there are still SO many things that I don't realize it can do. I've just been focusing on the stuff that I have learned and am slowly branching out and exploring all the other possibilities. Review collected by and hosted on G2.com.

I like that I can set up Credit Classes to send out mass email blasts Review collected by and hosted on G2.com.

I don't like the customer view, the amount of locations I have to use to set up a credit class, and the fact that the verbiage is confusing. There are a TON of options to select from when setting up a credit class which can be great but is not user friendly. I needed to have someone walk me through it multiple times. Review collected by and hosted on G2.com.

The system allows for automated work queues, detailed notes at the account and invoice level. Automated email communication with statement and invoice attachments. Nice Dashboard with top-level analytics and major accounts presented. Great customer portal allowing for self-service of pulling missing invoices by customer and allow for online payments on account. Review collected by and hosted on G2.com.

SAAS model is slow at times and the outbound emails are not using our domain email extension. This causes concern with some customers that it is spam until they confirm with our Accounting department. Review collected by and hosted on G2.com.

I love the automatic notifications for new emails, past due notifications and proof of communication with a customer all in one area. Review collected by and hosted on G2.com.

The online credit card payment abilities have had more than one issue. I still have yet to have our ACH payment option setup so will have to have some patience in this area. Review collected by and hosted on G2.com.

Being able to store contacts and notes all in one place. Simultaneously send emails, look up information and store notes. The system syncs with our accounting system daily to keep everything up to date. Review collected by and hosted on G2.com.

Frequently logged out while using, attachments often do not attach, some days we are not even able to log in to the system. ATC can also be very slow when trying to send emails or attach documents making efficiency lack. Review collected by and hosted on G2.com.

The best feature of Anytime Collect is that you can keep track of everything in a simple way, setup and program alerts for specific customers. Review collected by and hosted on G2.com.

I didn't like the fact that it's web-based. I hope to see a downloadable version in the near future. Review collected by and hosted on G2.com.