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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

ChaseQueue is a software solution designed for service-oriented businesses to automate the process of following up on quotes and invoices. It systematically schedules and dispatches follow-up emails until a customer engages by responding, making a decision, or completing a payment, at which point it ceases the follow-up process. Users can oversee quote and invoice follow-ups, personalize their business branding and email templates, manage the timing of follow-ups, and have the option to pause or halt the chase whenever necessary. Additionally, it provides a comprehensive dashboard for tracking responses, outcomes, outstanding balances, and revenue that has been successfully recovered. The initial 10 follow-up attempts are offered free of charge, and no credit card is required to access this feature. This makes it an excellent choice for businesses looking to streamline their follow-up processes without immediate financial commitment.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

NetSuite No 
QuickBooks Online No 
Sage Intacct No 
Salesforce No 
Stripe No 
Xero No 

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Sage Intacct Yes 
Salesforce Yes 
Stripe Yes 
Xero Yes 

Pricing Details

$79/month
Free Trial Yes 
Free Version No 

Pricing Details

$49/month
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) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

ChaseQueue

Founded

2026

Country

Canada

Website

chasequeue.com

Vendor Details

Company Name

CollectLean

Founded

2024

Country

United States

Website

collectlean.com

Product Features

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 

Alternatives

No Alternatives

Alternatives

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