Average Ratings 0 Ratings
Average Ratings 1 Rating
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
My DSO Manager is a credit management and cash collection software that is affordable for all businesses. It includes strong features like interactive e-mails, automatic reminders, scoring, reports, etc.
Modern and intuitive functions allow you to increase cash flow and profitability in your business.
Smart upload module makes it easy to implement. It can be used manually or automatically. My DSO Manager has been used by thousands of companies in over 80 countries.
My DSO Manager is dedicated for businesses who work with businesses. It can be used by SMEs as well as international companies. It can easily handle multi-entities, multicurrencies, and 9 languages
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
QuickBooks Online
Yes
Salesforce
Yes
AdvancedBOL for SAP Logistics
No
Arcus EDI for SAP
No
Boris FX Sapphire
No
Cegid Notilus
No
Dynamics 365 Customer Service
No
Dynamics 365 Field Service
No
Dynamics 365 Guides
No
GROW with SAP
No
Integrations
QuickBooks Online
Yes
Salesforce
Yes
AdvancedBOL for SAP Logistics
Yes
Arcus EDI for SAP
Yes
Boris FX Sapphire
Yes
Cegid Notilus
Yes
Dynamics 365 Customer Service
Yes
Dynamics 365 Field Service
Yes
Dynamics 365 Guides
Yes
GROW with SAP
Yes
Pricing Details
$49/month
Free Trial
Yes
Free Version
No
Pricing Details
Customized version with our support : our experts accompany you and advise you at all stages of setting up My DSO Manager, for configuring your platform and training users.
Active user accounts : unlimited
Open items max : according to your needs
Custom and Multi-Entities platform
Consolidated reports of several entities
Synchronization with credit insurers
Synchronization with B2B information providers
Possible authentication via SSO (Single Sign-On)
Connection to your EDM (Electronic Document Management)
Import with Smart Upload
Import with secure FTP / API
Import with connectors
Sales : unlimited
All features and upgrades of the software
Active user accounts : unlimited
Open items max : according to your needs
Custom and Multi-Entities platform
Consolidated reports of several entities
Synchronization with credit insurers
Synchronization with B2B information providers
Possible authentication via SSO (Single Sign-On)
Connection to your EDM (Electronic Document Management)
Import with Smart Upload
Import with secure FTP / API
Import with connectors
Sales : unlimited
All features and upgrades of the software
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
Yes
Live Rep (24/7)
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
CollectLean
Founded
2024
Country
United States
Website
collectlean.com
Vendor Details
Company Name
My DSO Manager
Founded
2015
Country
France
Website
www.mydsomanager.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
Accounts Receivable
ACH Payment Processing
No
Billing & Invoicing
No
Check Processing
No
Collections Management
Yes
Online Payment Processing
Yes
Overpayment Processing
No
Partial Payments
Yes
Receivables Ledger
Yes
Recurring Billing
Yes
Billing and Invoicing
Billing Portal
No
Contact Database
Yes
Contingency Billing
No
Customer Portal
Yes
Customizable Invoices
No
Dunning Management
Yes
Hourly Billing
No
Invoice History
Yes
Mobile Payments
No
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
Debt Collection
Agency Management
No
Auto Dialer
No
Automated Notices
Yes
Callback Scheduling
No
Client Management
Yes
Commission Management
No
Compliance Management
No
Contact Management
Yes
Credit Bureau Reporting
No
In-House Collections
Yes
Payment Plans
Yes
Transaction Management
Yes
Payment Processing
ACH Check Transactions
No
Bitcoin Compatible
No
Debit Card Support
No
Gift Card Management
No
Mobile Payments
No
Online Payments
Yes
POS Transactions
No
Receipt Printing
No
Recurring Billing
Yes
Signature Capture
No