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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

Explore PlanetPress Connect, a comprehensive software solution designed to streamline and personalize your outgoing transactional communications. The DataMapper feature consolidates data from all your systems into a single, accessible location. You can save queries to eliminate repetitive efforts, enhancing efficiency. With the Multi-context Designer, datasets collected for a specific mailing can also be repurposed for various platforms, such as emails or websites. The Workflow automation tool has been a staple for years, demonstrating its effectiveness in crafting and executing automated business processes. Our solutions empower companies to transform their digital communications, enabling them to create, manage, distribute, and automate transactional documents while effectively addressing system integration challenges. By automating tasks and processes, we help organizations enhance operational efficiency and focus on their core objectives.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

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Screenshots View All

Integrations

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

Integrations

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

Pricing Details

$49/month
Free Trial Yes 
Free Version No 

Pricing Details

$500 per 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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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) 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 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

Objectif Lune

Founded

1995

Country

Canada

Website

planetpress.objectiflune.com/en/

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 Yes 
Check Processing No 
Collections Management Yes 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger No 
Recurring Billing Yes 

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