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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Our platform streamlines the implementation, configuration, and management of Salesforce and Hubspot, allowing your team to concentrate on achieving growth. Previously, CRM development could extend over several weeks or even months, but with Swantide, you can now set up and launch new workflows and automation in just minutes. The traditional CRM implementation process was often manual and time-consuming; however, Swantide enhances the setup experience with its collection of pre-built workflows, automation tools, reports, and dashboards that you can activate as needed. You can now efficiently launch a CRM like Salesforce in mere minutes. As your company evolves, every adjustment you make must be mirrored in your technology stack. While integrating new users, refining sales strategies, and adding integrations are critical milestones, they can also pose significant challenges. Swantide's solutions are designed with sales operations best practices, facilitating smoother scaling and simplifying change management. Moreover, managing CRM data often feels overwhelming, akin to suffering from death by a thousand paper cuts, making effective tools essential for success. With Swantide, you can transform the way your team interacts with data, leading to a more efficient and responsive organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Salesforce Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
NetSuite Yes 
QuickBooks Online Yes 
Sage Intacct Yes 
Stripe Yes 
Xero Yes 

Integrations

Salesforce Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
NetSuite No 
QuickBooks Online No 
Sage Intacct No 
Stripe No 
Xero No 

Pricing Details

$49/month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 No 
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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CollectLean

Founded

2024

Country

United States

Website

collectlean.com

Vendor Details

Company Name

Swantide

Country

United States

Website

www.swantide.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

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