Audience
Finance Teams, SMBs and agencies
About CollectLean
CollectLean is the accounts receivable automation platform built specifically for SMBs and agencies. Finance teams waste 10–15 hours every week manually chasing late payments. CollectLean solves this by automating the entire follow-up process.
Key Features:
- Multi-channel Workflows: Create smart sequences that send emails, SMS, and even phone call reminders based on invoice age.
- Deep Integrations: sync with QuickBooks Online, Xero, NetSuite, Sage Intacct, Salesforce, and Stripe.
- Promise-to-Pay Tracking: Log customer promises ("I'll pay Friday") and get automated alerts if they break them.
- Dispute Management: Centralize communication for disputed invoices to resolve payment blocks faster.
Designed for fast setup (<1 week) and immediate ROI. Stop being the "bad cop" and let automation handle your collections.
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Collections Analytics: Actionable data to optimize your strategies. Identify trends, pinpoint bottlenecks, and make data-driven decisions to boost your collections efficiency.
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Why automate your AR collection processes? Outlook and Excel aren’t designed to improve AR collections productivity. Outlook and Excel means manual communications and data entry. That means you don’t have the necessary automation, customer self-service, or visibility to improve your AR operations.
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Pricing
Starting Price:
$49/month
Free Trial:
Free Trial available.
Integrations
Company Information
CollectLean
Founded: 2024
United States
collectlean.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
In Person
Support
24/7 Live Support
Online
CollectLean Frequently Asked Questions
Q: What kinds of users and organization types does CollectLean work with?
CollectLean works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does CollectLean support in their product?
CollectLean supports these languages: English.
Q: What kind of support options does CollectLean offer?
CollectLean offers support via 24/7 live support and online.
Q: What other applications or services does CollectLean integrate with?
CollectLean integrates with: NetSuite, QuickBooks Online, Sage Intacct, Salesforce, Stripe, and Xero.
Q: What type of training does CollectLean provide?
CollectLean provides training in the form of documentation and in person.
Q: Does CollectLean offer a free trial?
Yes, CollectLean offers a free trial.
Q: How much does CollectLean cost?
Pricing for CollectLean starts at $49/month.
