
CollectLean
Deployment
Overview
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: 2-way 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.
At a glance
Software information
Industries served, licensing and the support CollectLean provides.
Industries
- Accounting
- Alternative-dispute-resolution
- Business-supplies-equipment
- Civil-engineering
- Computer-software
- Design
Licensing
- Proprietary
- Monthly Payment
- Annual Subscription
- Free trial
Support
- Support daysMondayTuesdayWednesdayThursdayFridaySupport time10:00 to 19:00 (GMT)
Training
- In-person
Capabilities
CollectLean features
The full feature set, grouped by module.
Plans
CollectLean pricing
Works with
Integrations
CollectLean connects with the tools your team already uses.
Media
Screenshots & video
