Pros from reviewers

• Simplification of customer outreach: Lockstep greatly simplifies the process of reaching out to customers on Trouble Settlements, eliminating the need for a sales assistant or salesperson to make these contacts

• User-friendly interface: The software is very user-friendly and requires minimal training to start using, making the job easier by eliminating manual emails and encouraging prompt payment from customers

• Comprehensive communication history: The communication history feature is very useful, allowing for the preservation of work history and oversight of all client communication

• Automated emails and reminders: The software allows for the automation of emails and reminders, which can greatly decrease overdue balances and streamline collection efforts

• Improved organization and tracking: Lockstep is excellent for organizing, tracking, analyzing, and collecting, providing all the necessary tools for effective account receivable management.

Cons from reviewers

• Limited documentation: Despite the software's many features, users have reported that the documentation is insufficient, making it difficult to fully understand and utilize all of its capabilities

• Learning curve: Some users have found that there is a significant learning curve when first starting to use the software, particularly with the older version, which was not as user-friendly

• Slow performance: As a web or browser-based software, some users have reported that it can sometimes be slow, which can hinder productivity

• Complex setup: Setting up the automated features can be somewhat confusing, as it involves multiple steps, which can be a barrier for less tech-savvy users

• High cost and complexity: Despite its many benefits, some users have found the software to be too expensive and overly complex, with too many options and settings to adjust.