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About

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.

About

DueTrail is a calm, review-first way for small B2B service teams to collect overdue invoices without straining client relationships. Import overdue invoices from any accounting tool's CSV export. Every case starts paused in Review Mode — no email reaches a customer until your team approves it. You get a prioritized case queue showing what needs action today, a full timeline of who was contacted and what they promised, reviewable payment reminders, and a customer payment portal with promise-to-pay tracking. DueTrail is not a debt-collection agency — it never contacts customers as a third party. GDPR-aware; payments via Paddle as merchant of record. Free to review your cases; €149/month to go live.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Finance Teams, SMBs and agencies

Audience

Small B2B service companies — agencies, consultancies, IT services, recruiters

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

No images available

Pricing

$49/month
Free Version
Free Trial

Pricing

€149
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CollectLean
Founded: 2024
United States
collectlean.com

Company Information

DueTrail
Founded: 2026
Slovakia
duetrail.com

Alternatives

Alternatives

Collections Management

Collections Management

Professional Advantage
ti3.co

ti3.co

Captira Analytical

Categories

Categories

Integrations

NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Stripe
Xero

Integrations

NetSuite
QuickBooks Online
Sage Intacct
Salesforce
Stripe
Xero
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