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Collect Reviews

& Product Details

What is Collect?

Collect is a user-friendly and secure portal solution designed to streamline the collection and management of client documents. It offers advanced customization options, including branding and white-labeling features.

By automating tasks such as reminders, assignments, and validation workflows, Collect enhances team productivity. The platform integrates seamlessly with existing tools and adheres to top-notch security standards, encrypting data both at rest and in transit.

Suitable for various industries, the software simplifies client onboarding, document retrieval for real estate agents and mortgage brokers, student and teacher enrollment for schools, HR document collection, immigration consulting, event management, and digital agency workflows. The no-code setup allows for quick account creation, enabling users to start collecting documents within minutes.

With features like personalized client portals, large file acceptance, secure document storage, intuitive intake forms, automatic reminders, and multi-channel communication, Collect offers a comprehensive solution for efficient and secure document collection.

Found in these Categories

Best For

Secure portal to collect and manage client documents.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name


  • Located In


  • Website


Starting from:

$39 /month

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

Collect offers three pricing plans: Starter at $39/mo, Pro at $79/mo, and Business at $199/mo. The plans include features like requests per month, user limits, storage capacity, conditional logics, integrations (Zapier, HubSpot CRM, Pipedrive), and white-label options. A 7-day free trial is available with no credit card required. Custom plans are available upon request.

  • Secure Data Storage
  • Cloud Access
  • Data Import/Export
  • Document Capture
  • Drag & Drop
  • File Management
  • File Sharing
  • Universal Format Support
  • File Locking

Additional Features

  • Access Control
  • Advanced Automation
  • Audit Trail Compliance
  • Automatic Reminders
  • Customizable Branding
  • Data Encryption
  • Intake Forms
  • Large File Acceptance
  • Multi-Channel Messaging
  • Mobile-Responsive Portals
  • No-Code
  • Secure Document Management
  • Seamless Integrations
  • White-Label Option


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  • HubSpot CRM

    CRM Software

  • Pipedrive

    CRM Software

  • Zapier

    Data Integration Software

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