Collect Reviews

Use Collect is super intuitive to use and our customers find it super easy and fast to use. We love the fact that we can review the content that they sent and make sure they get reminders when they are late.

It is not yet integrated with our CRM Zoho, which makes it necessary for us to either use Zapier or a custom integration.

We had a very hard time retrieving all our customer information during their onboarding. Usecollect enabled us to centralize this process.

Collect is super easy to use and a powerful tool to help us better organize our documents, processes, and team during high volume closings

Having to do a new import for an update in contact

Better accountability, more accurate reporting on every step of our process, and overall higher productivity

ease of use of the platform is brilliant. has taken away a lot of manual work. Probably one employees worth

honestly, so far I have ZERO complaints about this product.

if you want to save time, just do it. It's a no brainer for any small/medium size business.

Onboarding customers and gather documents and details, were the main pain points that this software has solved

Collect is much more customisable then any of the other plugins, and yet its super simple to use. You can implement your own branding, domain, several languages etc. 100% recommended!

The business plan is a little expensive.

Do the trial and see. It will likely exceed your expectations.

Much easier to collect data from clients. Collect takes care of not just the form itself but the handling of notifications, nudges, emails and so on.

The UX is crazy good. Easy to setup workflows and great experience for receivers.

On the end side, people can scan on mobile and upload, and then switch to desktop for other docs. Forms are great and adapt to many Q&A situations. Progressive filling provides a good experience.

On the admin side, I just go every week on the portal and validate (10min for 20-30 docs thanks to quick eye feature)

After a month of usage, no encountered any issue/frustration. The learning curve at start takes about 30 minutes, very intuitive. At this time, no SMS feature for follow-ups but i've heard it is planned (not mandatory for me), email delivery is good (no spam issue)

Don't waste time benchmarking (I've spent 3 days testing, trying... a headache). Invest an hour in setting your campaign, docs, create forms... Try on yourself as a recipient. Create at least 2 follow-ups (people are like this:). Deactivate real-time notifications (each time someone uploads a doc) and log every week on the portal to validate docs and forms (it takes 1 minute per client). Along the way, you will discover beautiful features you didn't know you need them that much !

We are an education NGO collecting lots of info/docs (legal and others) from dozens of members and teachers. From ID card copies to knowing food issues, make then sign docs, etc. In the past we've done it by hand (nightmare), and then tried different automatic systems (not adapted/frustrating). Collect is designed for this and does the extra mile to achieve the job.

We can now collect 150 documents + hundreds of answers from 30-50 people in less than a month, for a total energy spending of 2h (to review and validate).

User friendly interface (both for the client and the company)

Integration with HS/Zapier..

Team reactivity if facing issues

Possible discussion to implement new features

The framework can be a bit rigid sometimes

A few bugs but all quickly sorted

A useful way to collect & verify documents from our clients

Collect is fully customizable; you can create forms and get all the documents you need from your customers or partners quickly. It's easier for you and more accessible for the users.

It would be great to have pre-written answers the users would just have to complete.

Collect avoids dozens of email exchanges.

Keep all documents apll in one place rather it's real state business school etc

It collects alot of private data that if a hacker was able to hack in alot of important information could be took

How it's keeping all my data protected and all in one place.

The five step online help was useful. Free Trail without requiring a credit card is appreciated. I was up and running in few minutes to create a compaign and start the process.

Some representative examples and tutorials showing full feature/functionality would be useful. I was not able to upload a document in "Preview" mode but that maybe as expected.

A documentation design portal that is easy to use and share.

I could easily create campaigns and share Text documents and presentations with others. The portal was easy to setup and then begin collaboration with the team.

It would be nice to include Web Chat functionality into the product as an enhancement.

Online Portal to easily share documents and presentations.