--- title: Collect Reviews meta_title: 'Collect Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 18 reviews by the users' company size, role or industry to find out how Collect works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 18 scale: '5' date_modified: '2026-07-13' parent_category: name: Content Management url: https://www.g2.com/categories/content-management --- # Collect Reviews **Vendor:** CleverBiz **Category:** [Client Portal Software](https://www.g2.com/categories/client-portal) **Average Rating:** 4.6/5.0 **Total Reviews:** 18 ## About Collect Collect is an easy to use secure portal solution to collect and manage client documents. From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases. Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,... It also integrates perfectly with their existing tools. // Be more productive Every feature in Collect is built to help you become more productive. // Offer a good impression Collect helps you move your brand forward. Your client portal and communications are displaying your logo and your colors. You can even get a full white label client portal. // Keep your workflow secure Collect takes security very seriously and meets world-class security standards. Collect has data centers in the US and EU. Customer data is encrypted both at rest and when in transit. // Integrate with the tools you use Collect integrates perfectly in your existing workflow and with your existing tools thanks to its native integrations, its api and its zapier integration. Collect is easy to set up. Create a free trial account and collect your first client documents in minutes. No coding or advanced technical skills needed. 👉 Learn more at www.usecollect.com ## Collect Pros & Cons **What users like:** - Users love the **automation features** of Collect, simplifying workflows and enhancing efficiency for franchisees. (1 reviews) - Users appreciate the **adaptable client portal** , which streamlines forms and enhances team collaboration through internal notes and dashboards. (1 reviews) - Users value the **customizability** of Collect, enabling tailored experiences that enhance franchisee efficiency and ease of use. (1 reviews) - Users value the **dashboard customization** that enhances client interaction and improves team collaboration through streamlined processes. (1 reviews) - Users appreciate the **real-time insights** provided by the visual progress dashboard, enhancing clarity and efficiency in campaigns. (1 reviews) - Easy Access (1 reviews) - Insights (1 reviews) - Integrations (1 reviews) - Note Management (1 reviews) - Workflow Efficiency (1 reviews) **What users dislike:** - Users find the **complexity of customization options** overwhelming initially, making it challenging to navigate advanced features effectively. (2 reviews) - Users find the **learning curve steep** due to overwhelming customization options and advanced settings, requiring time to adapt. (2 reviews) - Users find the **initial overwhelm** due to abundant options challenging, but flexibility improves after familiarization. (1 reviews) ## Collect Reviews ### 1. Easy to Search, Manage, and Organize Request Data **Rating:** 5.0/5.0 stars **Reviewed by:** kaiyu w. | R & D batch adjuster, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Collect?** all the request data in the collect, easy to search, manage and organize . **What do you dislike about Collect?** so far so good, comfortable to use it now **What problems is Collect solving and how is that benefiting you?** all the necessary data in one place and easy to find and organize the required information. ### 2. Credentials collected in half the time **Rating:** 5.0/5.0 stars **Reviewed by:** Nicolas M. | CEO & Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2025 **What do you like best about Collect?** I particularly appreciate the conditional logic in Collect that shows clients only the fields relevant to their setup, which drastically cuts down back-and-forth clarifications. Setting up our branded portal with a custom domain and logo takes minutes and gives clients a professional, trust-building experience every time. **What do you dislike about Collect?** I sometimes find the settings hierarchy a bit overwhelming, particularly when I’m tracking down advanced conditional logic or reminder rules in the dashboard. A visual workflow builder would make it easier to map out and adjust request flows at a glance, although the existing UI and API let you build highly customized campaigns. Once you settle into where everything lives, Collect’s power more than makes up for the initial learning curve. **What problems is Collect solving and how is that benefiting you?** We’re using Collect to streamline gathering API credentials and access details from new clients. Before Collect we were stuck in messy email threads and spreadsheets trying to track who had submitted what. Now we send a structured, branded request that guides clients through each step and shows us real-time status updates. This has cut our credential collection time in half and eliminated follow-up headaches. As a result, our team spends less time chasing details and clients enjoy a clear, secure process. ### 3. Onboarding finally under control **Rating:** 5.0/5.0 stars **Reviewed by:** Tom B. | Co-Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2025 **What do you like best about Collect?** I love how Collect’s conditional logic in request forms means clients only see questions that matter to them, which cuts down on confusion and follow-up questions. The internal notes feature lets my team share context and next steps directly on each request without cluttering our inbox. Being able to preview documents right in the portal also makes approvals lightning fast and keeps everything organized in one place. **What do you dislike about Collect?** Sometimes I find the depth of customization a bit overwhelming at first, and hunting down specific settings takes a few extra clicks. I’d love a visual workflow builder to map out automation rules (the API and Zapier options work as a workaround). That said, once you get used to where everything lives, the flexibility feels like a huge win. **What problems is Collect solving and how is that benefiting you?** We’re using Collect to streamline client onboarding. Before Collect we spent hours each week chasing missing documents via email and tracking forms in spreadsheets. Today we use Collect’s branded request campaigns to gather everything in one secure portal with automated reminders. The result is a 40% reduction in onboarding time and far fewer back-and-forth emails. Clients appreciate the clear process and quick turnaround, and our team has more time to focus on delivering results. ### 4. Smooth onboarding without the headache **Rating:** 5.0/5.0 stars **Reviewed by:** Moritz D. | Founder, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2025 **What do you like best about Collect?** I love how their client portal adapts to my customers thanks to the conditional logic. It makes the forms so much cleaner and faster to complete. The internal notes on each request keep all my team’s feedback in one place, so we no longer lose track of follow-ups. Plus, the visual progress dashboard gives me real-time insight into every campaign without having to send extra status emails. **What do you dislike about Collect?** The abundance of customization options and advanced settings are a bit overwhelming at first, and it took me a few attempts to locate certain advanced options. A visual workflow builder would help map out request logic instead of relying only on text based rules. That said, once I learned where everything lives and used the API for more complex needs, the platform’s flexibility really shines. **What problems is Collect solving and how is that benefiting you?** We’re using Collect to streamline customer onboarding for our SaaS. Before using Collect, we had scattered email threads and to-do lists for manual follow-ups, which led to delays and missing documents. Now I set up branded request campaigns with clear steps and automated reminders so customers can securely upload everything in one place. This has cut our back-and-forth significantly and accelerated our time-to-launch by a full week. Clients appreciate the transparent process and consistent status updates. ### 5. Finally, a seamless client onboarding experience **Rating:** 4.5/5.0 stars **Reviewed by:** Edouard P. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2025 **What do you like best about Collect?** I love how Collect’s dynamic conditional logic tailors each portal to the client, showing only what’s relevant and cutting down on incomplete submissions. The drag-and-drop builder makes it fast to tweak forms and workflows on the fly, so I’m not wasting time digging through menus. And the built-in progress dashboard gives me clear visibility into every client’s status in real time, making daily monitoring a breeze. **What do you dislike about Collect?** I found that the breadth of customization options can feel overwhelming at first, and I often have to hunt through submenus to locate specific validation rules. I also miss having a visual workflow builder to lay out multi-step processes more intuitively, although the API provides a solid workaround. Once you get the hang of it, these areas become far more manageable and really showcase how powerful the platform is. **What problems is Collect solving and how is that benefiting you?** We’re using Collect to streamline data collection and to design personalized client workspaces. Before adopting it, our HR team spent hours chasing incomplete forms and juggling attachments over email. Today we send branded, secure portals where clients submit documents, answer questions, and specify workspace preferences in one place. That has cut our onboarding time by more than half and reduced back-and-forth emails by around 70 percent. The process feels much smoother for everyone and clients appreciate the clear, customized experience. ### 6. Effortless document collection with robust flexibility **Rating:** 5.0/5.0 stars **Reviewed by:** Hugo D. | Lead Design System DPNT, Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2025 **What do you like best about Collect?** I love how Collect’s client portal can be fully customized to match our brand’s look and feel, from logo to colors, and even hosting it on a subdomain of our choice. The ability to define clear instructions for each requested document dramatically reduces confusion and back-and-forth with our clients. Because Collect accepts large file uploads, our clients can simply snap photos of documents on their smartphones without worrying about compression or quality loss. The automated reminder feature, which sends both email and SMS notifications, ensures that clients submit everything on time, cutting our follow-up workload by half. Finally, the visual dashboard gives real-time insight into who has completed which step, so we never have to chase status updates manually. **What do you dislike about Collect?** Navigating the advanced configuration menus can be a bit confusing at first, and finding specific features like webhook setup isn’t immediately intuitive. However, once you familiarize yourself with the layout and explore the documentation, the platform’s customization options truly stand out. **What problems is Collect solving and how is that benefiting you?** I used to manage client documents through endless email threads and spreadsheets, which caused missing files and constant follow-ups. Collect gave me a single, branded portal where clients instantly know what to upload, and its automated reminders handle the rest. Files are checked against my requirements in real time, and everything syncs directly to our CRM. In just a few days instead of weeks, I now have all the documents I need without chasing anyone. ### 7. Halved our admin time without breaking a sweat **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** May 27, 2025 **What do you like best about Collect?** I particularly appreciate the conditional logic feature that dynamically adjusts from fields based on each franchisee's profile, which means I don't have to create separate templates for different locations. The integrates field previeq and approval workflow lets me review and sign off on submissions directly in the portal whithout downloading anything. Plus the white-labeled, mobile-friendly interface makes it so much easier for franchisees to upload documents on the go. **What do you dislike about Collect?** I inititially found the absence of a visual workflow builder a bit overwhelming, which made mapping out multi-step processes less intuitive. It also took some digging to locate certaine advances settings in the interface. That said, once I got familiar with the layout the conditional logic and API integrations proved incredibly powerful - though a more guided UI would definitely smooth out the learning curve. **What problems is Collect solving and how is that benefiting you?** We're using Collect to streamline franchisee onboarding. Before, I was chasing documents accross emails and spreadsheets, which led to constant delays. Now I use Collect to set up structured onboarding flows and automated, recurring KPI requests for each location. Automated reminders and a single portal have cut our administrative time in half and given me clear, real-time updates. Franchisees also find the process much easier to follow. ### 8. A simple and powerful solution to easily collect client documents ⭐️⭐️⭐️⭐️⭐️ **Rating:** 4.5/5.0 stars **Reviewed by:** Hamza H. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2025 **What do you like best about Collect?** What I like the most: Collect stands out for its ease of use and efficiency. As a professional who needs to regularly collect documents from my clients, I have saved valuable time thanks to their intuitive interface. Everything is centralized, automated, and the tracking is clear, which greatly streamlines exchanges. The user experience on the client side is also very smooth. Concrete benefits obtained: Reduction in time spent chasing documents Fewer errors or forgotten documents Smoother and more professional client experience Reduced client integration time **What do you dislike about Collect?** Some small limitations on the customization of follow-ups that we were able to work around with the help of customer support. **What problems is Collect solving and how is that benefiting you?** We spend a significant amount of time collecting documents during the onboarding phases, which blocks the entire process. ### 9. Gathering documents with Collect **Rating:** 4.5/5.0 stars **Reviewed by:** Joséphine P. | Head of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2022 **What do you like best about Collect?** 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 **What do you dislike about Collect?** The framework can be a bit rigid sometimes A few bugs but all quickly sorted **What problems is Collect solving and how is that benefiting you?** A useful way to collect & verify documents from our clients ### 10. Using Usecollect since a few months, very happy of the results! **Rating:** 5.0/5.0 stars **Reviewed by:** Gregoire T. | Head of Customer Success **Reviewed Date:** July 25, 2022 **What do you like best about Collect?** 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. **What do you dislike about Collect?** It is not yet integrated with our CRM Zoho, which makes it necessary for us to either use Zapier or a custom integration. **What problems is Collect solving and how is that benefiting you?** We had a very hard time retrieving all our customer information during their onboarding. Usecollect enabled us to centralize this process. ### 11. Collect transformed our team's process - we love it! **Rating:** 5.0/5.0 stars **Reviewed by:** Snow M. | Deals Secretary, Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2022 **What do you like best about Collect?** Collect is super easy to use and a powerful tool to help us better organize our documents, processes, and team during high volume closings **What do you dislike about Collect?** Having to do a new import for an update in contact **What problems is Collect solving and how is that benefiting you?** Better accountability, more accurate reporting on every step of our process, and overall higher productivity ### 12. Collect review **Rating:** 3.5/5.0 stars **Reviewed by:** Regina B. | Ginas cleaning service, Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2022 **What do you like best about Collect?** Keep all documents apll in one place rather it's real state business school etc **What do you dislike about Collect?** It collects alot of private data that if a hacker was able to hack in alot of important information could be took **What problems is Collect solving and how is that benefiting you?** How it's keeping all my data protected and all in one place. ### 13. Portal for sharing documents and presentations **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2022 **What do you like best about Collect?** 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. **What do you dislike about Collect?** It would be nice to include Web Chat functionality into the product as an enhancement. **What problems is Collect solving and how is that benefiting you?** Online Portal to easily share documents and presentations. ### 14. Exploring Portals for Documentation Share and Management **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2021 **What do you like best about Collect?** 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. **What do you dislike about Collect?** 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. **What problems is Collect solving and how is that benefiting you?** A documentation design portal that is easy to use and share. ### 15. epic time saving product that helps us onboard customers quickly and easily **Rating:** 5.0/5.0 stars **Reviewed by:** rupert w. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2021 **What do you like best about Collect?** ease of use of the platform is brilliant. has taken away a lot of manual work. Probably one employees worth **What do you dislike about Collect?** honestly, so far I have ZERO complaints about this product. **Recommendations to others considering Collect:** if you want to save time, just do it. It's a no brainer for any small/medium size business. **What problems is Collect solving and how is that benefiting you?** Onboarding customers and gather documents and details, were the main pain points that this software has solved ### 16. A tool that made me gain 4 hours a week ! **Rating:** 4.0/5.0 stars **Reviewed by:** Christofer C. | Host Tomate Mozza Podcast, Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2021 **What do you like best about Collect?** 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. **What do you dislike about Collect?** It would be great to have pre-written answers the users would just have to complete. **What problems is Collect solving and how is that benefiting you?** Collect avoids dozens of email exchanges. ### 17. Superior **Rating:** 5.0/5.0 stars **Reviewed by:** Oliver H. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2020 **What do you like best about Collect?** 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! **What do you dislike about Collect?** The business plan is a little expensive. **Recommendations to others considering Collect:** Do the trial and see. It will likely exceed your expectations. **What problems is Collect solving and how is that benefiting you?** 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. ### 18. #1 document collection app. 100% pain reliever ! **Rating:** 5.0/5.0 stars **Reviewed by:** Nicolas W. | Fondateur, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2020 **What do you like best about Collect?** 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) **What do you dislike about Collect?** 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) **Recommendations to others considering Collect:** 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 ! **What problems is Collect solving and how is that benefiting you?** 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). ## Collect Discussions - [What is the use of Collect?](https://www.g2.com/discussions/what-is-the-use-of-collect) - [What is debt collection system?](https://www.g2.com/discussions/what-is-debt-collection-system) - [What is collect software?](https://www.g2.com/discussions/what-is-collect-software) - [View Collect pricing details and edition comparison](https://www.g2.com/products/cleverbiz-collect/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-13+15%3A36%3A15+-0500&secure%5Bsession_id%5D=ba17fd5b-d2e6-485e-8b60-bf809e59b5ab&secure%5Btoken%5D=5a48bd465a742547dcabc6061d64b2197e3b71fa146e84bb69dfb8daefb5cdd9&format=llm_user) ## Collect Features **Content** - File Request - Feedback **Onboarding Setup** - Workflows - Templates - Checklists **Collaboration** - Instant Messaging - Analytics **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration ## Top Collect Alternatives - [SuiteDash](https://www.g2.com/products/suitedash/reviews) - 4.8/5.0 (606 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,835 reviews) - [Accelo](https://www.g2.com/products/accelo/reviews) - 4.3/5.0 (661 reviews)