--- 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: '2026-08-09' 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 value the **automation capabilities** in Collect, streamlining submissions and enhancing efficiency across franchise locations. (1 reviews) - Users value the **adaptive client portal** for its streamlined forms and effective team communication, enhancing workflow efficiency. (1 reviews) - Users value the **customizability** of Collect, allowing for tailored workflows and convenient mobile access for franchisees. (1 reviews) - Users value the **dashboard customization** features in Collect, streamlining client communication and enhancing team collaboration. (1 reviews) - Users appreciate the **intuitive dashboard usability** of Collect, which streamlines client interactions and enhances team collaboration. (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 at first, making navigation and setup challenging initially. (2 reviews) - Users find the **learning curve steep** , with overwhelming options making it difficult to navigate and utilize advanced features effectively. (2 reviews) - Users find the **initial overwhelm** from customization options challenging but appreciate the platform's flexibility once learned. (1 reviews) ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+09%3A13%3A06+-0500&secure%5Bsession_id%5D=df707356-7683-473a-b437-d708b0474468&secure%5Btoken%5D=673bba490e9ddef14e540285faa491c3f5b007181522ad4b5ee6316b65743308&format=llm_user) ## Collect Features **Content** - File Request - Feedback **Onboarding Setup** - Workflows - Templates - Checklists **Collaboration** - Instant Messaging - Analytics - Engagement Tracking **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization - Kanban Board - Goal Setting/Tracking - Communication Management **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop **Customer Engagement** - Portal - Customer Engagement - Branding - Visibility - Collaboration - Customizable Branding **Additional Functionality** - Commenting/Notes - API - Third-Party Integrations - Task Management - Alerts/Notifications - Drag & Drop - Performance Metrics - Reporting & Statistics - Time Tracking - Data Security - Single Sign On - Activity Tracking - Customizable Fields - Content Management - Churn Management - Ad hoc Analysis - Client Management - Chat/Messaging - Forecasting - Mobile Access - Form Builder - Surveys & Feedback - Revenue Management - Onboarding - Workflow Management - AI Copilot - Calendar Management - Compliance Management - Client Database - Electronic Forms - Gantt/Timeline View - Client Tracking - To-Do List - Document Management - Generative AI - Self Service Tools - Customer Segmentation - Role-Based Permissions - Data Import/Export - Collaboration Tools - Electronic Signature - Task Progress Tracking - Audit Trail - Reminders - Online Payments - Activity Dashboard - Document Generation - Real-Time Data - CRM - Email Management - Multi-Language ## 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 (2,840 reviews) - [Accelo](https://www.g2.com/products/accelo/reviews) - 4.3/5.0 (661 reviews)