Customer Onboarding that runs on Autopilot
Connect your tools, let AI handle the busywork, and onboard clients faster.
Trusted by hundreds of fast growing companies
Your onboarding is slowing down your growth.
If your team is stuck managing forms, folders, and follow-ups, you're scaling chaos — not success. Every delay in onboarding delays revenue.
AI-powered onboarding
that just works
Automated workflows do the follow-up for you
Collect sends personalized requests, reminders, and notifications — so clients submit everything on time, without you chasing them.
Smart sorting that organizes documents automatically
Uploads are renamed, grouped, and prioritized using AI — no more mystery files, manual renaming, or digging through folders.
Real-time syncing with your CRM, cloud storage, and internal systems
Collect integrates natively with your CRM, cloud platforms (like Google Drive, OneDrive, Dropbox), and Zapier — so client progress flows directly into your tools.
You can connect Collect to ChatGPT and other AI systems using our MCP server for fully customized, intelligent automation.
Branded portals that feel like your product
Use your domain, logo, and colors to create a seamless, white-labeled onboarding experience that builds trust from day one.
Your data is in safe hands
We know how important trust is during onboarding. That’s why Collect is GDPR-compliant, with enterprise-grade security practices, a full security policy on request, and real humans ready to answer any concerns you or your clients have.
Start automating your onboarding today
Try Collect free for 7 days - with full access to our AI and integrations.
