Start streamlining your customer onboarding process in hours not in months
Detail the document you need to collect
Specify the documents you need to get from your recipients. For each documents you have the ability to set up contraints (file type, size, number of documents,...)
Define the due date and schedule follow-ups
Specify the date you need the documents to be retrieved. Automate the chase of documents by scheduling personnalized emails. Follow-ups are sent until the task is achieved.
Send requests to your contacts
Each recipients is receiving a personnal request. At any time you know exactly who is on time and who is not.
Offer a great experience with the client portal
Your contact will get a beautiful branded client portal where they will be able to upload their documents. You will be notified when it's completed.
Detail the document you need to collect
Specify the documents you need to get from your recipients. For each documents you have the ability to set up contraints (file type, size, number of documents,...)
Define the due date and schedule follow-ups
Specify the date you need the documents to be retrieved. Automate the chase of documents by scheduling personnalized emails. Follow-ups are sent until the task is achieved.
Send requests to your contacts
Each recipients is receiving a personnal request. At any time you know exactly who is on time and who is not.
Offer a great experience with the client portal
Your contact will get a beautiful branded client portal where they will be able to upload their documents. You will be notified when it's completed.
Start automating your onboarding today
Try Collect free for 7 days - with full access to our AI and integrations.
