Give a first good impression to your client with intake forms
Client intake forms help you capture valuable information about your client.
Build a new form is a breeze
Our no-code form builder allows you to create a new intake form in a few minutes.
We offer a broad range of fields, including text field, date field, dropdown, multi-choices, checkbox,...
Your intake forms can connect with your existing tools and populate the data automatically. You will save costly hours by removing manual data input.
Receive responses on time
Schedule follow-up messages to put your intake forms collection on autopilot.
Use variables in your communication to send personalized messages and offer a better experience to your clients.
You can use emails but also SMS to increase your response rate and reduce the response time.
Approve responses or return them for modification
Collect offers you an easy way to review the responses submitted by your clients.
If you reject the responses, Collect will automatically notify your clients, and they can quickly come back on the portal and modify their answers before submitting them again.
Start automating your onboarding today
Try Collect free for 7 days - with full access to our AI and integrations.
