Guide clients with tasks and checklists
Turn your onboarding into a clear to-do list. Add tasks alongside documents and forms so clients always know the next step.
Break onboarding into simple to-dos
Not everything you need is a file. Add tasks like "sign the agreement" or "review the plan" so clients move through onboarding step by step, with nothing left ambiguous.
Assign tasks and set due dates
Assign tasks to clients or to teammates, attach files, and set due dates so responsibilities are crystal clear. Everyone knows what they own and by when.
Track completion at a glance
See which tasks are done and which are outstanding right from your dashboard. Combined with automatic reminders, tasks keep every onboarding moving to the finish line.
Tasks and mutual action plans, after the deal is signed
Collect's tasks work as mutual action plans for post-close onboarding. See how that compares to sales-room and onboarding tools.
Collect vs. Recapped · Collect vs. Arrows · Collect vs. Valuecase
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