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What is Collect?

Collect serves as an intuitive and secure portal solution designed for the efficient collection and management of client documents. It caters to a diverse clientele, ranging from Fortune 500 corporations to small agencies and professional service providers, and offers extensive customization options, including advanced branding and white-labeling capabilities that accommodate a variety of applications. With features such as automatic reminders, task assignments, and robust validation workflows, Collect enhances team productivity during the document collection process. Additionally, it can seamlessly integrate with existing tools to further streamline operations. Collect is purposefully crafted to boost your productivity and efficiency. Moreover, it contributes to a positive brand perception by showcasing your logo and colors on the client portal and communications, along with the option for a fully white-label client portal. Security is a top priority for Collect, which complies with leading global security standards and maintains data centers located in both the US and EU to ensure your information is well protected.

What is AhoyTeam?

Transforming manual activities into fully automated workflows can significantly conserve time and resources on a daily basis. Tailor onboarding experiences for various situations, whether that entails training newcomers, incorporating new clients, or ensuring teams are well-acquainted with new tools and internal processes. These tasks can be performed smoothly through platforms such as Slack, Teams, and Email, which help minimize the chances of human error by ensuring that every task is executed with precision and timeliness. By consolidating all internal operations onto a single platform, organizations can reclaim countless hours each day. This method not only boosts internal communication efficiency but also enhances client interactions. In addition, take advantage of easy integration with your favorite tools, which enables the management of a highly effective asynchronous remote team while connecting with all workplace applications. This transformation ultimately fosters a more productive work atmosphere, where collaboration thrives and workflows become increasingly flexible. As a result, teams can focus more on strategic initiatives rather than getting bogged down by repetitive tasks.

Media

Media

Integrations Supported

Slack
Zapier
Stackreaction

Integrations Supported

Slack
Zapier
Access PeopleHR
Airtable
Asana
BambooHR
Calendly
GitHub
Gmail
Google Calendar
Google Sheets
Google Workspace
Jira
Microsoft Teams
Workable
Zoom

API Availability

API Availability

Pricing Information

$39 /month
Starter: $39 /month
Pro: $79 /month
Business: $199 /month
Free Trial Offered?

Pricing Information

$49 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Online Training

Company Facts

Organization Name

Collect

Date Founded

2019

Company Location

France

Company Website

www.usecollect.com

Company Facts

Organization Name

Ahoy

Date Founded

2017

Company Location

Sweden

Company Website

www.ahoyteam.com

Categories and Features

Admissions and Enrollment

Application Management
Assessment Management
Colleges / Universities
Forms Management
Recruiting Management
Self Service Portal

AML

Case Management
Compliance Reporting
Identity Verification
Transaction Monitoring

Applicant Tracking

Background Screening
Collaboration Tools
Onboarding
Reference Checking
Self Service Portal
Workflow Management

Audit

Compliance Management
Dashboard
Exceptions Management
Issue Management
Risk Assessment

Document Collection

Not specified

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Indexing
Email Management
File Recovery
Forms Management
Version Control

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Encryption
User Management
Workflow Management

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Version Control

Loan Origination

Audit Trail
Closing Documents
Compliance Management
Customer Database
Document Management
Online Application

Mortgage and Loans

Client Database
Closing Documents
Contact Management
Customer Statements
Document Management
Electronic Applications
Loan Servicing
Pre-Qualification
Refinance Management
Residential Mortgages

Onboarding

Document Management
E-Verify / I-9 Forms
Electronic Forms
Employee Portal
File Management
Self Service Portal

Workflow Management

Approval Process Control
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
No-Code
Third Party Integrations
Workflow Configuration

Categories and Features

Onboarding

Document Management
Employee Handbook
File Management
Orientation Management
Self Service Portal
Task Management
Training Management

Workflow Management

Not specified

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