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What is Ideagen Huddle?

Ideagen Huddle is a cloud-based solution that offers a secure and innovative workspace for your team, partners, and outside collaborators. Organizations operating in heavily regulated sectors can assess work, share sensitive data securely, and collaborate effectively, ensuring complete control over documents and consistently achieving project objectives within deadlines and budgets. With Ideagen Huddle, the process of collaborating and co-editing documents becomes simpler, allowing for efficient version control, client engagement, and team task management. The integrated approval workflow guarantees that you will never overlook a deadline again, while the complimentary mobile app ensures you remain connected, even while traveling. Key advantages include: • Top-tier security – Safeguard your sensitive information confidently, minimizing the risk of data loss or theft. • Personalized client portals – Centralize all documents and communications, making them easily accessible. • Regulated teamwork – Maintain version control, enable real-time co-editing, and facilitate comments and revisions. • Smooth external collaboration – Streamline interactions with all stakeholders, reducing friction in the process. As Ideagen Huddle is cloud-based, it integrates seamlessly with your current IT setup, enhancing operational efficiency without disruption. This innovative approach not only supports collaboration but also fosters a culture of continuous improvement within your organization.

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.

Media

Media

Integrations Supported

Stackreaction
Bitium
Causal
Desktop.com
Enormail
Google Workspace
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Salesforce
Teamstack
Tray.ai
Upsider
Wazoku

Integrations Supported

Stackreaction
Slack
Zapier

API Availability

API Availability

Pricing Information

$11.00/month/user
Starting at $10 per user per month
Free Trial Offered?

Pricing Information

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

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Ideagen

Date Founded

1993

Company Location

United Kingdom

Company Website

www.ideagen.com/solutions/document-collaboration/huddle

Company Facts

Organization Name

Collect

Date Founded

2019

Company Location

France

Company Website

www.usecollect.com

Categories and Features

Audit

Compliance Management
Exceptions Management
Issue Management
Risk Assessment
Workflow Management

Board Management

Approval Process Management
Calendar Management
Collaboration
Document Management
Electronic Signature
For Nonprofits
Member Directory
Role-Based Permissions

Collaboration

Calendar Management
Chat / Messaging
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Content Collaboration

Not specified

Contract Management

Completion Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Version Control
Workflow Management

Corporate Governance

Not specified

Customer Engagement

Communication Management
Community Management
Content Syndication
Feedback Collection

Document Management

Access Controls
Collaboration Tools
Compliance Tracking
Document Archiving
Document Delivery
Document Indexing
Document Retention
Electronic Signature
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Version Control

File Sharing

Audit Trail
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control

Proposal Management

Calendar Management
Collaboration
Content Repository
Document Management
Electronic Signature
Knowledge Library
Revision Management
Task Management
Version Control

Virtual Data Room

Audit Trail
Collaboration
Data Protection
Data Storage Management
Project Management
Role-Based Permissions
Secure Preview

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

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