Collect

What Collect does

Collect, operated by CLEVERBIZ SARL, is a Paris-based SaaS platform (founded 2018) that automates customer onboarding and document collection for SMB and mid-market companies. Its core offering centers on a white-label client portal through which businesses send personalized document requests, automated reminders, and intake forms, while an AI-powered engine handles smart sorting, renaming, and prioritization of uploads. The product suite spans Customer Onboarding Software, Document Collection, Client Portal Software, Intake Forms, and integrated E-signature (via DocuSign), with additional modules for SMS reminders, conditional logic, variables, audit logs, and role-based permissions.

The platform is built on a multi-cloud architecture using Digital Ocean for application servers, AWS for static assets and micro-services, and MongoDB Atlas for the database layer, with AES 256-bit encryption at rest and TLS 1.2 in transit. AI capabilities are primarily delivered through a partnership with Mindee (including docTI for customer-trained extraction models), complemented by an MCP server that connects Collect to ChatGPT and other AI systems. The platform integrates natively with HubSpot, Pipedrive, DocuSign, Slack, Google Drive, OneDrive, Dropbox, Box, SharePoint, and Zapier (1,400+ apps), and exposes a REST API with webhooks for custom integrations. Enterprise features (SSO-SAML, SCIM, OTP, audit logs) and GDPR/PCI Level 1 compliance support upmarket expansion.

Collect generates revenue through monthly and annual SaaS subscriptions billed in advance via Stripe, with a 7-day free trial as the primary acquisition funnel and inside-sales demos for larger prospects. The company is bootstrapped (no disclosed funding rounds), operates with 1-10 employees, and reports "hundreds" of customers across financial services, real estate, HR, education, healthcare, and legal verticals. The go-to-market combines product-led growth with a sales-assisted motion for enterprise deals, supported by content marketing, a help center, developer documentation, and an active changelog.

Name

Collect

Legal name

CLEVERBIZ SARL

Website

https://usecollect.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Collect is a Paris-based SaaS platform that automates customer onboarding and document collection via white-label client portals, AI-powered document parsing, and native CRM/cloud integrations for SMB and mid-market companies.

Ownership category

akta.pro rank

Product category

Customer Onboarding Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Software/SaaS Subscriptions (Consumer & Prosumer) (CRAFAIAB)

Keywords

• Customer onboarding software
• Document collection
• Client portal software
• Intake forms
• Workflow automation

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Infrastructure, Personnel, Marketing or Sales, Operations

Revenue model

1. SaaS Subscription: Monthly or annual subscription plans billed in advance. Customers pay for access to the Collect Solution in SaaS mode with different plan tiers available. The subscription is automatically renewed for successive periods unless cancelled by either party.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Collect is an AI-powered SaaS platform for customer onboarding and document collection that automates sending personalized requests, reminders, and notifications through branded client portals. It provides AI-driven document parsing and smart sorting, intake forms, e-signature, white-label client portals, workflow automation, and integrations with CRM, cloud storage, and AI systems (ChatGPT via MCP). The product is sold as monthly or annual subscriptions with a 7-day free trial and is targeted at SMB and mid-market businesses across financial services, real estate, HR, education, healthcare, legal, and professional services.

Product overview

Collect is a unified SaaS platform for AI-powered customer onboarding and document collection. The core offering consists of Customer Onboarding Software, Document Collection, Client Portal Software, Intake Forms, and E-signature modules. These work together as an integrated system where the Client Portal serves as the client-facing interface, Intake Forms and Document Collection handle data gathering, E-signature manages approvals, and the Customer Onboarding Software orchestrates workflows across all modules. Additional capabilities include workflow automation with automatic reminders and conditional logic, personalization via variables and white-label branding, and integrations with CRM and cloud platforms. Security features include audit logs, role-based permissions, and GDPR compliance.

Differentiator

Problem solved

Functional benefit

Products and services

• Customer Onboarding Software AI-powered customer onboarding platform that automates document collection, follow-ups, and client communication. Connects tools, automates busywork, and enables faster client onboarding with automated workflows for SMB and mid-market businesses.
• Document Collection Secure portal for collecting and managing client documents with automated workflows, AI-powered smart sorting, and integration with cloud storage and CRM platforms. Targeted at businesses that need to streamline document intake from clients and employees.
• Client Portal Software Branded client portals that allow clients to view requests, upload documents, and track progress in real time. Supports white-label branding with custom domain, logo, and colors for a seamless branded onboarding experience.
• Intake Forms Digital intake forms with conditional logic, customizable templates, and automated validation for collecting client information and documents. Designed for SMB and mid-market businesses that need to streamline data capture.
• E-signature Electronic signature capability integrated with DocuSign for creating, sending, and tracking signature requests directly within the Collect platform, with automatic CRM record updates once documents are signed.

Quantifiable outcome

• 30% increase in customer retention within six months for companies using AI for onboarding
• +9 more outcomes

Named customers6 records

Segments6 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

AI capability7 records

Feature13 records

Partnerships

16 partnerships are on record, tiered core and infrastructure.

• ZapiercoreTechnology or IntegrationIntegration with Zapier enables connection to over 1,400 applications. When documents are submitted in Collect, Zapier can update CRM records, notify teams on Slack, or initiate next workflow steps.
• HubSpotcoreTechnology or IntegrationCRM integration enables automatic triggering of document requests based on deal stage changes, such as when contracts are signed. Supports workflow automation, richer timeline details, auto-invite contributors, and direct HubSpot object creation from Collect.
• PipedrivecoreTechnology or IntegrationCRM integration ensures no paperwork is overlooked by triggering document requests as deals progress through specific pipeline stages.
• DocuSigncoreTechnology or IntegrationE-signature integration allows creating, sending, and tracking signature requests directly within Collect. Once signed, documents update corresponding CRM records automatically.
• SlackcoreTechnology or IntegrationTeam communication integration keeps teams informed with real-time updates on document submissions, reminders, and workflow completions.
• Google DrivecoreTechnology or IntegrationCloud storage integration allows documents to be organized and stored in Google Drive while preserving existing file structure.
• DropboxcoreTechnology or IntegrationCloud storage integration for seamless document storage in Dropbox while preserving existing file organization.
• BoxcoreTechnology or IntegrationCloud storage integration for enterprise document management with Box.
• Microsoft SharePointcoreTechnology or IntegrationIntegration with Microsoft SharePoint for organizations using Microsoft 365 ecosystems.
• Microsoft OneDrivecoreTechnology or IntegrationCloud storage integration for Microsoft OneDrive users within the Microsoft 365 environment.
• MindeecoreTechnology or IntegrationAI document parsing integration using Mindee's technology with docTI support for custom document processing engines. Enables tailored extraction models for unique document formats and improved accuracy by training AI on specific use cases.
• ChatGPT / MCP ServercoreTechnology or IntegrationMCP server integration enables connection to ChatGPT and other AI systems for fully customized, intelligent automation workflows.
• Digital OceaninfrastructureTechnology or IntegrationCloud infrastructure provider for app servers hosting the Collect Solution.
• Amazon Web ServicesinfrastructureTechnology or IntegrationCloud infrastructure provider for static websites, files, and micro-services.
• MongoDB AtlasinfrastructureTechnology or IntegrationDatabase infrastructure provider for the Collect platform.
• StripeinfrastructureTechnology or IntegrationPayment service provider certified PCI Level 1 for processing customer payments. Collect does not store payment information except non-usable details like last four digits of cards.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• FormAssembly: FormAssembly builds web forms and document workflows with HIPAA/GDPR compliance and Salesforce integration. It competes in the same regulated-onboarding use cases Collect targets.
• PandaDoc: PandaDoc delivers document automation, e-signature, and workflow analytics aimed at sales and onboarding teams. It is comparable on the document-collection-plus-portal-plus-CRM workflow Collect sells.
• Cognito Forms: Cognito Forms provides online forms with document e-sign, conditional logic, and integrations. It targets the same SMB intake and onboarding use cases as Collect.
• HelloSign (Dropbox Sign): Dropbox Sign offers e-signature plus simple document collection and templates aimed at SMB and mid-market. It competes directly with Collect's e-signature and document-collection modules.
• Typeform: Typeform offers conversational intake forms, surveys, and basic automation with a strong PLG motion. It overlaps on the intake-form component of Collect's onboarding flow.
• Formstack: Formstack offers forms, document generation, e-signature, and workflow automation for SMBs and regulated industries. It is the closest comparable to Collect's combined intake-forms-plus-document-collection-plus-portal proposition.
• Jotform: Jotform provides form building, e-signature (Jotform Sign), and approval workflows targeting SMBs and mid-market. It overlaps Collect directly on AI-powered intake, e-signature, and integrations.
• Formstack Documents (formerly WebMerge): Formstack Documents automates document generation by merging form/CRM data into branded PDFs. It overlaps with Collect's PDF collation, white-label portal, and automated document export capabilities.

Broad incumbents

• DocuSign: DocuSign is the leading e-signature and agreement-cloud platform with document collection and CLM capabilities. It overlaps Collect on e-sign and secure document workflows but is a much broader portfolio player.
• Adobe Acrobat Sign: Adobe Acrobat Sign (formerly EchoSign) is an enterprise e-signature and document workflow suite. Comparable on secure document collection and routing, though sold primarily as part of Adobe's broader document cloud.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/usecollect
• Xx.com/usecollect
• Facebookfacebook.com/usecollect

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Collect