As intuitive as Google Forms. Creating requests is simple, fast, and easy.
Collect with ease.
Autosaving without login. Client-friendly checklists a 9-year-old can follow.
Less on your plate.
Automate the back and forth emails. Less clutter means more work.
We make collecting information from clients easier than ever.
Automate onboarding: Spend 71% less time gathering info.
Collect documents without hassle.
No more chasing.
Send checklists to clients with automatic reminders. No matter the stakeholders involved.
Enhance productivity.
Automate it all and spend more time focused on what’s most important to your business.
Reduce errors.
No more confusing email trails with wrong info and missing attachments. Less stress guaranteed.
Drag, drop, and edit.
Creating and sending requests for documents is simple and quick. If you've ever used Google Forms, you already know how to use the CollectBreeze editor.
Streamline client uploads.
Private portals that don't require login and auto-save progress. Make it effortless for your clients to submit documents, providing them with a smooth and professional experience.
Send automatic emails.
Automate the polite nudging needed to remind them to upload their remaining documents. Send automatic email reminders using your templates and business email address.
Approve responses.
Quickly review and ask for redos as if looking over a client’s shoulder. With a single click, approve or reject incorrect documents or responses when unsatisfied.
Download files.
Once all the required files are successfully submitted, you can easily view, download, and export files in various formats. Plus, take advantage of automatic exports with seamless integrations to cloud storage services like Google Drive and Dropbox.
Invite and collaborate.
CollectBreeze is the all-in-one solution for teams of any size to collaborate efficiently, with controlled access for each member. Say goodbye to scattered emails and clunky, disconnected systems.
So much more.
Unlock a world of integrations with Zapier, personalized branding, virus and malware scanning, daily data backups, webhooks, andmore. At CollectBreeze, we're dedicated to continuously enhancing your experience.
Secure by design.
Your data’s security and integrity are as important to us as they are to you. With industry-leading encryption, regular audits, and compliance with the latest privacy standards, we ensure your information is always safe and secure.
Simplify and automate your document request process. Stop chasing after clients; instead, send out requests and witness documents flooding in—up to 80% faster than traditional methods.
Simplify and automate your document request process. Stop chasing after clients; instead, send out requests and witness documents flooding in—up to 80% faster than traditional methods.
Don't drown in the back-and-forth.
Organize your content and document collection. Speed up your document transfer process without getting lost in emails and confusing follow-ups.
Make your client portal truly yours by customizing the look and feel with your logo, color themes, and branding. Create a professional experience that reflects your business identity.
Customize how your requests appear.
Make your client portal truly yours by customizing the look and feel with your logo, color themes, and branding. Create a professional experience that reflects your business identity.
One platform, thousands of use cases.
CollectBreeze is for all professionals, in any industry, for teams big and small, from startups to growth stages and beyond.
Accountants.
Onboard clients, gather responses to inquiries, and collect documents come tax season.
Legal.
Create client intake forms and collect necessary documents to initiate work on important cases.
Digital Agencies.
Effortlessly collect data, content, and other assets to finish projects on time.
Marketers.
Onboard clients, gather insights, and streamline the creative process.
Mortgage Brokers.
Collect essential financial documents and send proposals, faster.
Real Estate.
Collect completed paperwork and files from investors, tenants, and potential buyers.
Human Resource.
Organize your onboarding flow and collect legal documents for your new employees.
Consultants / Coaches.
Simplify your process and deliver a great experience to your clients.
Event Managers.
Get presentations from speakers and engage sponsors on time and without stress.
Schools.
Automate and scale enrollments for applicants, students, and teachers.
Client Onboarding / KYC.
Get business documents to open accounts and start working with new clients.
14-day free trial
Enjoy full access with a 14-day free trial. No credit card required.
We’ll ask you for a few basic details to setup your Account the first time you sign in.
Then, you can get a free 14-day trial upon choosing a plan.
Note: You can get a feel for the product and start creating checklists to send, instantly. However, in order to send requests for info, you'll need to be on a paid plan or on your free trial period.
No, CollectBreeze is a paid service.
All paid plans are free for first 14 days. After the free trial, CollectBreeze costs a monthly recurring fee.
CollectBreeze offers competitive pricing and aims to provide a solution that not only fits your budget but also adds substantial value to your business.
Plans, mainly, include limits on active requests, storage, and seats (team members). Following is a break down:
An active request is a request that was sent and is currently in progress, accessible to the client, and available to be filled out. Your billing plans are limited by the number of active requests at the same time.
Team members can create, view, and edit requests. Number of invites depends on your Account's selected billing plan.
The amount of storage available to you depends on your Account's selected billing plan. Note: Requests that are archived will still count against your storage quota.
You can create unlimited checklists to send, receive unlimited responses, and add unlimited people or organizations as recipients.
Think of a request as a form. It can have any number of questions, fields, and file upload inputs.
When you need some information, you send a request (for information). When you send a request to a person (or organization), CollectBreeze will periodically remind them to fill it out.
If you send another request to a (different or even the same) person, that will be considered as 2 separate Requests.
Once a request is completed, it no longer counts towards your plan limit.
Checklist in CollectBreeze is a list of the information you require from your clients. Checklists make it easier to follow and track progress and serve as a reminder of the information to be provided.
Note: Checklists and Requests are the same thing in CollectBreeze. Checklists become Requests once they are sent to your customer or client.
We send automated reminders to your clients for approaching deadlines and remind them to provide the information you require.
No! Automate routine collection tasks using our #nocode intuitive drag-and-drop editor and dashboard.
You can even start with one of our templates and personalize it as you go along.
Only you can see your data (or your team members you allow access to).
Your data is stored and fetched using industry standard and current encryption protocols for HTTPS. We also encrypt your data at rest.
Yes! We do not access any customer data as a strict matter of policy, unless you’ve given us explicit written approval to do so for support, migration, or for debugging any issues.
For more information about our privacy and security practices please read our Privacy Policy.
The security and integrity of your data is important to you and we understand the immense responsibility we have to safeguard your data and maintain your trust in us.
CollectBreeze is more secure than email. We’ve put in place industry-leading security and operational measures to keep your data safe when it resides on CollectBreeze systems.
All data exchanged between your systems and our system is encrypted in transit using industry standard and current encryption protocols for HTTPS. We use full disk encryption across our entire infrastructure, so data is encrypted at rest as well. For more information about our security practices please view: Security & Compliance.
Yes! CollectBreeze uses encryption across our entire infrastructure, is not susceptible to spam or phishing (unlike email), and (your) email addresses are not exposed or made public to strangers on the internet.