Automatism
Put your document collection on autopilot
Keep the right day delay between follow-ups to get your documents and your response on time.
We automatically stop sending messages when your clients respond to your request on the client portal.
You keep control of the whole communication. You can manually modify the upcoming messages or cancel them.
Personalization
Personalize your messages
Use variables to craft the perfect messages and make your clients feel unique.
You can even add custom variables, so the personalization capabilities are endless.
Contact reminders
Use multi-channel messages
In specific contexts, friendly nudges are not enough to get documents back on time, and you will need to escalate your reminders. Collect offers the possibility to use SMS messages to follow up with your client additionally.
