Collect
Reviews
Star rating
Rank in Client Portal
Pros and cons
Pros
- Insights
- Easy Access
- Dashboard Usability
- Client Management
- Workflow Efficiency
- Customizability
Cons
- Complexity
- Learning Curve
- Initial Overwhelm
Traffic & LLM citations
Source: G2 review data
Winning from
Losing to
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 88.2% |
| Mid-Market | 11.8% |
| Enterprise | 0.0% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|---|---|
| 2025 Q2 | 7 | 4.9 |
| 2026 Q2 | 1 | 5.0 |
Satisfaction ratings
What reviewers say
Easy to Search, Manage, and Organize Request Data
“all the request data in the collect, easy to search, manage and organize .”
Credentials collected in half the time
“I particularly appreciate the conditional logic in Collect that shows clients only the fields relevant to their setup, which drastically cuts down back-and-forth clarifications. Setting up our branded portal with a custom domain and logo takes minutes and gives clients a professi”
Finally, a seamless client onboarding experience
“I love how Collect’s dynamic conditional logic tailors each portal to the client, showing only what’s relevant and cutting down on incomplete submissions. The drag-and-drop builder makes it fast to tweak forms and workflows on the fly, so I’m not wasting time digging through me”