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About

Collect is an easy to use secure portal solution to collect and manage client documents. From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases. Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,... It also integrates perfectly with their existing tools. // Be more productive Every feature in Collect is built to help you become more productive. // Offer a good impression Collect helps you move your brand forward. Your client portal and communications are displaying your logo and your colors. You can even get a full white label client portal. // Keep your workflow secure Collect takes security very seriously and meets world-class security standards. Collect has data centers in the US and EU.

About

PinPoint DMS allows you and your staff to access files and data from anywhere in the world. Running on all platforms including MAC and mobile devices, PinPoint includes built-in tools for Workflow Management, Records Management, Onboarding, Publishing, Versioning, and full Content Search. The system can also automatically file documents without any human intervention. For over 19 years, PinPoint DMS has been enhancing our features that our competitors are just beginning to add. Find out how our document management software can help your organization go completely paperless!

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Companies of all sizes

Audience

All Types of Businesses and Departments

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$39 /month
Starter: $39 /month
Pro: $79 /month
Business: $199 /month
Free Version Not Supported
Free Trial Supported

Pricing

Ranges from $1 to $20 a month per user
The more user licenses, the less cost per user. Smallest system starts at 3 users and can go to an unlimited number of users.
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.9 / 5
ease 4.7 / 5
features 4.8 / 5
design 4.6 / 5
support 4.8 / 5

Pros & Cons from Real Users

Pros

  • I like that the tool is very secure and that it makes document management and collaboration seamless. It is very secure and comes with sufficient cloud storage. What's more the software is easy to scale, manage and customize.
  • Throughout the years, Pinpoint has gotten even better. They are regularly updating it with new features that were either requested by their customers or developed by themselves to improve their product. We specifically love their in-depth search feature due to an exceptional OCR function. This helps us to search the details of a documents successfully. Additionally, since we are cloud based, we can access Pinpoint wherever we are located. Their customer service is top notch. If we have any questions about how to do something, our project manager will give us steps to figure out how to implement the task correctly. Sometimes there might be a technical issue that needs to be resolved. Their technical support is efficient and the issue will be fixed within an hour of submitting a ticket.
  • 1. Easily assessible 2. Drag and drop technology 3. There are no unnecessary features that you have to sit and wonder about, everything that is on there, you can use.
  • We have been so impressed with this company and the ease of the product. The staff is always there to help us and willing to consider any suggestions we make. We wish all of the vendors we deal with were as good. Moving from another document management software to PinPoint is one of the best things we have done so far.
  • PinPoint lets me drag and drop any kind of file into its automated filing system and then make changes without having to leave their site. It has made me more efficient and feel good that everything is in the same place.

Cons

  • With such an effective document manager, I cannot afford to complain. It is a very effective solution for business.
  • We have no cons for Pinpoint. We highly recommend them.
  • The price is slightly on the steep end but is comparable to other programs of the same stature.
  • I do not really have anything to list at this point.
  • I've had a good experience so far. No complaints to report.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Collect
Founded: 2019
France
www.usecollect.com

Company Information

LSSP Corporation
Founded: 2001
United States
lsspdocs.com

Alternatives

Alternatives

UnForm

UnForm

Synergetic Data Systems, Inc.
FileHold

FileHold

FileHold Document Management Software
AcceleratorKMS (Procedure Accelerator)

AcceleratorKMS (Procedure Accelerator)

Innovatia Accelerator Inc.

Categories

AML Supported
Applicant Tracking Supported
Audit Supported
File Sharing Supported
Loan Origination Supported
Mortgage and Loans Supported
Onboarding Supported

Categories

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Supported
Document Retention Not Supported
Electronic Signature Not Supported
Email Management Supported
File Recovery Supported
File Type Conversion Not Supported
Forms Management Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Supported

File Sharing Features

Audit Trail Supported
Chat / Messaging Supported
Collaboration Supported
Document Management Supported
Drag & Drop Supported
Electronic Signature Not Supported
Encryption Supported
File Synchronization Not Supported
Search Not Supported
User Management Supported
Version Control Not Supported
Workflow Management Supported

Workflow Management Features

Access Controls/Permissions Not Supported
Approval Process Control Supported
Business Process Automation Not Supported
Calendar Management Not Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Not Supported
No-Code Supported
Task Management Not Supported
Third Party Integrations Supported
Workflow Configuration Supported

AML Features

Behavioral Analytics Not Supported
Case Management Supported
Compliance Reporting Supported
Identity Verification Supported
Investigation Management Not Supported
PEP Screening Not Supported
Risk Assessment Not Supported
SARs Not Supported
Transaction Monitoring Supported
Watch List Not Supported

Admissions and Enrollment Features

Application Management Supported
Assessment Management Supported
Candidate Management Not Supported
Colleges / Universities Supported
Evaluation Management Not Supported
Fee Management Not Supported
Financial Aid Management Not Supported
Forms Management Supported
K-12 Not Supported
Recruiting Management Supported
Scoring Not Supported
Self Service Portal Supported

Applicant Tracking Features

Assessments Not Supported
Background Screening Supported
Candidate Management Not Supported
Collaboration Tools Supported
Internal HR Not Supported
Interview Management Not Supported
Interview Scheduling Not Supported
Job Board Posting Not Supported
Job Requisition Not Supported
Onboarding Supported
Recruiting Firms Not Supported
Reference Checking Supported
Resume Parsing Not Supported
Resume Search Not Supported
Self Service Portal Supported
Workflow Management Supported

Audit Features

Alerts / Notifications Not Supported
Audit Planning Not Supported
Compliance Management Supported
Dashboard Supported
Exceptions Management Supported
Forms Management Not Supported
Issue Management Supported
Mobile Access Not Supported
Multi-Year Planning Not Supported
Risk Assessment Supported
Workflow Management Not Supported

Legal Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Supported
Contract Management Not Supported
Document Assembly Not Supported
Document Indexing Not Supported
Document Tagging Not Supported
Full Text Search Not Supported
Version Control Supported

Loan Origination Features

Amortization Schedule Not Supported
Audit Trail Supported
Closing Documents Supported
Compliance Management Supported
Customer Database Supported
Digital Signature Not Supported
Document Management Supported
Fee Management Not Supported
Loan Processing Not Supported
Online Application Supported

Mortgage and Loans Features

Amortization Schedule Not Supported
Client Database Supported
Closing Documents Supported
Commercial Mortgages Not Supported
Contact Management Supported
Credit Reporting Not Supported
Customer Statements Supported
Document Management Supported
Electronic Applications Supported
Government Loans Not Supported
Loan Origination Not Supported
Loan Servicing Supported
Pipeline Management Not Supported
Pre-Qualification Supported
Refinance Management Supported
Residential Mortgages Supported

Onboarding Features

Course Management Not Supported
Document Management Supported
E-Verify / I-9 Forms Supported
Electronic Forms Supported
Electronic Signature Not Supported
Employee Handbook Not Supported
Employee Portal Supported
File Management Supported
Job Description Management Not Supported
Orientation Management Not Supported
Self Service Portal Supported
Task Management Not Supported
Tax Forms Not Supported
Training Management Not Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Not Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Supported
Version Control Supported

File Sharing Features

Audit Trail Supported
Chat / Messaging Supported
Collaboration Supported
Document Management Supported
Drag & Drop Supported
Electronic Signature Supported
Encryption Supported
File Synchronization Not Supported
Search Supported
User Management Supported
Version Control Supported
Workflow Management Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Not Supported
Compliance Tracking Not Supported
Configurable Workflow Supported
Customizable Dashboard Not Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Not Supported
Workflow Configuration Supported

Archiving Features

Access Control Supported
Data Deduplication Not Supported
Document Management Supported
eDiscovery Not Supported
Email Archiving Supported
Multimedia Archiving Not Supported
Retention Management Supported
Storage Management Supported
Version Control Supported
Web Archiving Not Supported

Collaboration Features

Brainstorming Supported
Calendar Management Not Supported
Chat / Messaging Not Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Project Management Supported
Real Time Editing Supported
Task Management Supported
Version Control Supported
Video Conferencing Supported

Document Control Features

Archiving & Retention Supported
Automated Routing Supported
Change Management Supported
Compliance Management Supported
Electronic Signature Supported
Escalation Management Supported
Periodic Review Supported
Version Control Supported

Document Version Control Features

Access Controls/Permissions Supported
Approval Process Control Supported
Archiving & Retention Supported
Audit Trail Supported
Commenting / Notes Supported
Document Check-in / Check-out Supported
For Engineering Documents Supported
Revision History Supported
Version Comparison Supported
Version Rollback Supported

Integrations

Docusign Not Supported
Ellucian Banner Not Supported
Google Drive Not Supported
Microsoft 365 Not Supported
Microsoft OneDrive Not Supported
QuickBooks Online Not Supported
Salesforce Not Supported
Slack Supported
Stackreaction Supported
Zapier Supported

Integrations

Docusign Supported
Ellucian Banner Supported
Google Drive Supported
Microsoft 365 Supported
Microsoft OneDrive Supported
QuickBooks Online Supported
Salesforce Supported
Slack Not Supported
Stackreaction Not Supported
Zapier Not Supported
Claim Collect and update features and information
Claim Collect and update features and information
Claim PinPoint Document Management System and update features and information
Claim PinPoint Document Management System and update features and information