Productivity · Lifetime deal
CollectBreeze
Collect client documents through a no login portal with automatic reminders and approvals.
CollectBreeze at a glance
- Platform
- Web
- Upgrades
- The page says up to 5 codes can be stacked.
- Support
- Email support and a Help Center.
- Note
- All visible plans are marked as expired on the DealMirror page.
Our take
Is CollectBreeze worth buying?
Based on the DealMirror listing, CollectBreeze is a focused client document collection tool with four plans that step up active requests, users and storage. The page marks all visible plans as expired, so availability comes first. Check whether completed requests stop counting against your active limit, as the page says.
Good fit if
- You chase clients for documents on a regular basis.
- You want clients to upload without accounts.
- You want reminders sent from your own email address.
Skip it if
- You need the deal available now, as plans show expired.
- You run many requests at once on the lower plans.
- You need a full client portal with billing and projects.
Which CollectBreeze plan do you need?
Prices in USD, excluding tax.
| Plan A | Plan B | Plan C | Plan D | |
|---|---|---|---|---|
| Active requests | 20 | 35 | 50 | 100 |
| Users | 1 | 2 | 5 | 10 |
| Storage | 20 GB | 35 GB | 50 GB | 80 GB |
| Clients | Unlimited | Unlimited | Unlimited | Unlimited |
| Custom branding | Not listed on this plan | Not listed on this plan | Included | Included, plus branded links |
Before you buy: DealMirror's terms and extra costs
- Refund. DealMirror lists 30 days for regular buyers and 60 days for DealMirror Prime members.
- Redeem. Redeem your code within 60 days of purchase.
- Upgrades. The page says up to 5 codes can be stacked.
- Support. Email support and a Help Center.
- Note. All visible plans are marked as expired on the DealMirror page.
What is CollectBreeze?
CollectBreeze collects documents from clients through a checklist and a private portal that needs no login. Clients upload files, progress auto saves, and you approve or reject each response. It sends automatic reminders from your own email address, exports to Google Drive and Dropbox, and supports custom branding on higher plans. The DealMirror page now shows all plans as expired.
What CollectBreeze says it does
- Clients upload without creating an account or logging in
- Automatic reminders from your own email address using your templates
- Response approval system with one click approve or reject
- Real time virus and malware scanning and audit logs (CollectBreeze's figure)
- Interface and client messages in 9 languages (CollectBreeze's figure)
Why CollectBreeze
Collecting tax forms, intake documents or creative assets by email is slow and messy. CollectBreeze gives clients one checklist and chases the missing items for you. Plans cap how many requests can be active at once, though completed requests stop counting, and the page now shows the deal as expired.
How does CollectBreeze work?
Redeem your code
Redeem the DealMirror code within 60 days of purchase.
Build a checklist
Use the drag and drop editor or a pre made template.
Send the request
Clients open a private link and upload without logging in.
Chase automatically
Reminders go out from your own email address.
Approve and export
Approve or reject responses and export files to Drive or Dropbox.
Then it handles:
- Document request checklists
- Client uploads without accounts
- Automatic email reminders
- Approving or rejecting responses
- Exporting to Google Drive and Dropbox
- Branded portals and links
- Audit logs
Who is CollectBreeze for?
Built for
- Accountants and bookkeepers collecting client documents
- Lawyers and brokers gathering intake paperwork
- Agencies collecting client assets and briefs
Not for
- Anyone who needs the deal available today, since all plans show expired
- Teams that need many active requests on the lower plans
What is included in CollectBreeze?
Collecting
- No login client portal progress auto saves
- Drag and drop editor
- Pre made templates
- Response approval
Reminders and branding
- Automatic reminders from your own email address
- Custom branding
- Branded links
- Multilingual 9 languages
Security and integrations
- Encryption at rest and in transit
- Virus and malware scanning
- Audit logs
- Google Drive, Dropbox, webhooks
Video review
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Add to your workspaceCollectBreeze questions
What is CollectBreeze?
Document collection software. You send a checklist and clients upload through a private portal without an account.
Is the deal still available?
The DealMirror page marks all visible plans as expired. Confirm before relying on it.
What limits apply?
Basic lists 20 active requests, 1 user and 20 GB. Essential lists 35, 2 and 35 GB. Professional lists 50, 5 and 50 GB. Completed requests stop counting as active.
Can I use my own branding?
The page lists custom branding and branded links across the deal. Earlier plan listings showed branding only on higher plans, so confirm for your plan.
Which integrations exist?
Google Drive, Dropbox and webhooks are listed, and the description also mentions Zapier.
What is the refund policy?
DealMirror lists 30 days, or 60 days for DealMirror Prime members. Redeem within 60 days.
Often compared with
These are other tools in the same space, not deals on GrabLTD.
- FileInvite
- SmartVault
- Content Snare
- Dropbox
- Google Drive
Sources
Checked . Prices and terms on this page come from:
