Collate unifies clinic operations by streamlining pre and post op workflows, enriching customer profiles, centralizing all communication, and powering teams with agentic automation. It delivers instant insights, smart prioritization, and performance tracking, unlocking true potential of your back office.
Instagram
Facebook
WhatsApp
TikTok
Google
Microsoft
ZoomTeams plug Collate into their stack to orchestrate repetitive work, close loops faster, and keep leadership updated automatically.
Single channel for patient outreach across every platform.
Pre and post-op management with a clinic specialized CRM.
Automate follow-ups, routing, and performance tracking.
Collate connects your essential tools so your teams can work across the platforms they already use.
Sync Docs, Drive, Calendar, and Gmail in seconds.
Connect Outlook, SharePoint, and Teams for end-to-end visibility.
Log recordings, transcripts, and action items automatically.
Stay on top of DMs, mentions, and comments without leaving Collate.
Coordinate Page inboxes, posts, and leads next to your projects.
Let agents triage chats and trigger workflows straight from WhatsApp.
Capture TikTok comments and messages so campaigns move quickly.
Sync Docs, Drive, Calendar, and Gmail in seconds.
Connect Outlook, SharePoint, and Teams for end-to-end visibility.
Log recordings, transcripts, and action items automatically.
Stay on top of DMs, mentions, and comments without leaving Collate.
Coordinate Page inboxes, posts, and leads next to your projects.
Let agents triage chats and trigger workflows straight from WhatsApp.
Start free. Upgrade when your team is ready to level up.
For small teams getting started.
For growing teams needing deeper automation.
Answers to the most common questions about Collate.
Collate encrypts data in transit and at rest, follows SOC 2–aligned practices, and provides granular access controls so you maintain compliance and oversight.
Yes. Collate integrates with Instagram, Facebook, WhatsApp, TikTok, Google Workspace, Microsoft 365, Zoom, and more.
Most teams connect their core tools in under an hour. Collate syncs historical context immediately so agents can start contributing within days. You can receive professional support from the Collate onboarding team.
No. Collate’s agent designer lets operations, product, and GTM teams build workflows with approvals, triggers, and guardrails—without writing code.
