See Collate's Latest Case Study

Know What's Driving Your Growth

Collate connects your marketing channels to actual patient revenue — so you see exactly which channels convert and where to invest next.

Every plan includes:

  • Real-time marketing ROI and revenue attribution
  • Channel performance dashboards and cost-per-patient tracking
  • Multi-channel attribution and funnel visibility
  • AI voice agent for 24/7 patient scheduling
  • Hands-on onboarding and dedicated support

Stop guessing. Start measuring what matters.

How We Compare

Collate vs. spreadsheets and generic clinic software

✓ Fully supported~ Partial / limited✗ Not available
Marketing ROI & revenue attribution
✓CollateChannel → patient revenue
✗In-House / ManualSpreadsheets & guesswork
✗Other AINot included
Full-funnel conversion tracking
✓CollateClick to collected payment
✗In-House / ManualNo attribution
~Other AITop-of-funnel only
Cost-per-patient by channel
✓CollateReal-time dashboards
✗In-House / ManualNo visibility
✗Other AINot included
AI voice agent for scheduling
✓Collate24/7, human-like calls
✗In-House / ManualBusiness hours only
~Other AIScripted responses
Automated reminders & no-show recovery
✓CollateReminders + waitlist backfill
✗In-House / ManualManual phone follow-up
~Other AIBasic reminders only
Direct access to founders
✓CollateGroup chat with founders, 24/7
✗In-House / ManualNo vendor relationship
✗Other AIGeneric support tickets
30-day money back guarantee
✓CollateRisk-free trial
✗In-House / ManualSunk cost
✗Other AINo refund policy
No required commitment
✓CollateCancel anytime
~In-House / ManualStaff contracts
✗Other AIAnnual lock-in

Start Using Collate

Connect your channels, see what converts, and scale what works.

Today

Connect Your Channels

Link your marketing channels, activate tracking, and see your first attribution data

  • Connect your marketing channels in a few clicks
  • Activate the AI voice agent to capture inbound calls alongside your digital channels
  • Start seeing real-time visitor and conversion data immediately
Tomorrow

Full Funnel Visibility

See where patients come from and where they drop off

  • Multi-channel attribution shows which channels actually convert to appointments
  • Patient journey tracked from first click to booked appointment
  • AI voice agent captures and books the leads your website misses
Next Week

Optimize and Scale

Use data to cut waste and double down on what works

  • ROI metrics per channel guide your budget allocation
  • Conversion rate improvements compound across the entire funnel
  • Clear dashboard keeps your team aligned on growth

FAQ

Common questions about Collate, answered.