Introduction
What is Collate?
Collate is an all-in-one clinic management platform that brings your patient communications, scheduling, and operations into a single place. Whether you run a solo practice or a multi-location clinic, Collate helps you stay organized and responsive without juggling dozens of tools.
Who is it for?
Collate is designed for healthcare clinics of all sizes — dental offices, medical spas, physiotherapy practices, veterinary clinics, and more. If your business relies on appointments and patient communication, Collate is built for you.
Key Features
Dashboard
Real-time overview of appointments, messages, and key metrics.
Calendar & Booking
Synced calendar with public booking links for patients.
Client CRM
Full contact profiles with visit history, notes, tags, and communication logs.
Unified Inbox
Email, phone, WhatsApp, Instagram, and SMS in one place.
Voice Agent
AI-powered phone receptionist that answers calls and books appointments 24/7.
Growth Analytics
Go-to-market funnel tracking, lead scoring, and attribution.
Financial Management
Quotations, invoicing, and payment tracking.
Knowledge Base
Document library with AI-powered Q&A for your team and voice agent.
Last updated on March 18, 2026