Changelog

Growth & GTM — Late March 2026

Collate is no longer just a front desk — it's a full Go-To-Market engine. This release gives clinics and service businesses everything they need to attract leads, score them, convert them, and measure every step of the funnel.

Lead Engine

A scoring system that tells you which leads are hot, which are warming up, and which are cold — automatically.

Acquisition Funnel Analytics

See your entire funnel — from the first ad click to the paid appointment — in one view.

• Funnel templates— Pick from ready-made funnels (form-to-call, direct booking, form-to-payment, full journey) or build your own.
• Step-by-step drop-off— Know exactly where leads are falling out of your funnel.
• Attribution— Every lead is tied back to the UTM campaign, source, and medium that brought them in.
• Paid vs. organic split— Know what your ads are really worth.

Lead Sources

Collate now tracks lead sources automatically, so every client in your CRM carries their origin story.

Visitor Tracking

Drop a tiny snippet of code on your website and Collate starts seeing who's visiting, where from, and what they're doing — long before they ever fill out a form.

• One-click tracking install— Copy the snippet from your organization settings and paste it into your site. That's it.
• Campaign capture— Every campaign, source, and medium tag is captured automatically.
• Event tracking— Page views, time on page, clicks, and conversions all flow into your funnel analytics.

CTA Analytics

Find out which buttons, links, and calls-to-action are actually driving bookings.

• Impressions, clicks, conversions— For every CTA on every page.
• Click-through rates— See which CTAs are doing the work and which are dead weight.
• Best- and worst-performing CTAs— Sorted and ranked so you know what to double down on.

Forms

Build intake forms that feed straight into your CRM and your funnel analytics.

Link Pages

A branded bio/link page for your clinic — think “link in bio” but built for service businesses.

• Custom design— Themes, colors, fonts, and layout all configurable.
• Link items— Social handles, booking links, embedded forms, and YouTube Shorts.
• YouTube Shorts embeds— Show your latest videos directly on your link page.
• Link click analytics— Know which links get tapped, by how many people, and what their CTR is.
• Daily performance charts— Views, clicks, top-performing links over time.

Growth Dashboard

A single view that ties it all together: revenue, acquisition funnel, lead engine, forms, and link pages.

• Revenue metrics
• Collection rate & DSO
• Payment velocity
• Sankey pipeline chart

Collate Voice — March 2026

Collate Voice is here. Your clinic's phone line now has a tireless, always-on team member that answers calls, books appointments, reminds patients about upcoming visits, and hands off to your humans when it matters.

Voice AI Agents

A dedicated AI agent answers your phone around the clock — in your clinic's voice, with your clinic's knowledge.

• Always-on reception— Inbound calls are answered instantly, 24/7. No voicemail, no missed leads.
• Clinic-specific knowledge— Each agent is trained on your treatments, pricing, doctors, and policies. It only says what you'd say.
• Natural conversations— No scripted menus or “press 1 for…” trees. Patients just talk.
• Smart handoffs— If a caller needs a human, the agent forwards the call to the right person or takes a callback request.

Appointment Booking Over the Phone

• Live availability checks— The agent looks at your actual calendar in real time and only offers slots that are free.
• Alternative slots— If a patient's preferred time isn't available, the agent suggests the closest matches.
• Doctor matching— Patients can ask for a specific doctor by name. The agent handles spelling variations and name pronunciations across languages.
• Confirmation on the spot— Once the patient picks a slot, it lands on the clinic calendar immediately and the patient gets a confirmation.

Voice Agent Onboarding Wizard

Setting up your voice agent takes minutes, not days.

• Guided setup— A step-by-step wizard walks you through everything: picking a voice, entering clinic info, setting business hours.
• Website-powered training— Point the wizard at your website and Collate extracts your treatments, doctors, pricing, and brand voice automatically.
• Voice customization— Choose from a catalog of voices, preview them, and pick the one that fits your clinic.
• Business hours & quiet hours— Tell the agent when to answer live, when to take messages, and when to forward.

Voice Agent Panel on the Home Dashboard

• Daily call summary— Calls handled, bookings made, escalations, and missed calls.
• Trend charts— Call volume over time, broken down by hour, day, week, or month.
• Voice metrics— Answer rate, average call length, booking conversion rate.

CRM & Front Desk — February 2026

This release brings a major refresh to how clinics and service businesses manage their day-to-day front desk operations inside Collate. From the unified inbox to the CRM pipeline, everything your team touches to run the front of house has been sharpened.

Unified Communications Inbox

Your team no longer has to jump between tabs to catch up on client messages.

• Multi-platform threads— See every conversation with a client across every channel, in one place.
• Quick actions— Mark as read, archive, star, or move to trash without leaving the list view.
• Real-time updates— New messages appear instantly. No refresh needed.

Email: Gmail & Outlook, Side by Side

• Reply, forward, send— Full email composition right inside Collate.
• AI-assisted replies— Draft a reply in your own writing style with one click, in the tone you choose.
• Thread summaries— Long email threads are summarized so you can catch up in seconds.
• Attachments— View and download inline, without leaving the thread.

Contact Profiles

Click any sender, caller, or message contact to open their full profile — no matter which channel they came in through.

• Full history— Every email, call, message, and calendar event with that contact, in one scrollable timeline.
• AI contact summary— A short, always-up-to-date brief of who this person is and where you left off with them.
• One-click client creation— Turn any discovered contact into a full CRM client in a single click.
• Quotations & payments tab— See what they owe, what they've paid, and outstanding balances at a glance.

CRM Pipeline

A fully redesigned visual pipeline to track every lead and client through your sales stages.

• Drag-and-drop columns— Move clients between stages with a drag. Stages are fully customizable.
• Pipeline templates— Choose from ready-made templates (Generic, Aesthetic Classic, Aesthetic Membership, Aesthetic Treatment) or build your own.
• Tags & filters— Segment clients with tags; filter the board by channel, tag, or stage.
• Favorite clients— Star the ones you want to keep an eye on.

Calendar & Scheduling

• Google & Outlook calendars together— See all your appointments in one view, regardless of where they live.
• Month, week, and day views— Switch between layouts to match how you plan.
• Attendee context cards— Hover any attendee to see their contact profile and AI summary, so you walk into every meeting prepared.
• RSVP tracking— Know who's coming, who declined, and who hasn't answered yet.

Booking Links

Give clients a Calendly-style page to book themselves in — branded to your clinic.

• Custom availability windows— Set the hours you're open for bookings, with date-specific overrides.
• Intake fields— Collect whatever info you need at the time of booking (phone, notes, preferences).
• Confirmation emails— Automatically sent with calendar invites and meeting links.
• Booking analytics— See views, conversion rate, device breakdown, and drop-off points.

Quotations & Payments

• Send quotes directly from a client profile— With line items, recurring options, and due dates.
• Status tracking— Pending, Accepted, Rejected, Paid, Overdue, Cancelled — all visible at a glance.
• Payments against quotations— Record partial or full payments as they come in.
• Expenditure tracking— Log the costs associated with each quote to see real margin.

Clients & Tags

• Rich client records— Contact details, lead source, UTM data, pipeline stage, tags, and communication history in one place.
• Auto-discovered contacts— Collate surfaces people you've been emailing but never added as clients, with one-click conversion.
• Phonetic deduplication— Different spellings of the same name are caught and grouped, so you don't end up with duplicate client records.

Home Dashboard

A redesigned landing page that gives your team a daily pulse:

• Revenue metrics at the top
• Recent conversations across every channel
• Voice agent activity panel
• Quick access to today's appointments

Behind the Scenes

• Faster loading— The inbox and calendar load noticeably quicker, with smarter caching so repeat visits feel instant.
• Multi-organization support— Teams running multiple clinics or brands can switch between them without signing out.
• Role-based access— Owner, Admin, Manager, Member, and Viewer roles let you control who can see and do what.
• Dark mode everywhere— Including the inbox, calendar, and CRM pipeline.