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GatherMonk

gathermonk.com

From $23/mo Free trial WebBrowser extension
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Spec score 8.6 #1 of 17 in Client Onboarding Software

What it is

GatherMonk collects documents, forms, files, information and signatures from people outside an organization through structured requests. Requests can include checklists, uploads, e-signatures, reminders, submission tracking and approval or rejection. Branded Client Portals provide passwordless email-link access to requests and guides. Built-in forms support uploads and signatures and can be embedded on websites. Transfers share files through secure links with open tracking, and the maker says there are no file-size limits. A Chrome Plugin works across Chrome tabs, including HubSpot, Salesforce, Gmail and Outlook, without API setup or configuration. GatherMonk states that data is encrypted at rest and in transit and that the service is GDPR compliant; users can export or permanently delete data. It targets legal, accounting, HR, events, agencies and other professional services. Paid plans include a 14-day trial with no credit card, but no permanent free plan. Pricing starts at $29/mo.

Spec sheet

What it does
GatherMonk is a SaaS platform for collecting documents, files, forms, signatures and other information from external people through structured requests, reminders, approvals and portals.Read 15 Oct 2026 · gathermonk.com
Purpose
GatherMonk collects documents, forms, files, information, and signatures from people outside an organization using structured requests, reminders, review workflows, and branded portals.Read 8 Oct 2026 · gathermonk.com
Intended users
The maker presents GatherMonk for teams in legal, accounting, HR, events, agencies, and other professional services that collect information or documents from clients and partners.Read 8 Oct 2026 · gathermonk.com
Trial
Paid plans include a 14-day free trial with no credit card required; the maker says there is no permanent free plan.Read 8 Oct 2026 · gathermonk.com
Integrations
Official terms identify Stripe, Microsoft Azure Communication Services and Amazon Web Services as integrated third-party services; other business-tool integrations may be subscriber initiated.Read 15 Oct 2026 · dev-website.gathermonk.com
Security
The DPA specifies TLS 1.2 or higher in transit, AES-256 encryption at rest, role-based access controls, OTP authentication and OWASP-oriented vulnerability management.Read 15 Oct 2026 · dev-website.gathermonk.com
Compliance
GatherMonk states GDPR, UK GDPR, DPDPA and CCPA compliance in its privacy policy.Read 15 Oct 2026 · gathermonk.com
Support
The pricing page says every plan includes email and live chat support with a real person.Read 8 Oct 2026 · gathermonk.com
Headquarters
The terms give the legal address as 14/21 Desigar Street, Vadapalani, Chennai 600026, Tamil Nadu, India.Read 15 Oct 2026 · dev-website.gathermonk.com
API and SDKs
The Chrome-plugin documentation explicitly says no API configuration is required; no public API or SDK is described on the cited official pages.Read 15 Oct 2026 · gathermonk.com
Approval workflow
Users can approve, reject or request changes on submitted items, with notifications to clients.Read 15 Oct 2026 · gathermonk.com
Automated reminders
Reminder sequences continue until a submission is complete and stop when the client submits.Read 15 Oct 2026 · gathermonk.com
Chrome extension
The extension provides a browser sidebar for viewing requests, sending invitations and copying form links from any Chrome tab.Read 15 Oct 2026 · gathermonk.com
Chrome extension data handling
The Chrome listing says the extension handles personally identifiable information and authentication information and declares that data is not sold to third parties.Read 15 Oct 2026 · chromewebstore.google.com
Chrome extension size
The extension package size was listed as 144 KiB.Read 15 Oct 2026 · chromewebstore.google.com
Chrome extension update
The listing reported an update on June 18, 2026.Read 15 Oct 2026 · chromewebstore.google.com
Chrome extension version
The listed extension version was 1.0.1.Read 15 Oct 2026 · chromewebstore.google.com
Chrome publisher status
The Chrome listing identifies the developer as a non-trader and links the publisher website to hexafair.com.Read 15 Oct 2026 · chromewebstore.google.com
Chrome Web Store users
The Chrome Web Store listing showed 8 users when opened.Read 15 Oct 2026 · chromewebstore.google.com
Client portal
Client Portals provide branded workspaces where clients access requests and guides with passwordless email-link login.Read 8 Oct 2026 · gathermonk.com
Client portals
Each client can receive a branded persistent workspace with passwordless one-time-code login, requests, guides and FAQs.Read 15 Oct 2026 · gathermonk.com
Company legal form
The privacy policy identifies GatherMonk as an Indian proprietorship registered in Chennai, India.Read 15 Oct 2026 · gathermonk.com
Data controls
GatherMonk says users can export or permanently delete their data, and that a Data Processing Agreement is available on request.Read 8 Oct 2026 · gathermonk.com
Data deletion
After cancellation, subscribers receive a 30-day export window, after which client data is permanently deleted subject to legal retention requirements.Read 15 Oct 2026 · dev-website.gathermonk.com
Data residency
The DPA says primary infrastructure is Microsoft Azure East US, with some AWS storage and email processing in the United States.Read 15 Oct 2026 · dev-website.gathermonk.com
Documentation and support
Pricing promises email and live-chat support with a real person on every plan; the site does not present a public developer documentation set.Read 15 Oct 2026 · dev-website.gathermonk.com
Forms
The built-in forms support public access without login, conditional logic, file uploads, embedding and CSV export.Read 15 Oct 2026 · dev-website.gathermonk.com
Founder
The about page names Rajaram Sankaralingam as founder of GatherMonk and CromaPages and says he is based in India.Read 15 Oct 2026 · gathermonk.com
Licence
GatherMonk retains intellectual-property rights in the platform, software, source code, trademarks and documentation, indicating proprietary software.Read 15 Oct 2026 · dev-website.gathermonk.com
Limit: browser dependency
The Chrome plugin requires Chrome and works at browser level rather than providing native CRM integrations or API connections.Read 15 Oct 2026 · gathermonk.com
Limit: no permanent free tier
The FAQ says there is no permanent free plan; access is through paid plans with a 14-day trial.Read 15 Oct 2026 · gathermonk.com
Limit: security warranty
The terms state that GatherMonk does not guarantee the platform will be immune from all security threats.Read 15 Oct 2026 · dev-website.gathermonk.com
Notable limits
Starter includes one team seat and one client portal, while Business includes five seats and ten portals; the pricing page lists higher-volume needs under Custom.Read 8 Oct 2026 · gathermonk.com
Notable news
The company announced its Chrome Plugin on June 1, 2026.Read 15 Oct 2026 · gathermonk.com
Parent platform
GatherMonk says it was developed by the team behind CromaPages, which serves customers in the UK, US and Europe.Read 15 Oct 2026 · gathermonk.com
Praise: automation
The company’s customer quotations repeatedly praise automatic reminders for reducing manual follow-up and speeding collection.Read 15 Oct 2026 · gathermonk.com
Praise: portal
Customer quotations repeatedly praise having one branded portal where clients can find requests and avoid resend-link messages.Read 15 Oct 2026 · gathermonk.com
Rating on Chrome Web Store
0 out of 5 from 0 ratings (the listing says no ratings).Read 15 Oct 2026 · chromewebstore.google.com
Requests
Requests are structured tasks containing questions, uploads or signatures, with item-level submission tracking and approval decisions.Read 15 Oct 2026 · gathermonk.com
Self-hosting
The service is delivered through app.gathermonk.com and its terms describe GatherMonk-hosted infrastructure, with no self-hosting option stated.Read 15 Oct 2026 · dev-website.gathermonk.com
System access
Clients do not need a GatherMonk account or app; request recipients use email links and portal users use one-time codes.Read 15 Oct 2026 · gathermonk.com
Templates
The company advertises more than 1,000 ready-made templates and a library growing toward 5,000 templates.Read 15 Oct 2026 · gathermonk.com
Transfers
Transfers send files through secure links with open and download tracking; password protection and expiry are available on Professional and Business.Read 15 Oct 2026 · dev-website.gathermonk.com
Uptime claim
The pricing page advertises 99.9% uptime backed by redundant AWS infrastructure.Read 15 Oct 2026 · dev-website.gathermonk.com

Plans and prices

Starter $29 a month billed monthly 1 seat · 10 GB storage · 10 active requests · 1 portal · up to 50 clients per portal · 5 active forms · 10 active transfers Read 8 Oct 2026 · gathermonk.com
Starter $29 a month billed monthly 1 seat · 10 GB storage · 10 active requests · 1 portal · 50 clients per portal · 5 active forms · 10 active transfers Read 15 Oct 2026 · dev-website.gathermonk.com
Professional $79 a month billed monthly 3 seats · 75 GB storage · 50 active requests · 3 portals · 25 active forms · 50 active transfers · portal analytics · password protection and expiry Read 15 Oct 2026 · dev-website.gathermonk.com
Professional $79 a month billed monthly 3 seats · 75 GB storage · 50 active requests · 3 portals Read 8 Oct 2026 · gathermonk.com
Business $149 a month billed monthly 5 seats · 150 GB storage · 150 active requests · 10 portals · unlimited active forms · 150 active transfers · form analytics Read 15 Oct 2026 · dev-website.gathermonk.com
Business $149 a month billed monthly 5 seats · 150 GB storage · 150 active requests · 10 portals · unlimited active forms · 150 active transfers Read 8 Oct 2026 · gathermonk.com
Starter $276 a year annual billing; $276/yr Annual billing saves 20% versus monthly Read 8 Oct 2026 · gathermonk.com
Professional $756 a year annual billing; $756/yr Annual billing saves 20% versus monthly Read 8 Oct 2026 · gathermonk.com
Business $1,428 a year annual billing; $1,428/yr Annual billing saves 20% versus monthly Read 8 Oct 2026 · gathermonk.com
Custom Priced on request 250–1,000+ active requests per month · 500 or 1,000 portals · custom storage and seats · white-label domain · dedicated onboarding Read 15 Oct 2026 · dev-website.gathermonk.com

Every GatherMonk plan and price →

Strong points and limits

Strong points

  • Structured requests with checklists and approvals
  • Branded portals with passwordless login
  • Secure links with open tracking
  • Embedded forms support uploads and signatures
  • No file-size limits stated for Transfers

Limits

  • No permanent free plan
  • Starter includes one team seat
  • Starter includes one client portal
  • Higher-volume needs require Custom pricing

Who it suits

It suits professional-service teams collecting client or partner information, documents and signatures. Legal, accounting, HR, events and agency teams are specifically identified.

Verdict

GatherMonk focuses on external collection workflows, combining requests, portals, forms and tracked file transfers. A 14-day trial is available, while listed annual plans cover Starter through Business and higher-volume Custom use.

Where Specifiction places it

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