Collectizi Document collection made easy

Collectizi

Document collection made easy...


Description

Collectizi is a smart online tool allowing businesses all around the world to collect and share their clients documents seamlessly
We help business owners, startups, web agencies, lawyers, brokers and more to get the most out of their customer relationship by auto-piloting the process of documents collection. 
No need to chase clients to gather their information, no need to store piles of documents in the office, no more endless emails threads... with Collectizi, everything is in one place.

Be more organized, save time and money and delight your customers with a professional, easy-to-use and safer solution.

Ready to supercharge your business productivity?
Join us, it's free to try for 15 days!


Technology

Our web-based service is very easy to use:
1- You create request templates with the list of everything you need to collect
2- You send them directly to your clients emails
3- Your clients can send you back the required documents from their secure online portal

We do all the hard work so you can concentrate on what's count for your business and close deals faster.

Features our users love
-Automatic reminders until you get all the required documents
-Integrated messaging feature to communicate easily with your clients 
-Unlimited requests templates based on your business need and verticales
-Ability to approve or deny the document with a note
-Smart clients lists allowing you to create specific requests based on your client's personal situation
-Responsive online portal for your clients, so they can take action whatever device they use
-and more


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