Collectizi icon
Collectizi icon

Collectizi

Collectizi helps businesses to collect and share in a seamless way, their clients documents. With our intuitive online solution, you and your teams can send client requests to collect everything you need, no matter where your clients are based.

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Cost / License

  • Subscription
  • Proprietary

Platforms

  • Online
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Features

  1.  Unlimited storage
  2.  Unlimited users
  3.  Human Resource Management
  4.  Integrated File Sharing
  5.  Integrated Search
  6.  Audit Trail
  7.  Onboarding
  8.  Direct Messaging
  9.  Document tracking
  10.  Productivity analysis

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Collectizi information

  • Developed by

    Collectizi

  • Licensing

    Proprietary and Commercial product.

  • Pricing

    Subscription ranging between $30 and $150 per month.

  • Alternatives

    18 alternatives listed

  • Badge

    Get an embeddable badge for Collectizi

  • Supported Languages

    • English

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File Sharing

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Our users have written 2 comments and reviews about Collectizi, and it has gotten 1 likes

Collectizi was added to AlternativeTo by RemovedUser on and this page was last updated .

Comments and Reviews

   
Pascal Duprelat
0

Collectizi is a great tool. I was looking for a saas application to replace our manual documents collection process. Collectizi helped us to improve the way we gather our customers' documents by providing useful features such as reminders. Our customers can send the required docs directly from their mobile phone wich had been one of their main requests for years. I'm missing the integration with our CRM :( Nevertheless, I can download all the files in one click and import them in our clients files.

RemovedUser

Hi! Thanks a lot for your review. Please make sure you share your feature requests through our Resources Center, we'll be more than happy to add it on our list of product updates. Happy collecting!

Review from a new or low-activity account — shown here, but not counted in the app rating.
Lisa Pernet
0

This app is a wonderful time saver! We've been one of the first customers using it as a pilot for our Summer school agency before switching to permanent users. I must admit that so far it's been a great addition to our list of productivity tools. The interface is very easy to understand by the team (I only work with contractors and they get up to speed pretty quickly on the tool), it works well for our clients and not only does it helps getting more clients but it also decreases the on-boarding time.

RemovedUser

Dear Lisa, Thanks a lot for your feedback! There are more features to come. Stay tuned!

Review from a new or low-activity account — shown here, but not counted in the app rating.

Official Links

What is Collectizi?

Collectizi is the best way to collect your clients documents. No more endless emails threads to get your clients to send you their information, we did the work so that you can concentrate on what's count. Our online solution allows you and your teams to send remotely, client requests with the list of documents you need and collect your clients documents wherever they are based.

It's a very simple, yet very powerful tool to save time, money and make a real difference for your customers: 1/Just create a request template in minutes or use one of our library 2/Send the request to your client with a single click, your client receives an email notification instantly 3/ Your client can send back to you the documents from their responsive, secured portal

Features our users love:

  • Send manuals reminders and if you don't we always send them automatically
  • Answer your clients questions directly from your dahsboard
  • Approve or deny the documents you receive with a note
  • Create custom-made requests with the Collectizi Dynamic Form™
  • Download in one-click all the documents and files on your computer
  • Share the request with one (or many) of your stakeholders

Collectizi suits your business needs, our clients are : -Web agencies -Brokers -Bankers -Operations managers -Lawyers -Schools & HR

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