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 More Info »
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
