Collectizi

Collectizi

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What is Collectizi?

Collectizi makes it much easier for teams and small businesses to streamline their document collection process.

From a single dashboard user can request, collect, approve and share their clients, suppliers, candidates or coworkers list of required documents.

The integrated messaging feature allows them to easily reply to all their recipients questions from a single place.

Auto reminders are another productivity feature that helps tremendously all users to automate and scale their document collection process without picking the phone.

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Collectizi Key Features

line item display

cloud storage

team collaboration

file request

file sharing

audit trail

history versioning

secure client portal

application form

What is Collectizi?


Collectizi Product Details

HOW DOES IT WORK?

  1. Create de request template or have your Collectizi virtual assistant do this for you
  2. Create a client request or share it with anyone through your preferred channel
  3. Start collecting the required list of documents or files

14-day free trial


Collectizi Free Trial Information

14-Day Free trial and early access program (Up to 1 year free) https://bit.ly/2GwtSOz


Collectizi Pricing

COMMUNITY

Perfect if you are a Single-owner business or freelance.

It costs $30/month and allows you to send up to 20 client requests monthly.

ESSENTIAL

Perfect if you are a Small business, a startup with a team.

It costs $70/month and allows to send up to 200 requests monthly.

ENTERPRISE

Perfect if you are the Operations manager or managing of bigger teams.

It costs $150/month and allows to send up to 500 requests monthly.

Note that there is no cost for the storage, no limit in terms of users and all your requests and emails are branded no matter the plan you choose!


Countries Collectizi Services Available In

Globally available for: Mortgage Brokers Loan originators Independent brokers Ops managers HR representative Insurance claim handlers And many more


Collectizi Support & Customer Service

24/7 Customer support Chat, email, phone Knowledge center


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This page was last updated 04 April 2018 23:48