Collectizi

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What is Collectizi?

Collectizi is the best way to collect, approve and share your clients' documents. Stop chasing for clients' documents and get them to closing faster today.

Collectizi is a cloud-based business platform (SaaS) that empowers modern business owners and teams around the world to streamline their closing workflows. Our app combines the features of emails, line items document upload and Cloud in a single place.

Through a smart and easy-to-use interface, world-class teams can accelerate their document collection processes and remove customers frictions.

The main strength of Collectizi is its user-oriented approach. Not as sectors specialists but as entrepreneurs themselves, Collectizi's founders have outlined the objective to offer a product designed for all businesses and their clients.

Our platform helps teams attain higher levels of productivity and efficiency by following better execution standards as part of their documents collection process.

From startups to large enterprises, from simple document collection and management to complex multi-stakeholder workflows, Collectizi is ideal for any entity needing to collect their clients' documents in a more professional and effective way.


collectizi.com


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  • Collectizi

Collectizi Product Overview


Languages Supported: English

Governance, Risk & Compliance (GRC) Software Buyer Guide 2022

Product recommendations, vendor rankings, market overview and tips on how to select Governance, Risk & Compliance (GRC) software for business. Published in December 2022.

Governance, Risk and Compliance (GRC) software is used for audit management, evidence management, automated reporting, exporting and archiving of compliance and risk related data. This type of software increases efficiency in dealing with regulatory require...

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Collectizi Features

  • 2-Factor Authentication
  • Analytics
  • API
  • Billing/Invoicing
  • Budgeting
  • Chat
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Document Comparison
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • History/Version Control
  • Multi-Currency
  • Multi-User
  • Notifications
  • Password & Access Management
  • Payment Processor
  • Project Management
  • Estimates / Quotes
  • Financial Analysis
  • Report & Compliance
  • Audit Management
  • Risk Assessment
  • Incident Management
  • Policy Management
  • Threat Detection
  • Dashboards
  • Status Notifications
Collectizi Pricing

Collectizi Pricing Plans

Community

$30.00
1 user(s) / month
  • Up to 20 Clients Requests
  • Unlimited Storage
  • Unlimited Templates
  • Unlimited Team Members

Essential

$70.00
1 user(s) / month
  • Unlimited Team Members
  • Up to 200 Client Requests
  • Unlimited Storage
  • Unlimited Templates

Enterprise

$150.00
1 user(s) / month
  • Up to 500 Client Requests

Plans starting from: $30.00/month Credit card required: Yes

Collectizi FAQs

What is Collectizi generally used for?

Collectizi is a document collection and management web-app for any business needing to autopilot the process for their clients.

Our company is registered in France and crafted by French Geeky artisans (former Managers at well-known US Tech companies in Paris) for Small Business owners all around the globe.

With Collectizi you can cut the hassle of chasing clients for their documents or files. No more endless email threads, no more lost files or delay in the process.

You get to be more organized, efficient & confident about your daily operations while empowering your team at the same time.

The beauty of Collectizi is that it works for every kind of business as soon as you need to collect documents or files from your clients in a professional way.

Does Collectizi offer an API?

Yes, as part of the enterprise plan.

Does Collectizi offer multi-user capability (e.g. teams)?

Yes.

Does Collectizi offer guides, tutorials and or customer support?

Yes. Go to the website and click on Knowledge Center in the footer.

What platforms does Collectizi support?

Collectizi is a web app. You can log into your Collectizi account from a computer, a laptop or a tablet. Your client can either access their client portal through the same devices or their mobile phone.

Who are the main user groups of Collectizi?

Collectizi is the best way to collect, approve and share clients documents for those who need to gather information from their clients as part of their business activity.

It works for any type of business, no matter your activity or your size. Here are some examples of clients we have:

  • Web agencies
  • Mortgage & Insurance Brokers
  • Lawyers
  • Notary public
  • Freelancers
  • Startups
  • Real Estate agencies
  • Banking & Insurance
  • Schools & HR
  • Professional services
  • and more

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