The best way to collect clients documents

Create requests templates in minutes, send them to your clients by email and gather all your clients documents in the blink of an eye.

Try us now for free

Document collection made easy

1. Send a client request
Create a form template in your dashboard and send it as a request via email, to your clients.
2. Collect client documents
Your clients can send you back very easily, all required documents, from their computer or their smartphone.
3. Review and accept
You get notified when a document is uploaded by your client. Review, download or deny it in a few clicks.

Exactly what your clients want

No more needless emails threads or time wasted keeping up with your requests.
Your client request is customizable to your clients situation and they can talk to you all-in-one place.

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Collect clients documents remotely

Stop chasing your clients for their documents. We do the work so that you can focus on what's count.

A time saver

Close your deals faster. Collect and manage all your requests from one single dashboard.

Happy customers

Make a difference by using a digital and eco-friendly tool to manage your customers onboardings.

Save money. Seriously

Storage has a cost. Save money with a digital solution that better suits your business needs.

We mean business

Collectizi is the solution every business needs.
We offer an intuitive and smart way to collect, manage and share clients documents. Anytime, anywhere.


Mortgage brokers
Focus on providing best advice

Banking & Insurance
Streamline Complex Workflows

HR & Schools
Onboard more candidates faster

Web agencies
Facilitate your team operations

Get started!

Corporates
Save up to 40% of your time

Meet some of our satisfied customers

Collectizi solves operational issues by allowing us to speed up the collection from hundred of clients, across different countries, using a single interface.

Veronika H.

Operations manager

We usually gather documents from vendors as part of tender procedures. Collectizi allows us to better track and manage each and every relationship in a timely manner.

Romain S.

Architect

Our small team uses Collectizi to kick off and manage loans approval processes. That's much easier than emails which I don't find particularly reliable. Thanks!

Shirley W.

Business owner

No frictions, just happy customers

Supercharge your business.

Try us now for free
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