Securely share, update resume & organize your hiring spreadsheet with your recruiters Securely share, allocate work & track your customer claim spreadsheet with your agents Securely share, assign leads & act on your customer enquiry spreadsheet with your sales guys
WHY YOU NEED IT

Here’s why your team needs CollateBox

Better Control

Now select and share partial views of your spreadsheet from within CollateBox for other team members to update records from anywhere.

Lesser Pain

No more copying selected records, pasting in new sheet and emailing spreadsheets to get updates. CollateBox lets you create views & automatically collate all updates from team members.

Streamline Workflow

With CollateBox you can setup processes that help you maintain a systematic workflow without being ad hoc and keep your data organized.
Example: Open task view vs closed task view for selected team members to act upon.

Collaborate Effectively

View instant notifications and summaries on every record of your data with the added ability to comment and add attachments.
HOW IT WORKS

Bring in your list

CollateBox creates a new data list for you to share and work on. This is your master list.

Create a view

Sort, filter, hide columns, or apply keyword filters to create views of your data.

Share the view

Send the view to your team member to work on. Any changes made on the shared view are automatically updated in your master list.
TRY FOR FREE
FEATURES

Like what you see? Give it a try

We'll mail your 15 day FREE account details right away.
VIEW PRICING
By clicking you agree to the Terms of Service, Privacy and Refund policies

Accolades