ezyClients revolutionizes client onboarding and document collection by streamlining submissions and eliminating email follow-ups. Its customizable workflows and auto-completion of PDFs enhance efficiency for businesses and improve client experience. A must-have tool for optimizing onboarding processes!
Hey hey Product Hunt community! 🚀
Akmyrat here, CEO & co-founder of ezyClients. I'm thrilled to announce that after 6 months of hard work, we're finally launching ezyClients! 🎉
What is ezyClients? 🤔
ezyClients is an all-in-one client onboarding and document collection platform.
What problem do we solve? 🛠️
We streamline the document collection process, eliminating the hassle of email follow-ups and status checks. ezyClients helps you collect all necessary documents and automatically reminds clients about required submissions. Our platform even allows you to automatically complete PDFs based on client information. You just need to approve or request updates. No more digging through emails—everything is in one place. Simplify document collection and enhance your customer experience. 📂📧✨
Who is this solution for? 🏢
Companies that need to collect documents and information from clients.
How does ezyClients work? ⚙️
The main feature of ezyClients is its workflows. You can create your own workflows to communicate with clients. You can share files, create forms and upload requests, collect e-signatures, and autocomplete PDF forms. You can also use our ready-to-go workflow templates and adjust them to your needs. Once you've created a workflow, you can use it for every client. 📝🔄📨
We're excited to launch! If you have any questions, don't hesitate to reach out to me on any platform. 🌐
This looks really nice.
We do KYC as a part of our business flow, this looks really like a better UI/overview than the one we use.
How do you deal with GDPR and european data laws?
Heeey guys! congrats on the launch day, seems like the product is great optimizer for onboarding, will check this out! what are our next priorities in features?
@kate_ramakaieva Thank you. We have a loooong list of feedback from our current customers. Our current priority in terms of features is the integration with monday.com and HubSpot.
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