ezyClients

ezyClients

Client Onboarding & Documents Collection Software

5.0
โ€ข4 reviewsโ€ข

405 followers

Build intake forms, request documents & e-signature, autofill PDFs, automate reminders and more...
ezyClients gallery image
ezyClients gallery image
ezyClients gallery image
ezyClients gallery image
Free Options
Launch tags:
Customer Successโ€ขSaaSโ€ขBusiness
Launch Team / Built With

What do you think? โ€ฆ

Akmyrat Kadyrov
Hey hey Product Hunt community! ๐Ÿš€ Akmyrat here, CEO & co-founder of ezyClients. I'm thrilled to announce that after 6 months of hard work, we're finally launching ezyClients! ๐ŸŽ‰ What is ezyClients? ๐Ÿค” ezyClients is an all-in-one client onboarding and document collection platform. What problem do we solve? ๐Ÿ› ๏ธ 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 emailsโ€”everything is in one place. Simplify document collection and enhance your customer experience. ๐Ÿ“‚๐Ÿ“งโœจ Who is this solution for? ๐Ÿข Companies that need to collect documents and information from clients. How does ezyClients work? โš™๏ธ 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. ๐Ÿ“๐Ÿ”„๐Ÿ“จ We're excited to launch! If you have any questions, don't hesitate to reach out to me on any platform. ๐ŸŒ
Akmyrat Kadyrov
@gouthro Thank you for your support. Please send me a DM on LinkedIn so we can discuss more details.
Renรฉ N
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?
Akmyrat Kadyrov
@rene_nielsen_dk Thank you for the feedback, About GDPR working on it.
Renรฉ N
@akmyrat Okay that sounds awesome! Congratulations on the launch
Fabian Lindner
@rene_nielsen_dk Thanks so much, would love to learn more about how you handle the KYC process currently!
Kate Ramakaieva
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?
Akmyrat Kadyrov
@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.