ezyClients

Client Onboarding & Documents Collection Software

407 followers

Client Onboarding & Documents Collection Software

407 followers

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Note and writing apps

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Team collaboration software

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Customer support tools

Build intake forms, request documents & e-signature, autofill PDFs, automate reminders and more...

Free Options

Launch tags:Customer Success•SaaS•Business

Launch Team / Built With

LM-Kit OneThe Private AI Application Server

Promoted

Maker

📌

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. 🌐

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2yr ago

Maker

@gouthro Thank you for your support. Please send me a DM on LinkedIn so we can discuss more details.

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2yr ago

FuseBase

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?

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2yr ago

Maker

@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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2yr ago

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?

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2yr ago

Maker

@rene_nielsen_dk Thank you for the feedback, About GDPR working on it.

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2yr ago

@akmyrat Okay that sounds awesome! Congratulations on the launch

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2yr ago

ezyClients

Maker

@rene_nielsen_dk Thanks so much, would love to learn more about how you handle the KYC process currently!

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2yr ago

Outcome

@akmyrat killer launch! Curious.. does this compare to like an Adobe or a Docusign? or something a little different?

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2yr ago

Maker

@dzaitzow Yes, we are different, Thanks for your support.

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2yr ago

Outcome

@akmyrat are you able to elaborate?

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2yr ago

Maker

@dzaitzow Sure, We created four apps: File Sharing, eSignature, Form Creator, and PDF Filler. Using these apps, you can create workflows. All these apps are connected within one workflow, which gives you the opportunity to, for example, automatically fill a PDF with information provided by clients.

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2yr ago

Outcome

@akmyrat Got it! Thanks so much for giving this level of insight - I am sure it will be valuable for others who are in the thread poking around!

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2yr ago

ToyPal

gratz on the launch, very cool product, can we import our csv list? also can we customize the date for each client? (name, mobile, ...) good job by you and your team, good luck today

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2yr ago

Maker

@m4jiz Thanks Majid, yes you can customize all clients data, we don't have CSV import as a feature, but I will import all your clients. Let me know.

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2yr ago

Looks great with a nice interface. Who is the ideal customer for you? Is it agencies and freelancers?

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2yr ago

Maker

@derkolstad Thank you, companies who deal with documents.

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2yr ago

Zennbox

Hey Akmyrat!! It's very evident that a lot of effort has been put for ezyClients. I really liked the landing page, the UI is so clean and smooth. Congratulations and best of luck for your launch.

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2yr ago

Maker

@bhu_1 Thank you

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2yr ago

ezyClients

Maker

@bhu_1 Thanks so much for the positive feedback!

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2yr ago

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