ezyClients

Client Onboarding & Documents Collection Software

403 followers

Client Onboarding & Documents Collection Software

403 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

Auth0 — Start building with Auth0 for AI Agents, now generally available.

Start building with Auth0 for AI Agents, now generally available.

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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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1yr 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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1yr 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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1yr ago

Maker

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

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1yr ago

@akmyrat Okay that sounds awesome! Congratulations on the launch

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1yr 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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1yr 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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1yr 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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1yr ago

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

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1yr ago

Maker

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

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1yr ago

@akmyrat are you able to elaborate?

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1yr 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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1yr ago

@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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1yr ago

Telebugs

Hey Akmyrat, Can you share more about how the PDF autocompletion feature works and how customizable the workflow templates are? Congrats on the launch!

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1yr ago

Maker

Thanks for your support @kyrylosilin At the moment, we have four apps on the platform (File Sharing, E-Signature, Form Builder, and PDF Filler, with more to come in the future). Using these apps, you can create any workflow. Because all the apps are connected within the workflow, you can automatically fill PDF forms, for example, an official form with information provided by the client. Don't hesitate to reach out to me. We can discuss in more detail how our platform can help you.

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1yr ago

congratulations on the launch, it looks very good!

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1yr ago

Maker

@juancacreativo Thank you

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1yr ago

hey, congratulations on your launch! How customizable are the workflow templates? Can users create entirely new workflows from scratch, or are they limited to modifying existing templates?

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1yr ago

Maker

Thank you for your support @zara_bottom Workflows are fully customizable, you can create them from scratch, or you can copy a workflow template and then adjust it to your needs.

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1yr ago

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