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ezyClients

All you need to onboard clients and collect documents

Customer Success
SaaS
Business

We help companies streamline the document collection process, eliminating the hassle of email follow-ups and status checks. ezyClients enables clients to securely upload documents and information and sends automatic reminders for required submissions.

Top comment

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. 🌐

Comment highlights

Hello, as a real estate professional, this can save a lot of time! The user experience is a bit confusing so far. After creating an account, there were no templates offered. I had to go to the website to add one to my workflow. But now it is a bit confusing how to edit and share the template.

Hey @akmyrat ezyClients sounds like a helpful tool for businesses. It seems to make it easy for companies to get the documents they need from clients without all the back-and-forth emails. By letting clients upload files and sending reminders, it saves time and reduces errors. It's a good idea to simplify this process.

Hey @akmyrat, do you provide customization options? Let’s say I want to add company branding on a PDF or change its layout, is that possible? Really looking forward to more integrations, congrats on the launch!

This is a brilliant tool for anyone tired of the email chase! ezyClients simplifies the document collection process with auto-reminders and secure uploads. The customizable workflows and ready-to-go templates are perfect for keeping everything organized in one place. Looking forward to seeing how it boosts client onboarding efficiency! 💼✨

I've personally dealt with the frustration of chasing down clients for missing documents, your platform is going to help me a lot. Congrats🥳

ezyClients makes onboarding and documentation so much easier! Congrats on the launch!

ezyClients looks like a real lifesaver for companies! The ability to create custom workflows and automatically remind clients to submit documents is just brilliant. No more endless email chains. Plus, auto-completing PDFs based on client info adds extra convenience. Streamlining the whole document collection process sounds like it’ll save tons of time! 🚀📂📧

ezyClient is an exceptional platform, distinguished by its intuitive design and robust features. It excels in streamlining client management, offering a user-friendly interface that simplifies complex processes. ezyClient's dedication to enhancing efficiency and providing comprehensive support makes it a vital tool for businesses aiming to improve their client interactions and overall productivity 🤩✨

Such a clean interface and the app looks fairly easy to use. Honestly, this has all the basic functionalities you need from client management to autofill with existing data. Congrats on launching this product @akmyrat and team!

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

Congrats on the launch of ezyClients, Akmyrat! 🎉 It looks like a fantastic solution for simplifying the client onboarding process. The automated document collection and reminders are such a time-saver, and the PDF auto-completion feature sounds incredibly convenient. I love the idea of customizable workflows and the ready-to-go templates , makes everything so much easier to manage. Wishing you all the best with your launch! Cheers! 🌟

I love the idea of a tool that makes document collection so much easier. Now I can finally stop pretending to be an expert in email follow-up! 😂

The way your tool handles PDF autofill and e-signatures is really impressive. I can't wait to see how it performs in real world scenarios.

I just checkout this tool and the workflow automation looks fantastic. It's exactly what's needed to simplify document collection and client management.

Awesome platform - it‘s a very useful tool that helps to save a lot of time! Great job! 💡

Congrats on the launch guys, looks great for my fellow freelancers who are swamped in paperwork!

If you’re tired of juggling client documents and chasing signatures, this tool is a must-try! I’ve found it incredibly useful for automating the whole process and making everything more efficient.