ezyClients
Client Onboarding & Documents Collection Software
Start new thread
Akmyrat Kadyrov

ezyClients - All you need to onboard clients and collect documents

by•
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.

Add a comment

Replies

Best
Akmyrat Kadyrov
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. 🌐
Akmyrat Kadyrov
Maker
@gouthro Thank you for your support. Please send me a DM on LinkedIn so we can discuss more details.
René 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
Maker
@rene_nielsen_dk Thank you for the feedback, About GDPR working on it.
René N
@akmyrat Okay that sounds awesome! Congratulations on the launch
Fabian Lindner
Maker
@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
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.
Daniel Zaitzow
@akmyrat killer launch! Curious.. does this compare to like an Adobe or a Docusign? or something a little different?
Akmyrat Kadyrov
Maker
@dzaitzow Yes, we are different, Thanks for your support.
Daniel Zaitzow
@akmyrat are you able to elaborate?
Akmyrat Kadyrov
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.
Daniel Zaitzow
@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!
Kyrylo Silin
Hey Akmyrat, Can you share more about how the PDF autocompletion feature works and how customizable the workflow templates are? Congrats on the launch!
Akmyrat Kadyrov
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.
Juanca Creativo
congratulations on the launch, it looks very good!
Akmyrat Kadyrov
Maker
@juancacreativo Thank you
Sahiiii
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?
Akmyrat Kadyrov
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.
Majid Izadi
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
Akmyrat Kadyrov
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.
Derek
Looks great with a nice interface. Who is the ideal customer for you? Is it agencies and freelancers?
Akmyrat Kadyrov
Maker
@derkolstad Thank you, companies who deal with documents.
Tony Han
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 Kadyrov
Maker
@tonyhanded Thank you
123
•••
Next
Last